真能改变我们体感的，是美联储的即将开始的大放水？

Group 1 - The core argument suggests that the upcoming monetary easing by the Federal Reserve may improve the economic sentiment in China, despite the country's strong GDP growth and technological advancements [2][9] - The disparity between economic data and personal experience is largely attributed to the real estate market, where over 60% of household assets are tied up in property [2][4] - The decline in the real estate market since 2022 has led to weakened consumer spending, as people feel less secure about their financial future [4][6] Group 2 - To break the negative cycle affecting consumer confidence, it is essential to stabilize the real estate market and restore expectations regarding asset income [6][7] - The current downward trend in the housing market is driven by negative expectations, causing potential buyers to hesitate and sellers to panic [7][9] - A significant monetary easing by the Federal Reserve, potentially led by Trump, could serve as a catalyst for reversing the current housing market trend [9][11] Group 3 - If a substantial amount of capital returns to China due to lower U.S. interest rates, it could positively impact the housing market and restore consumer confidence [11][13] - A stabilized or rising housing market would reinstate the asset safety net effect, leading to increased prosperity across various sectors and improved economic sentiment [13]