美联储10月降息基本已无悬念，这次全球资金竟疯狂涌向香港？

Group 1 - The Federal Reserve's interest rate cuts are not merely domestic policy adjustments but have significant implications for global markets, influencing capital flows worldwide [1][3] - The core mission of the Federal Reserve is to control domestic inflation, but its interest rate adjustments directly affect global funding costs, potentially stimulating investment behavior among businesses and altering investor preferences towards various assets [3][4] - The recent rate cut signals that the current interest rate may not be the endpoint, indicating potential for further reductions in the future, which could lead to a shift in global investor expectations and capital allocation [4][6] Group 2 - The context of the recent rate cut is complicated by the U.S. government shutdown, which has resulted in a lack of critical economic data, making the Fed's decision somewhat uncertain [6] - The trend suggests that the rate cuts may not be isolated events but part of a series of reductions, potentially lowering global funding costs from over 5% to below 3%, which could change the flow of capital away from the U.S. to markets with more attractive yields [6][7] - Hong Kong is emerging as a significant destination for capital flows, as it is seen as a more liquid market compared to mainland China, which may take time to develop sufficient scale and attractiveness for global investors [7][8] Group 3 - The ongoing developments in the Hong Kong market reflect a growing enthusiasm from global investors, as the market is actively upgrading to become a global financial hub, which could enhance its ability to attract and manage international capital [7][8] - The overall impact of the Federal Reserve's rate cut is profound, as it will reshape the global financial landscape, influencing capital flows and market dynamics in the coming period [9]