环球市场动态：内地一揽子金融政策落地稳预期

Monetary Policy and Economic Outlook - The People's Bank of China (PBOC) announced a comprehensive monetary policy package, including a 0.1 percentage point reduction in policy rates and a 0.5 percentage point cut in the reserve requirement ratio, releasing approximately 1 trillion yuan in long-term funds[6] - The Federal Reserve maintained its interest rate at 4.25%-4.50%, indicating no immediate need for rate cuts, while emphasizing increased uncertainty in the economic outlook[11][33] - The U.S. Treasury Secretary stated that new investment rules regarding China are being developed, reflecting ongoing geopolitical tensions[6] Market Performance - U.S. stock indices showed mixed results, with the Dow Jones rising by 0.7% to close at 41,114 points, while the Nasdaq increased by 0.3% to 17,738 points[11] - The Hang Seng Index in Hong Kong rose slightly by 0.1% to 22,691 points, supported by PBOC's monetary easing measures[13] - The Shanghai Composite Index increased by 0.80% to 3,342.67 points, driven by financial stocks following the announcement of interest rate cuts[18] Commodity and Currency Movements - International oil prices fell, with WTI crude down 1.73% to $58.07 per barrel, influenced by an unexpected increase in U.S. gasoline inventories[29] - The U.S. dollar index rose by 0.38% to 99.614, while gold prices decreased by 0.90% to $3,391.9 per ounce following the Fed's announcement[29] - The Chinese yuan traded at 7.228 against the U.S. dollar, showing a slight depreciation of 0.1%[28] Corporate Highlights - Disney reported a significant turnaround with a net profit of $3.275 billion for Q2 2025, compared to a loss of $20 million in the same period last year, leading to a stock price increase of 10.76%[9] - Alibaba is projected to achieve a revenue growth of 8% year-on-year, reaching approximately 237 billion yuan, with an adjusted EPS growth of 32.5%[16]