美联储如果降息，对我们投资有什么影响？｜投资小知识

Group 1 - The core viewpoint is that the expectation of a decline in USD interest rates is influencing market behavior, with potential implications for investment strategies [2][3] - A decline in USD interest rates is generally beneficial for the global stock market, akin to gravitational pull on assets [4] - The anticipated decline in USD interest rates is particularly advantageous for non-USD assets, with significant gains observed in A-shares and Hong Kong stocks since the Fed's first rate cut in September 2024 [5] Group 2 - If the yield on 10-year USD Treasury bonds falls to a normal range of 2%-3%, caution is advised as it may signal the start of a new rate hike cycle, negatively impacting non-USD assets [6][7] - Interest rates exhibit cyclical behavior rather than a one-way trend, having experienced multiple cycles of increases and decreases over the past 10-20 years [7] - Interest rates are not a long-term market driver but can create short-term opportunities for undervalued buying and overvalued selling [8]