0911：欧银按兵不动符合预期，大A的这波红包砸晕你没有？

Group 1 - The European Central Bank (ECB) decided to maintain the deposit facility rate at 2%, aligning with market expectations, while the main refinancing rate and marginal lending rate remained unchanged at 2.15% and 2.40% respectively [2][3] - The ECB's decision follows a series of seven consecutive rate cuts, with officials believing that current rates are appropriate to address trade tariffs, geopolitical tensions, and political instability in France [3] - The ECB has lowered its inflation forecast for 2027, indicating that the current rate-cutting cycle is nearing its end, which may narrow the interest rate differential between the ECB and the Federal Reserve, benefiting the euro against the dollar [3] Group 2 - The U.S. Consumer Price Index (CPI) for August remained at 2.9% year-on-year, matching expectations and slightly increasing from the previous value of 2.7% [3][6] - The housing costs, particularly rent and hotel prices, significantly contributed to inflation, with housing components rising by 0.4%, marking the highest level this year [4][6] - The U.S. initial jobless claims surged to 263,000, reaching a nearly four-year high, which has led traders to fully price in three rate cuts by the Federal Reserve before the end of 2025 [6] Group 3 - The A-share market experienced a significant rise on September 11, with all three major indices climbing, and the ChiNext index soaring over 5%, driven by enthusiasm in the AI hardware sector [10] - The surge in the A-share market was attributed to positive sentiment from the U.S. stock market, particularly following Oracle's performance, which reignited interest in the technology sector [10]