帮主郑重：美联储9月降息概率99%！中长线布局良机已到？

Group 1 - The core point of the article is the unexpected release of the US non-farm payroll data for August, which showed only 22,000 new jobs added, significantly below the market expectation of 75,000, and an increase in the unemployment rate to 4.3%, the highest in nearly four years [1][3] - The disappointing non-farm data, along with other economic indicators pointing to a cooling labor market and easing inflation pressures, has led to a 99% probability of a 25 basis point rate cut by the Federal Reserve in September [1][3] - Historical trends indicate that the initiation of a rate cut cycle by the Federal Reserve typically results in lower financing costs, improved liquidity, and benefits for interest-sensitive sectors such as technology and real estate [4] Group 2 - The article highlights that rate cuts can lead to increased market liquidity and a shift in risk appetite, potentially driving funds towards riskier assets like stocks [4] - Sectors sensitive to interest rates, such as technology (especially AI and semiconductors) and renewable energy, are expected to perform better in a rate-cut environment [4] - The article suggests that investors should focus on high-quality growth sectors with technological barriers and clear visibility in performance, while also considering allocations to safe-haven assets like gold [8]