【真灼机构观点】美债市场押注哈塞特激进减息,港股通周二净流入111亿港元
Sou Hu Cai Jing·2025-11-26 04:08

Group 1 - The market anticipates an over 80% probability of a 25 basis point rate cut by the Federal Reserve in December [2] - There is speculation that Hassett is leading the competition to replace current Fed Chairman Powell, as per Trump's advisors and allies [2] - Traders have increased their bets on future rate cuts, reflecting a consensus expectation that Hassett will implement aggressive rate cuts as called for by President Trump [2] Group 2 - The Hong Kong Stock Connect saw a net inflow of 11.1 billion HKD on Tuesday, with Alibaba (09988.HK) receiving the highest net inflow of 5.6 billion HKD, followed by Kuaishou (01024.HK) [2] - China National Offshore Oil Corporation (00883.HK) recorded the largest net outflow of 203 million HKD, followed by SMIC (00981.HK) [2]