周二美股市场再现结构性行情，三大指数集体收涨，科技股阵营却走出 "冰火两重天"。 道指最终收涨 0.39% ，标普 500 微涨 0.25% ，纳指凭借科技股多数发力录得 0.59% 涨幅。 大型科技股中，英特尔一骑绝尘涨超 8% ，苹果、高通也迎来超 1% 的亮眼表现， Meta 、亚马逊、英伟达等巨头则以小幅上涨紧跟节奏；与之相 反， AMD 跌超 2% 、博通跌超 1% ，特斯拉也陷入小幅收跌的低迷。 中概股市场则整体遇冷，纳斯达克中国金龙指数下跌 0.65% 。 参考资料： 尽管亚朵集团涨超 5% 、老虎证券涨超 1% ，理想、京东等少数个股勉强收涨，但多数标的难逃下跌魔咒：小鹏汽车近乎 "腰斩" 跌近 8% ，爱奇 艺跌超 3% ，蔚来、哔哩哔哩等多股跌超 2% ，阿里、网易等头部企业也跌超 1% 。 另一边，美联储高层人事变动的悬念正逐步收紧。 特朗普在周二白宫内阁会议上明确表态，将于明年年初公布新美联储主席人选，这一时间表较此前财政部长贝森特提及的 "圣诞节前后" 进一步清 晰。 据特朗普透露，此前他与贝森特、商务部长卢特尼克协商后，曾圈定约 10 名候选人，如今名单已大幅精简至一人。 目前已知 ...

专家警告，鉴于美国及美联储在维系全球金融体系稳定中扮演的特殊角色，强行罢免鲍威尔可能引发市 场恐慌。尽管如此，特朗普在两度入主白宫期间已累计数十次发出解职威胁。 特朗普周二透露可能已做出人事决定，不过他更属意财政部长斯科特·贝森特（Scott Bessent）接任。 "我确实青睐他，但他不愿接这担子。"特朗普谈及贝森特时表示，"你更想留在财政部，对吧？"财政部 长当即回应："是的，长官。"贝森特向特朗普承诺，将在数周内与美联储职位的最终候选人进行面谈。 据透露，特朗普正从五位终极人选中抉择：美联储监管副主席米歇尔·鲍曼（Michelle Bowman）、美联 储理事克里斯托弗·沃勒（Christopher Waller）、前美联储理事凯文·沃什（Kevin Warsh）、白宫国家经 济委员会主任凯文·哈塞特（Kevin Hassett），以及贝莱德固定收益部门首席投资官里克·里德（Rick Rieder）。 特朗普评价道："名单里有意想不到的名字，也有众望所归的人选。偶尔遵循政治正确无妨，但我们必 须确保人选足够出色。" 肖燕燕，金十数据 美国总统特朗普周二表示，他"此刻"就想撤换美联储主席杰罗姆·鲍威尔（J ...

Group 1 - Christopher Waller is emerging as a leading candidate to replace Jerome Powell as the Federal Reserve Chair in Trump's advisory team, noted for his willingness to base policies on forecasts rather than current data [1][2] - Waller has already met with Trump's team regarding the position, although he has not yet spoken directly with Trump himself [2] - Other candidates for the position include Kevin Warsh and Kevin Hassett, with Hassett having previously met with Trump and made a strong impression [2] Group 2 - Powell's term as Fed Chair ends on May 15, 2026, and he has stated multiple times that he will not leave early; Trump indicated that an announcement regarding the new Fed Chair could come soon [2] - The Federal Reserve maintained the federal funds rate target range at 4.25% to 4.50% during its fifth consecutive meeting, with Waller and Michelle Bowman voting against the decision [2] - Following the rate decision, a non-farm payroll report showed a significant slowdown in U.S. job growth, aligning with Waller and Bowman's concerns [4] Group 3 - Waller, appointed to the Fed Board by Trump in 2020, has engaged in public debates on anti-inflation strategies with notable economists, asserting that the Fed could control post-pandemic inflation without significantly raising unemployment [4] - His predictions were validated as inflation rates fell below 3%, while unemployment remained below 4.2% [4] - Waller emphasized the importance of the Fed's independence for the U.S. economy and acknowledged that criticism is part of the role of the Fed Chair [5]

Core Points - The article discusses a political drama involving former President Trump and Federal Reserve Chairman Jerome Powell, focusing on Trump's unexpected visit to the Federal Reserve headquarters and his criticism of the building's renovation costs [1][3]. - Trump's primary objective appears to be gaining control over monetary policy, as he has publicly demanded a significant interest rate cut from the Federal Reserve [4][6]. - The controversy surrounding the renovation costs has been used by Trump's team to question Powell's competence and potentially justify a push for his removal [5][6]. Summary by Sections Political Drama - Trump's visit to the Federal Reserve was marked by absurdity, as he criticized the renovation costs of the building, claiming it was more expensive than the Palace of Versailles, citing a figure of $3.1 billion [3]. - Powell refuted Trump's claims, indicating that the costs included expenses from previous renovations and necessary updates to address hazardous materials [4]. Monetary Policy Control - Trump has been vocal about his desire for a 3% interest rate cut, arguing it could save the U.S. trillions of dollars, but the Federal Reserve has resisted these demands due to inflation concerns related to Trump's tariff policies [4][6]. - The ongoing tension has led to speculation about Powell's potential removal, with Trump’s administration exploring legal avenues to challenge Powell's position [5][6]. Market Reactions - The political drama has caused market instability, with rumors of Powell's dismissal leading to significant fluctuations in U.S. stocks, bonds, and the dollar, while gold prices surged [6]. - As the Federal Reserve's meeting approaches, market attention is focused on whether Powell will implement even a symbolic interest rate cut of 0.25% [8].

