机构热议美联储降息：内外长期资金仍将流入，中国资产表现值得期待

Group 1 - The Federal Reserve announced a 25 basis point rate cut, bringing the target range to 3.50%-3.75%, marking the third consecutive cut this year and a total reduction of 75 basis points [2][3] - Following the announcement, financial market risk appetite improved, with U.S. stocks and gold rising, while U.S. Treasury yields and the dollar index declined [2][6] - The S&P 500 index approached its historical high, closing up 0.67% and reaching a peak of 6900 points during trading [2][6] Group 2 - The Fed's policy statement indicated moderate economic expansion in the U.S., but with slowing job growth and persistent inflation, leading to a high degree of uncertainty in the economic outlook [3][4] - The Fed plans to restart short-term U.S. Treasury purchases to maintain liquidity, with an initial purchase of $40 billion in short-term debt expected to continue at a high scale [5][6] - Analysts suggest that the Fed's actions may support the U.S. economy and global financial markets, with potential positive impacts on U.S. stock performance despite high volatility risks [6][7] Group 3 - The Fed's decision to cut rates is expected to compress the exchange rate gap between the dollar and the yuan, potentially attracting more foreign investment into Chinese assets [6][7] - The outlook for Chinese assets remains positive, with expectations of continued inflows of medium to long-term capital, supported by a favorable liquidity environment and ongoing reforms in China's capital markets [7][8]