炸了!美联储降息终极对决:金银狂飙港股躺平?
Sou Hu Cai Jing·2025-12-12 06:44

Core Viewpoint - The Federal Reserve's interest rate decision is highly anticipated, with a general expectation of a 25 basis point cut, but significant internal divisions exist among the voting members [1] Group 1: Federal Reserve and Interest Rates - Half of the 12 voting members are inclined to maintain the current rates, and if more than three dissenting votes occur, it will mark the first such instance since 2019 [1] - Jerome Powell faces the challenge of balancing dovish statements to soothe the market while controlling inflation amid political pressure from the White House [1] Group 2: Asset Performance - Gold is hovering around the $4200 mark, supported by central bank purchases exceeding 1000 tons annually, with potential to break resistance levels and aim for historical highs [1] - Silver has surged to a historical peak of $61, driven by a spike in photovoltaic demand creating a supply-demand gap, leading to a continued rebound [1] - Hong Kong stocks are experiencing weakness, but there is potential for recovery based on the resilience of the mainland economy and a low price-to-earnings ratio of 7.75, awaiting signals of liquidity easing [1]