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全球与国内大类资产:9月走势各异,关注宏观数据
Sou Hu Cai Jing·2025-09-22 12:55

Group 1 - The core viewpoint of the article highlights the mixed performance of global and domestic major asset classes during the week of September 15-19, with a focus on macroeconomic data in the future [1] - The U.S. Federal Reserve lowered interest rates by 25 basis points during this period, while U.S.-China trade talks took place in Spain, leading to fluctuations in the U.S. dollar index [1] - Global stock markets experienced gains, while bond and commodity markets retreated, with asset performance ranked as stocks > bonds > commodities in U.S. dollar terms [1] Group 2 - In China, the growth rates for industrial added value and retail sales in August fell short of expectations, with fixed asset investment growth at 0.5% year-on-year for January to August, and a 12.9% year-on-year decline in national real estate development investment [1] - Domestic stock markets showed divergence, while bond and commodity markets fluctuated, with asset performance ranked as bonds > commodities > stocks [1] - Following the Federal Reserve's interest rate decision, the market is expected to enter a consolidation phase, with a need to monitor domestic and international macroeconomic data performance [1]