美联储，降息大消息！又要见证历史，A股怎么走？

Group 1 - The Federal Reserve is expected to restart interest rate cuts, with a likely reduction of 25 basis points during the upcoming meeting, marking the first cut since December 2024 [2][3] - Institutional investors are concerned about the implications of the Fed's independence being challenged, which could affect long-term market stability and asset valuations [4][5] - The anticipated interest rate cuts may lead to increased foreign capital inflow into the Chinese stock market, as the dollar faces systemic downward pressure [6][7] Group 2 - Gold prices have surged recently, driven by concerns over the Fed's independence and expectations of rate cuts, with a year-to-date increase of nearly 35% [5][6] - The weakening dollar and rising inflation expectations are contributing to a shift in global capital flows, potentially benefiting emerging markets like China [6][7] - The market is likely to price in the upcoming changes in domestic Producer Price Index (PPI) and corporate Return on Equity (ROE) as the Fed's leadership changes in 2026 [7]