风险管理性质的降息
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美股巨震,中国资产大涨
Di Yi Cai Jing· 2025-09-17 23:23
周三美股涨跌互现,美联储宣布降息25个基点符合预期,暗示年内可能继续降息两次,市场权衡政策路 径前景。 截至收盘,道指涨260.42点,涨幅0.57%,报46018.32点,纳指跌0.33%,报22261.33点,标普500指数跌 0.10%,报6600.35点。行业表现方面,金融板块领涨,科技板块领跌。 明星科技股表现分化,英伟达跌2.6%,甲骨文跌1.7%,亚马逊跌1.0%,谷歌跌0.6%,Meta跌0.4%,微 软涨0.2%,苹果涨0.3%。 纳斯达克金龙中国金龙指数涨2.8%。百度涨超11%,哔哩哔哩、阿里巴巴涨超2%,京东、网易涨超 1%。 美联储公开市场委员会会议落幕,宣布将基准利率下调25个基点至4.00%-4.25%,并表示就业领域的下 行风险已有所上升。新任美联储理事米兰(Stephen Miran)在周三会议上主张降息50个基点,是唯一 投反对票的委员。 美联储主席鲍威尔表示,决议体现了央行希望控制经济面临风险的意图。"在某种程度上,你可以将此 次降息视为一次风险管理性质的降息," 鲍威尔称。他补充道,随着劳动力市场开始降温,当前经济面 临的风险格局已呈现 "截然不同的态势",美联储主席表 ...
美联储降息靴子落地!美股巨震 黄金冲高失守3700美元
Di Yi Cai Jing· 2025-09-17 23:11
Market Overview - The Federal Reserve announced a 25 basis point cut in the benchmark interest rate to a range of 4.00%-4.25%, indicating potential for two more cuts within the year [3] - Fed Chair Jerome Powell described the rate cut as a risk management measure, acknowledging a shift in the economic risk landscape as the labor market cools [3] - The updated dot plot suggests the Fed may lower rates two more times by 25 basis points this year and once more next year [4] Stock Performance - The Dow Jones Industrial Average rose by 260.42 points, or 0.57%, closing at 46,018.32, while the Nasdaq Composite fell by 0.33% to 22,261.33, and the S&P 500 decreased by 0.10% to 6,600.35 [2] - Financial stocks led the market, with major banks like Goldman Sachs and Citigroup rising over 1% [2][5] - Notable tech stocks showed mixed results, with Nvidia down 2.6% and Microsoft up 0.2% [2] Economic Data - U.S. new home starts for August were reported at an annualized rate of 1.3 million, a decrease of 3.7% from July, falling short of market expectations [5] - Building permits dropped from 1.362 million in July to 1.312 million, marking the lowest level since May 2020 [5] Commodity Prices - International oil prices declined, with WTI crude oil down 0.73% to $64.05 per barrel and Brent crude down 0.76% to $67.95 per barrel [6] - Gold prices experienced slight fluctuations, with COMEX gold futures for September delivery down 0.19% to $3,681.80 per ounce [6]