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英伟达深夜大跌,多只热门中概股飘红,油价、金价下挫
21世纪经济报道· 2025-09-17 15:51
| | | 多只中概股飘红,纳斯达克中国金龙指数大幅上涨超2%,小牛电动、小赢科技、百度、嘉银科技涨超6%。 W 纳斯达克中国金龙指数(HXC) 09-17 11:20:07 据财联社报道,EIA数据显示,美国一周原油库存减少 928.5万桶 ,市场预估为 减少85.7万桶 。尽管汽油库存意外下降,但美国汽油期货仍下 跌;金价也出现短线下挫。 -2.63% 16:00 名称 朴荷生物科技 8373.65 09:30 现价 涨跌 -- | PHH.O | U.S I 3 | 4.05 /0 | | --- | --- | --- | | 小牛电动 | 4.415 | 6.90% | | NIU.O | | | | 小赢科技 | 14.960 | 6.78% | | XYF.N | | | | 百度集团 | 131.980 | 6.62% | | BIDU.O | | | | 嘉银科技 | 11.600 | 6.32% | | JFIN.O | | | | 迅雷 | 7.690 | 5.20% | | XNET.O | | | | 奇富科技 | 30.170 | 4.61% | | OFIN.O | | | | ...
美联储独立性遭遇历史性考验 市场风暴“暗流涌动”
Core Viewpoint - The independence of the Federal Reserve is facing significant challenges due to political interventions, particularly from the Trump administration, which may lead to a shift in monetary policy direction and increased market volatility [2][3][5]. Group 1: Federal Reserve Independence - The Trump administration's attempt to remove Federal Reserve Governor Lisa Cook is seen as a critical test of the Fed's independence, raising concerns about political influence over monetary policy [3][5]. - Analysts suggest that Trump's potential nomination of a more dovish Fed chair could further undermine the Fed's independence and alter its policy stance [2][5][7]. - The ongoing legal and procedural challenges surrounding Cook's removal highlight the contentious nature of the relationship between the government and the Fed [3][6]. Group 2: Economic Implications - Trump's interventions may lead to a more dovish monetary policy, with potential interest rate cuts exceeding current market expectations, possibly bringing the policy rate down to 2.75% to 3% [7]. - The Fed's independence is crucial for maintaining predictable interest rate paths, and any perceived loss of this independence could increase uncertainty in monetary policy, affecting investor confidence [8][9]. - The potential for a return to inflationary pressures reminiscent of the 1970s is a concern if the Fed aligns its policies too closely with political pressures [3][4]. Group 3: Market Reactions - Investors may demand higher risk premiums for U.S. dollar assets due to the challenges to the Fed's independence, leading to a steepening of the yield curve [8][9]. - The uncertainty surrounding monetary policy could weaken the credibility of the dollar, prompting a shift towards "de-dollarization" among international investors [9]. - The recent surge in gold prices indicates a potential shift in investment strategies as market participants seek to hedge against the risks associated with U.S. monetary policy changes [9].