Core Viewpoint - The White House Press Secretary Levitt stated that President Trump has no plans to dismiss the Federal Reserve Chairman [1] Group 1 - The statement indicates a stable relationship between the Trump administration and the Federal Reserve, which may influence market confidence [1]

Core Viewpoint - The article discusses the internal dynamics within the U.S. government regarding the potential dismissal of Federal Reserve Chairman Jerome Powell, highlighting the advice from Treasury Secretary Mnuchin against such a move due to possible economic, political, and legal repercussions [1][2][3]. Group 1: Economic Implications - Mnuchin has indicated that Powell's potential dismissal could lead to negative market reactions and a lack of immediate influence over monetary policy [3]. - Trump has publicly called for a 3% interest rate cut, suggesting it could save the U.S. $1 trillion annually, citing low inflation rates [2]. Group 2: Political Dynamics - There is a division within the Trump administration regarding Powell, with some officials criticizing the Federal Reserve's renovation project, which has exceeded its budget by $700 million, reaching a total of $2.5 billion [4]. - Mnuchin's advice reflects a broader concern that firing Powell could lead to a leadership vacuum and complicate the confirmation of a successor, especially given the potential for Senate gridlock [2][3]. Group 3: Future Leadership - The selection process for the next Federal Reserve Chairman has reportedly begun, with candidates including current economic advisor Kevin Hassett and former Fed governors [5]. - Powell's current term is set to expire in May next year, and his first term was appointed by Trump while his second term was appointed by Biden [5].

Core Viewpoint - The potential dismissal of Federal Reserve Chairman Jerome Powell by President Trump has caused significant market fluctuations, with initial declines in U.S. stock indices and a spike in gold prices, followed by a recovery in market sentiment after Trump's comments suggesting he may not proceed with the dismissal [1][2][6]. Group 1: Market Reactions - Following the news of Trump's potential action against Powell, U.S. stock indices experienced a sharp decline, while gold prices surged to $3,377 per ounce, marking a 1.64% increase [1]. - After Trump's subsequent remarks indicating he might not dismiss Powell, the U.S. stock indices nearly recovered their earlier losses, reflecting a restoration of market sentiment [6]. Group 2: Trump's Statements and Plans - Trump reiterated his dissatisfaction with Powell, labeling his performance as poor, but stated there are currently no plans to take action against him, despite having discussed the matter with congressional members [2][4]. - Trump mentioned that he is unlikely to dismiss Powell unless evidence of fraud emerges, and he has considered other candidates, including his economic advisor Kevin Hassett and Treasury Secretary Mnuchin, for the Fed chair position [4]. Group 3: Powell's Position - Powell, appointed during Trump's presidency, has faced ongoing pressure from Trump to lower interest rates and has been publicly criticized by him [4]. - Powell has asserted that he will remain in his position until his term ends in May 2026, emphasizing that Trump does not have the authority to dismiss him [4].

Core Viewpoint - President Trump has expressed dissatisfaction with Federal Reserve Chairman Jerome Powell, stating he is "bad" at his job, but currently has no plans to take action against him, including drafting a dismissal letter [1][2]. Group 1 - Trump indicated that he is unlikely to fire Powell unless fraud is proven, despite previous media reports suggesting imminent dismissal [1]. - Discussions have occurred regarding potential candidates for the Federal Reserve position, including White House economic advisor Kevin Hassett and Treasury Secretary Mnuchin [1]. - Powell was appointed during Trump's previous term and is expected to serve until May 2026, with Trump exerting pressure for interest rate cuts and criticizing Powell's performance [2]. Group 2 - The Trump administration has recently used the high renovation costs of the Federal Reserve headquarters as a new angle to attempt to dismiss Powell before the end of his term [2].

Core Viewpoint - Former President Trump has drafted a letter to dismiss Federal Reserve Chairman Jerome Powell and is seeking opinions from Republican House members on whether to proceed with this action [1] Group 1 - Trump presented the draft dismissal letter during a meeting with approximately a dozen Republican House members [1] - He expressed a likelihood of moving forward with the dismissal of Powell [1] - Some members of Trump's administration have warned that such a move could have disastrous consequences, potentially more extensive than the President anticipates [1]

Core Viewpoint - The White House has confirmed that President Trump may soon dismiss Federal Reserve Chairman Jerome Powell, although there is no specific timeline for this decision [1] Group 1 - The potential dismissal of Jerome Powell could have significant implications for U.S. monetary policy and financial markets [1] - The announcement reflects ongoing tensions between the Trump administration and the Federal Reserve regarding interest rate policies [1]