帮主郑重：降息大门突闭，美联储在担心什么？

Group 1 - The Federal Reserve's expectation for a rate cut in January has dropped significantly from a strong possibility to only 5% after the release of the December non-farm payroll report, which showed only 50,000 new jobs added, but a better-than-expected unemployment rate of 4.4% [1][3] - The market consensus has shifted towards the Federal Reserve likely remaining steady in its January meeting, with the first rate cut now pushed back to mid-2026 [3] - Despite the cooling of rate cut expectations, the U.S. stock market remains resilient, particularly in the nuclear power sector, as major tech companies like Meta are signing long-term agreements for nuclear energy supply, indicating a strategic focus on long-term growth rather than short-term interest rate fluctuations [3] Group 2 - Investors are advised not to overreact to short-term impacts of single data points, as the Federal Reserve considers a range of data trends for its decisions [4] - The focus of the market is expected to shift from "when will rates be cut" to "how resilient is the economy" and "can corporate earnings be sustained" [4] - Maintaining composure during market volatility is crucial, emphasizing the importance of the long-term value of held assets rather than being swayed by short-term market sentiment [4]