美联储议息在即,中国资产飙涨,英伟达深夜大跌;白宫贸易顾问纳瓦罗:当前利率至少比正常水平高了100个基点

Group 1: Major Tech Stocks Performance - Major tech stocks showed mixed results, with Apple up by 0.55% while Google, Microsoft, Facebook, Amazon, Tesla, and Nvidia experienced declines ranging from 0.27% to 3% [2][3] - The Nasdaq Golden Dragon Index, which tracks Chinese stocks, rose by 2.46%, with Baidu Group increasing by 7.49% and other notable gains from companies like Kingsoft Cloud and NIO [2][5] Group 2: Federal Reserve Rate Decision - Investors are cautious ahead of the Federal Reserve's interest rate decision, with a 94% probability of a 25 basis point cut and a 6% chance of a 50 basis point cut according to CME's FedWatch tool [7] - The upcoming meeting is expected to highlight "divergence" among Federal Reserve members regarding interest rate policy, with some advocating for larger cuts while others prefer to maintain current rates [9][10] - Analysts predict that the Federal Reserve may adopt a hawkish stance on rate cuts, indicating a potential cut this week but not committing to a rapid series of cuts in the future [11][12] Group 3: Market Predictions for Future Rate Cuts - Various institutions have differing predictions for the Federal Reserve's rate cuts this year, with Goldman Sachs forecasting three cuts of 25 basis points each, while UBS anticipates four cuts totaling 100 basis points [13][14] - Morgan Stanley expects three additional cuts of 25 basis points in the remaining meetings of the year, while Nomura Securities predicts at least three small cuts starting in September [13][14]