美联储降息后 哪些资产有望受益？

Group 1 - The Federal Reserve announced a 25 basis point interest rate cut, impacting global markets significantly [1] - Following the announcement, major US stock indices rose, with the Dow Jones Industrial Average increasing by 124.10 points to 46142.42, the S&P 500 up by 31.61 points to 6631.96, and the Nasdaq rising by 209.40 points to 22470.73 [1] - International gold prices experienced a slight decline, with spot gold down 0.4% to $3644.01 per ounce, as the market reassessed the Fed's stance [1] Group 2 - Analysts predict that the new interest rate cut cycle will benefit various assets, including stocks and gold, although there remains some uncertainty about the Fed's commitment to a prolonged easing cycle [2] - The domestic technology sector is expected to attract overseas investment, particularly in AI and semiconductor fields, which could lead to a continued strong performance in Chinese tech stocks [2] - Historical trends suggest that US stocks typically perform well in the 12 to 18 months following the start of a Fed easing cycle, provided the economy does not enter a recession [2] Group 3 - Long-term concerns regarding the potential loss of the Federal Reserve's independence may lead investors to demand higher risk premiums on US Treasuries, especially long-term bonds [3] - The current independence of the Fed remains intact, but this issue could become increasingly significant over time, warranting investor attention [3]