北京时间7月22日深夜，全球金融市场迎来重要时刻。美联储主席鲍威尔发表关键讲话，中国资产表现强劲，多项因素交织影响市场走向。 美联储主席重磅表态稳定市场预期 市场层面，美股三大指数震荡分化表现不一。纳指盘初一度跳水跌超1%，截至北京时间23：10，跌幅收窄至0.44%。道指涨0.1%，标普500指数跌0.1%。中 国资产逆势走强成为亮点，纳斯达克中国金龙指数直线拉升，现涨1.3%。 三倍做多富时中国ETF大涨超3%表现突出。中概股方面呈现全面上涨态势，大全新能源大涨超16%领涨。蔚来涨超9%，百度、小鹏汽车涨超3%。拼多多、 唯品会涨超2%，多只个股实现显著涨幅。 掉期市场显示，美联储下周降息的可能性几乎为零。目前交易员们的定价押注美联储今年剩余时间将总共降息46个基点。这一水平与上周五相比几乎没有变 化。美联储9月维持利率不变的概率为41.4%，累计降息25个基点的概率为57.2%，累计降息50个基点的概率为1.5%。 7月22日晚间，美联储主席鲍威尔在银行监管会议上发表开幕致辞。他明确表示，美国大型银行需要保证资本充足，有效管理风险。大型银行要能自由地进 行相互竞争，与非银行金融公司竞争，与其他司法管辖区 ...

Group 1 - During the May Day holiday, Chinese assets strengthened, with the Hang Seng Index rising by 1.74% and the Hang Seng Tech Index increasing by over 3% [1] - The Nasdaq Golden Dragon Index saw a cumulative increase of nearly 3% during the holiday period, reflecting a positive trend in Chinese stocks [1] - Major Chinese concept stocks experienced significant gains, with Kingsoft Cloud rising over 22% and Pinduoduo increasing by over 6% [1] Group 2 - Analysts suggest that the A-share market is likely to see a rebound after the holiday, driven by improved risk appetite and positive economic indicators [2][3] - The offshore RMB strengthened significantly, with a notable increase of nearly 1% on May 2, providing a favorable environment for potential interest rate cuts [2] - The market is expected to focus on themes related to consumption and technology, with recommendations for sectors such as AI, consumer services, and renewable energy [3][4] Group 3 - The economic recovery is supported by strong performance in consumer services and high-tech manufacturing sectors, indicating a positive outlook for these industries [4][5] - Key trends include the enhancement of China's technological capabilities, the rebuilding of European defense, and the acceleration of domestic demand through improved social security [5] - Investment strategies should focus on sectors with policy support and seasonal catalysts, including computing, automation, and consumer goods [3][4]