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陆家嘴财经早餐2025年6月19日星期四
Wind万得·2025-06-18 22:34

Group 1 - The 2025 Lujiazui Forum in Shanghai saw the central bank and financial regulatory authorities announce multiple financial measures to support high-level opening-up, including the establishment of a digital RMB international operation center and innovative monetary policy tools [2][5] - The People's Bank of China will implement eight policy measures to support the construction of Shanghai as an international financial center, while the financial regulatory authority will facilitate foreign institutions' participation in more financial business pilots [2][5] - The China Securities Regulatory Commission (CSRC) announced the re-launch of the fifth listing standard for unprofitable companies on the Sci-Tech Innovation Board, supporting sectors like artificial intelligence and commercial aerospace [8][9] Group 2 - The U.S. Federal Reserve maintained the benchmark interest rate at 4.25%-4.50%, marking the fourth consecutive meeting without a change, while adjusting the GDP forecast for 2025 down to 1.4% and raising inflation expectations to 3% [2][3][18] - The Fed's dot plot indicates two expected rate cuts in 2025 totaling 50 basis points, consistent with previous forecasts, but only a 25 basis point cut is expected in 2026 [2][3][18] - The Fed's economic projections show an increase in core PCE inflation expectations for 2025, 2026, and 2027, with median values adjusted to 3.1%, 2.4%, and 2.1% respectively [18][19] Group 3 - The Shanghai Stock Exchange and Hong Kong Stock Exchange signed a collaborative development action plan to enhance infrastructure connectivity and create a complementary offshore financial service system [5] - The CSRC announced that qualified foreign investors will be allowed to participate in on-market ETF options trading starting October 9, aimed at promoting long-term investment in A-shares [8] - The establishment of the China Capital Market Society in Shanghai aims to create a high-end think tank platform for capital market theory research and decision-making consultation [8]