全线跳水！鲍威尔重磅发声，透露降息关键原因，警告美股估值太高

Group 1 - U.S. stock market experienced a significant drop following Powell's statements, with the Dow Jones down 0.19%, Nasdaq down 0.95%, and S&P 500 down 0.55% [1] - Chinese concept stocks also fell sharply, with the Nasdaq Golden Dragon China Index down 2.22%, marking the fourth consecutive day of decline [1] - Notable declines in individual stocks included Baidu down over 8%, Zhihu down over 5%, and Bilibili down over 4% [1] Group 2 - International gold prices continued to rise, with COMEX gold futures surpassing $3800 per ounce, reaching a historical high [2] - Powell indicated that the risks in the job market are increasing, which was a key reason for the Federal Reserve's recent interest rate cut [2] - He acknowledged that current inflation levels are slightly above the target, with the August core PCE inflation rate expected to be 2.3% [2][3] Group 3 - Powell expressed concerns that some asset prices are relatively high compared to historical levels, indicating that stock valuations appear quite elevated [3] - He noted signs of slowing consumer spending and that business confidence is affected by uncertainty, with a decrease in labor market vitality [3] - Powell predicted that tariffs might lead to a temporary rise in inflation over the next few quarters, but emphasized that the Fed will guard against transient price increases becoming a persistent issue [3]