深夜市场“雪崩”：美股、金价、债市、币市齐跌，市场脆弱性尽显

Market Overview - The U.S. stock market experienced a significant decline, with the Nasdaq index dropping by as much as 2% during trading [2] - Gold prices plummeted nearly $100 from their intraday high, falling below $4300 [2] - U.S. Treasury bonds also saw a decrease, with the 10-year Treasury yield approaching 4.2% [2] - Bitcoin fell below $90,000 during trading [2] Federal Reserve Commentary - Cleveland Fed President Mester indicated a preference for a slightly more restrictive stance to help meet the central bank's inflation targets [2] - Chicago Fed President Goolsbee opposed the Fed's rate cut this week, citing the need for more data to confirm the temporary impact of tariffs on inflation [2] - Kansas City Fed President Schmidt also opposed the Fed's recent rate cut decision, stating that inflation remains too high and the economy is still showing momentum [3] Market Sentiment and Reactions - The market's reaction to the Fed officials' comments highlights its current fragility, suggesting a low tolerance for negative news [3] - The recent decline is characterized as an emotional release rather than a response to significant news, indicating a necessary but unhealthy market adjustment [3] - Upcoming Fed officials' speeches and important data releases next week are expected to further influence market sentiment, with a focus on whether the market can withstand "imperfect good news" [3]