特朗普预计美联储本周将“大幅降息”,机构称降息或直接利好港股市场科技
Sou Hu Cai Jing·2025-09-15 01:57

Group 1 - The Hong Kong stock market showed a positive trend with the Hang Seng Technology Index rebounding, driven by strong performances in chip and semiconductor stocks, as well as active trading in automotive stocks [1] - The Hang Seng Technology Index ETF (513180) saw a slight increase, with leading stocks including NIO, Bilibili, Li Auto, Xpeng Motors, BYD, and Hua Hong Semiconductor [1] - The upcoming Federal Reserve interest rate decision is anticipated to result in a significant rate cut, with a 100% probability of a rate decrease, primarily driven by recent employment and inflation data [1] Group 2 - Short-term interest rate cuts are expected to lower capital costs and enhance corporate profit expectations, thereby boosting stock market risk asset prices [2] - The anticipated rate cuts by the Federal Reserve are likely to strengthen the RMB against the USD, benefiting both A-shares and Hong Kong stocks, particularly in the technology and innovative pharmaceutical sectors [2] - The Hang Seng Technology Index is poised to break through the 6000-point mark, supported by continuous inflows of southbound capital and the potential initiation of a new round of rate cuts in the US [2]