昨夜，全线跳水！美联储：不降息！鲍威尔发声

Core Viewpoint - The Federal Reserve announced to maintain the federal funds rate unchanged in the range of 3.5% to 3.75%, amid concerns over inflation and the impact of the Middle East situation on the U.S. economy [3][4]. Group 1: Federal Reserve Decisions - The Federal Reserve's decision to keep interest rates steady reflects uncertainty regarding the economic impact of the Middle East situation [3]. - Fed Chairman Jerome Powell indicated that while energy prices are rising, the current inflation rate is only one percentage point above the target, and the economic situation is not comparable to the "stagflation" of the 1970s [3][4]. - The "dot plot" suggests that there may be room for a rate cut later this year and again in 2027, although specific timing remains uncertain [4]. Group 2: Market Reactions - Following the Fed's announcement, major U.S. stock indices fell sharply, with the Dow Jones Industrial Average dropping over 760 points, marking a new low for the year [1][6]. - The S&P 500 index saw declines across all sectors, with consumer staples and discretionary sectors leading the losses [6]. - Notably, storage concept stocks, such as SanDisk, rose against the market trend, driven by the launch of new innovative storage solutions [5][6]. Group 3: Sector Performance - Financial stocks generally declined, with major companies like Mastercard and Visa dropping over 3% [7]. - Energy stocks showed mixed performance, with some companies like Apache Oil rising over 2%, while others faced declines [7]. - Chinese concept stocks mostly fell, with the Nasdaq Golden Dragon China Index down 2.06%, although some individual stocks like New Oriental saw gains [7].