Group 1 - The market has fully priced in the expectation of a 25 basis point rate cut by the Federal Reserve this week [1] - The U.S. Court of Appeals rejected Trump's request to remove Fed Governor Cook, clearing the way for Cook to attend this week's Fed meeting, which may witness internal divisions within the Fed [1] - U.S. Treasury yields have declined, the U.S. dollar index has fallen, and cryptocurrencies have experienced widespread declines, while gold has reached a new high and oil prices have increased [1] Group 2 - The mainland stock market has risen, with Hong Kong's consumer discretionary, energy, and staple consumer sectors leading the gains, while materials, conglomerates, and real estate construction sectors have declined [1] - Biotech, lithium batteries, and smart terminals have performed well, with southbound funds net buying 14.473 billion HKD [1] - In A-shares, electric equipment, media, and agriculture sectors have seen the largest increases, while conglomerates, telecommunications, and defense industries have declined [1] Group 3 - Non-metallic building materials, energy, and iron ore prices have risen, while the yield on RMB government bonds has slightly increased, and the RMB has appreciated slightly [1]
招银国际:市场已完全反映美联储本周减息25个基点预期
智通财经网·2025-09-16 03:13