鲍威尔最新发声！美股三大指数收跌，英伟达市值一夜蒸发超8900亿元

Core Viewpoint - Federal Reserve Chairman Jerome Powell indicated that the increasing risks in the job market were a key reason for the recent interest rate cut, marking a shift towards a "neutral" policy stance [1][3] Economic Indicators - Powell acknowledged that the current inflation level is slightly above the target, with the core PCE inflation rate for August expected to be 2.3%, primarily driven by tariff impacts rather than widespread inflationary pressures [1][3] - Consumer spending has shown signs of slowing down, and corporate confidence is affected by uncertainty, leading to a decrease in labor market vitality [3][9] Market Reactions - Following Powell's statements, major U.S. stock indices experienced declines, with the Dow Jones down 0.19%, Nasdaq down 0.95%, and S&P 500 down 0.55% on September 23 [3][4] - Large tech stocks saw significant drops, with Oracle down over 4%, Amazon down over 3%, and Nvidia down over 2%, resulting in a total market value loss of approximately $125.9 billion (about 89.54 billion RMB) [4][5] Future Outlook - Powell suggested that tariffs might lead to a temporary increase in inflation over the next few quarters, but the Fed aims to prevent one-time price increases from becoming a persistent issue [3][9] - The financial market is anticipating two more interest rate cuts by the end of the year, which has been a major driver for recent all-time highs in U.S. stock markets [10]