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美联储开启新一轮降息 人民币资产吸引力提升
Di Yi Cai Jing·2025-09-18 23:37

Group 1 - The Federal Reserve announced a 25 basis point rate cut to 4.00%-4.25% and hinted at two more cuts this year, leading to mixed reactions in global markets [1][5] - After the rate cut, U.S. stock indices showed varied performance, with the Dow Jones up 0.57% while the S&P 500 and Nasdaq fell by 0.10% and 0.33% respectively [1] - The Chinese stock market initially rose but later fell, with the Shanghai Composite Index down 1.15% and the Shenzhen Component down 1.06% [1] Group 2 - The offshore RMB appreciated against the USD, breaking the 7.10 mark, influenced by the Fed's rate cut and improved cross-border capital flows [1][3] - Analysts expect the RMB to remain stable with potential for appreciation, but further catalysts are needed to break the 7 level [3][4] - The narrowing of the China-U.S. interest rate differential is expected to attract more global funds to RMB assets [1][3] Group 3 - Gold prices reached a record high of $3744 per ounce before retreating to $3692, indicating market volatility following the Fed's announcement [2][9] - Analysts suggest that the initial rise in gold prices may have been a reaction to the rate cut, but the market is now adjusting to the new information [7][9] - Major financial institutions like JPMorgan and UBS have raised their gold price forecasts, with predictions of prices potentially exceeding $4000 to $5000 per ounce [9]