美联储，突发！

Market Overview - The ChiNext index rose over 2%, while the Shanghai Composite Index fell by 0.15% [1] - A total of 1,692 stocks increased, with 76 hitting the daily limit, while 3,593 stocks declined [1] Sector Performance - Pharmaceutical stocks showed strong performance, with companies like Guangji Pharmaceutical and Peking University Pharmaceutical hitting the daily limit [2] - The purchase of flu-related antiviral drugs surged, with a more than 500% increase in the number of buyers compared to the previous two weeks [2] - CPO and computing hardware stocks also performed well, with Zhongji Xuchuang rising over 10% to reach a historical high [3] Consumer Sector - The consumer sector saw a late surge, with companies like Guoguang Chain and Sanjiang Shopping hitting the daily limit [4] - The Ministry of Industry and Information Technology and other government bodies issued a plan to enhance the adaptability of consumer goods supply and demand [4] Declines in Specific Sectors - The military industry sector experienced a collective adjustment, with companies like Jiuziyang and Jianglong Shipbuilding dropping over 10% [5] - Notable declines included China Shipbuilding Defense and Tianhai Defense, which fell by 9.34% and 9.25%, respectively [6] Federal Reserve Leadership Speculation - Kevin Hassett is seen as a leading candidate for the next Federal Reserve Chair, with strong alignment to President Trump's economic views [7][9] - If appointed, Hassett is expected to advocate for further interest rate cuts, reflecting Trump's desire for greater control over the Fed [10] - Following the speculation about Hassett's candidacy, U.S. Treasury prices rose, and the 10-year Treasury yield fell below 4% for the first time in a month [11]