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美联储降息25个基点 中国资产大涨
Mei Ri Shang Bao· 2025-09-19 06:59
美国近几个月新增就业远低于预期让美联储终于采取降息措施。此前市场预计,此次下调之后,今年十 月底和十二月初的最后两次美联储政策会议可能还会进行类似幅度的降息。 商报讯 (记者 苗露) 美联储降息"靴子"落地!据央视新闻报道,当地时间9月17日,美联储最新的联 邦公开市场委员会(FOMC)货币政策会议纪要显示,美联储决定将联邦基金利率目标区间下调25个基 点,至4.00%-4.25%之间。这是美联储自2024年12月以来的首次降息。美联储预测显示,到年底将再降 息50个基点,未来两年每年再降息25个基点。 美联储公布利率决议后,市场反应剧烈,当日美股三大指数短线冲高后迅速跳水,美元指数直线跳水, 一度创出2025年以来新低,随后大幅拉升,由跌转涨。数据显示,截至当日收盘,美国科技七巨头指数 跌0.66%,英伟达跌超2%。中概股多数上涨,纳斯达克中国金龙指数涨2.85%。 美联储自2024年12月以来首次降息 当地时间9月17日下午2时,美联储最新的联邦公开市场委员会(FOMC)货币政策会议纪要显示,美联 储决定将联邦基金利率目标区间下调25个基点,至4.00%-4.25%之间。这是美联储自2024年12月以来的 ...
四点半观市 | 机构:维持中国股市超配评级
Sou Hu Cai Jing· 2025-09-18 09:14
Group 1 - The general consensus among institutions is that the potential restart of interest rate cuts by the Federal Reserve will lead to sustained global liquidity, benefiting A-shares and H-shares as domestic earnings are expected to turn upward [1][5] - Goldman Sachs' chief China equity strategist Liu Jinjun and his team maintain an overweight rating on A-shares and H-shares, predicting potential upside of 8% and 3% for the two markets over the next 12 months, respectively [5] - The Southern Fund's manager for the Hong Kong pharmaceutical sector highlights significant progress in China's innovative drug industry over the past three years, enhancing its competitiveness globally [5] Group 2 - On September 18, the A-share market experienced a high-to-low trend, with the Shanghai Composite Index approaching the 3900-point mark before declining in the afternoon [2] - The Asia-Pacific market indices closed mixed on September 18, with the South Korean Composite Index rising by 1.40% to 3461.30 points [2] - Domestic commodity futures saw most main contracts decline, particularly in the precious metals sector, while government bond futures also fell [2] Group 3 - On September 18, the onshore RMB closed at 7.1079 against the USD, down 23 basis points from the previous trading day [4] - The China Convertible Bond Index fell by 0.68% to 476.2 points on September 18 [3] - The performance of ETFs was mixed on September 18, with the industrial and non-ferrous ETF dropping by 4.14% [3]