全球市场风向标

Group 1 - Federal Reserve Chairman Powell's speech at the global central bank annual meeting signaled a dovish stance, leading to a significant rise in U.S. stock indices, with the Nasdaq increasing over 2% [3] - Powell emphasized that while the job market is close to full employment, both supply and demand are slowing, indicating potential downside risks [3] - The Fed has quietly changed its framework by removing the "average inflation targeting" and is no longer focused on the "maximum employment gap," prioritizing inflation stabilization at 2% [4] Group 2 - The current market trend is dominated by technology, with strong participation from core funds, suggesting that this momentum is unlikely to end soon [7] - A-shares have seen significant trading activity, with transaction volumes exceeding 30 trillion, indicating a robust market environment [7]