Group 1 - The core viewpoint is that if the Federal Reserve lowers interest rates by 25 basis points to the range of 4.00%-4.25%, the market is expected to react with a "buy the rumor, sell the news" response, as most investors have already priced in this expectation [1] - A 25 basis point cut will be interpreted as a cautious, supportive "insurance" cut aimed at maintaining growth momentum without signaling distress [1] - This environment is typically favorable for consumer staples, healthcare, and technology stocks, which benefit from lower borrowing costs and possess defensive or long-term growth characteristics [1] Group 2 - Financial stocks are likely to underperform the market due to reduced profitability from narrowing interest margins [1]
TA Securities：美联储如降息25bp 市场将出现“买预期卖事实”的反应
Ge Long Hui A P P·2025-09-17 12:47