特朗普布局失败？美联储降息25个基点，拍桌怒吼鲍威尔太失败

Group 1 - The Federal Reserve has unexpectedly lowered the federal funds rate by 25 basis points, marking the first rate cut since December 2024, which has triggered significant reactions in global markets [1] - The U.S. economy is showing signs of distress, with the unemployment rate rising to a four-year high of 4.5%, and GDP growth at only 1.1% quarter-on-quarter, leading to internal divisions within the Federal Reserve regarding future rate cuts [3] - The impact on the Chinese economy is dual-faceted, with potential benefits from narrowed interest rate differentials attracting foreign capital, while also facing challenges from increased import costs and rising prices of commodities like crude oil and iron ore [5] Group 2 - China's unique advantage lies in its complete industrial chain system, which can capitalize on the increased consumer demand stimulated by U.S. rate cuts, as evidenced by the strong export orders for new energy vehicles and a 6.8% year-on-year growth in machinery and electrical products exports [7] - The Chinese central bank is expected to formulate policies based on domestic data such as PMI and CPI, rather than blindly following foreign trends, indicating a strategic approach to managing economic fluctuations caused by U.S. monetary policy adjustments [7]