中美贸易降温！美联储降息，国内经济在转型，普通人抓这2条线

Global Economic Environment - The relationship between the US and China has improved, reducing trade tensions and the risk of tariff increases, which enhances market stability for businesses [3] - The Federal Reserve has cut interest rates by 100 basis points in 2025, with expectations of further cuts in 2026, potentially lowering rates to around 3%, making borrowing cheaper and increasing liquidity in the market [3] Domestic Economic Policies - The Chinese government is focusing on consumption as the core engine for economic growth, with policies to promote trade-in programs for appliances and vehicles, encouraging consumer spending [5] - The shift in China's economic development model emphasizes consumption and technology, with increased investment in R&D and a growing competitive edge in AI applications [7] Support for Emerging Industries - The government is implementing policies to support emerging industries while addressing issues in traditional sectors, promoting initiatives like "Artificial Intelligence +" and enhancing regulations for the digital economy [9] - 2026 marks the beginning of the "14th Five-Year Plan," with significant policy support expected for cutting-edge fields such as AI, quantum information, and deep space exploration [9] Capital Market Outlook - The domestic capital market is expected to continue its recovery, supported by government policies and ample liquidity, with significant investments from central financial institutions and long-term funds [11] - Actions such as stock buybacks by state-owned enterprises and increased allocations to equities by social security and insurance funds are stabilizing market expectations [11]