全网热议！美联储降息后A股怎么走？专家：三大资产即将爆发！

Group 1 - The Federal Reserve's decision to cut interest rates by 25 basis points to a range of 4% to 4.25% marks the first rate cut since 2025, indicating a significant shift in monetary policy [1] - Following the announcement, there was a notable reaction in the markets, with U.S. indices initially rising before experiencing a sharp decline [1] - The market's expectation for a rate cut was high, with over 90% probability indicated by CME Fedwatch data [1] Group 2 - The rate cut signals a potential shift in global capital flows and asset revaluation, suggesting a broader trend of capital migration [2] - Chinese assets are becoming a preferred choice for international capital due to valuation advantages and supportive policies [3] - The depreciation of the U.S. dollar is anticipated, with historical data showing an average decline of 5% to 8% during Fed rate cut cycles [6] Group 3 - The Chinese stock market has shown strong performance, with notable gains in companies like Baidu, NIO, and Pinduoduo following the Fed's announcement [5] - The A-share market is experiencing a rebound in margin trading balances, with foreign capital inflows exceeding 30 billion [7] - The Chinese government is implementing consumption stimulus measures, including a 3.3 billion yuan subsidy, to boost domestic demand [6][9] Group 4 - The service sector is becoming increasingly significant in China's consumption landscape, contributing 63% to consumer growth [6] - The Ministry of Commerce is launching pilot projects in 50 cities to explore new consumption models, which may further stimulate domestic demand [8][9] - Gold, A-shares, and Hong Kong stocks are identified as three key pillars of Chinese assets that are poised for significant opportunities in the global capital rebalancing process [10]