下周有两个王炸

Group 1 - The Federal Reserve is expected to announce a rate cut of either 25bps or 50bps next Thursday, with a higher likelihood of a 25bps cut based on recent economic data indicating "controllable inflation and cooling employment" [5][10][11] - The yield on 2-year U.S. Treasury bonds has declined to around 3.5% in anticipation of the rate cuts, reflecting a broader downward trend in global bond yields [6][10] - The upcoming U.S.-China economic talks are expected to address key issues, including TikTok, and may influence market reactions to the Fed's decision [16][19] Group 2 - The latest fund holding data shows Ant Group and China Merchants Bank leading in public fund holdings, with significant growth in their equity fund scales [19][22] - The automotive industry is facing a potential "clearing out" phase as the eight ministries released a plan aimed at promoting high-quality development, indicating a challenging environment for automakers [28] - The trend of bond fund managers transitioning to equity research roles reflects a shift in the investment landscape, driven by declining yields in fixed income [12][15]