Group 1 - The Federal Reserve announced a 25 basis point cut in the federal funds rate target range to 4% to 4.25%, marking the first rate cut in nine months [1] - Following the announcement, the Dow Jones index rose by 0.57%, while the Nasdaq and S&P 500 indices fell by 0.32% and 0.1% respectively [1] - The Fed's dot plot indicates an increase in the forecast for rate cuts this year from 2 to 3, with expectations for two more cuts after the recent one [1] Group 2 - Analysts suggest that the Fed's rate cut may trigger a global wave of rate cuts, with significant room for monetary policy easing in China [3] - The market's risk appetite may slightly improve due to the Fed's neutral stance, and ongoing monitoring of the U.S. economic fundamentals is necessary [3] - Historical data indicates that during preventive rate cut periods, A-shares and Hong Kong stocks in growth sectors tend to perform well, with technology stocks expected to benefit from the current weak dollar cycle [4] Group 3 - Morgan Stanley predicts that the Fed will continue to cut rates until January 2026, with the federal funds rate eventually dropping to a target range of 3.00% to 3.25% [4] - The Hong Kong stock market is expected to benefit from global liquidity shifts and domestic profit turning points during the Fed's rate cut cycle [4]
时隔9个月美联储重启降息 多个央行跟随 影响如何？
Sou Hu Cai Jing·2025-09-18 01:25