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美联储降息25个点!贷款便宜了,积蓄却缩水,普通人仍被割韭菜?
Sou Hu Cai Jing· 2025-10-08 10:38
2025年9月17日美国当地时间,美联储宣布将联邦基金利率目标区间下调25个基点,至4.00%-4.25%。 这是自去年12月以来,美联储时隔9个月首次调整政策利率,且此次降息完全符合市场预期。 此前,美联储主席鲍威尔在8月杰克逊霍尔央行会议上释放出偏向宽松的"转鸽"信号,叠加美国非农数据连续两个月表现不及预期。 8月CPI温和抬升,市场对本次降息的预期概率已接近100%。 美联储选择此时降息,核心动因在于美国就业市场的显著降温。 近期公布的美国8月就业数据增长几近停滞,失业金申领人数更是攀升至近四年高位,这表明就业市场降温速度可能远超此前预期。 在此背景下,降息成为防止经济进一步下滑、提振就业的重要手段。 但决策背后,美联储始终面临就业与通胀的"跷跷板"矛盾。 当前美国通胀水平仍高于2%的目标值,这也是美联储在半年多时间里迟迟未再调整利率的关键原因。 既要通过宽松政策稳定就业,又要避免通胀反弹失控,这种平衡考量贯穿了此次政策制定的全过程。 除了如期降息,本次美联储议息会议还呈现出多个值得关注的细节,这些细节直接影响市场对未来政策走向的判断。 市场原本预计此次降息可能伴随内部分歧,尤其是在特朗普呼吁更大幅度降 ...
中信证券:近期增量流动性依旧以绝对收益资金为主,预计市场仍将逐步回归结构性特征
Xin Lang Cai Jing· 2025-10-08 08:29
中信证券研报指出,资源安全、企业出海和科技竞争依然是最重要的结构性行情线索,对应的是资源 +出海+新质生产力的行业配置框架。国庆和中秋长假期间的热点主要集中在资源和AI领域:贵金属、 基本金属和能源金属价格全面上涨,资源安全主线的热度在提升;AI从企业级向消费级扩散的趋势越 发明显,用户入口抢夺或带来端侧硬件和应用大爆发。不过,也需要注意10月贸易领域争端开始更加频 繁,需坚定企业出海的大趋势,淡化外部扰动因素。从市场层面来看,近期增量流动性依旧以绝对收益 资金为主,预计市场仍将逐步回归结构性特征。 ...
What AMD's OpenAI deal means for Nvidia, healthcare stocks see major gains in 2025
Youtube· 2025-10-07 13:54
[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Tuesday 7th October.Coming up on the show, the shutdown continues. There are growing reports of air travel delays. Meanwhile, the president looks for healthc care talks with Democrats.Tesla is widely expected to launch a new car today. Will it be enough to reverse falling sales. And I'll tell you why.A Canadian mining company saw its shares pop almost 200% in the pre-market. So, grab ...
提供最专业的平台和运营团队!我们正在招募运营的同学~
自动驾驶之心· 2025-10-07 07:46
一眨眼,具身智能之心已经从一个小作坊慢慢成长为有技术深度和广度的平台,业务线也逐渐变得多起 来,已有的几个小伙伴已经逐渐忙不过来啦~是好事,说明这个产业在蒸蒸日上,整个行业的需求也越来 越多。 先介绍一下我们团队吧!团队用了2年多的时间孵化了具身智能之心、自动驾驶之心、3D视觉之心、大模 型之心Tech四个IP,全网近36w人,目前有公众号、视频号、知识星球、哔哩哔哩、知乎、小鹅通等多个平 台在持续运营。 现面向全体粉丝招聘全职&兼职一名运营和一名销售。 自媒体运营 主要工作职责: 岗位要求: 销售的同学 主要工作职责: 1)负责对接老师和学员,管理日常课程/辅导的进度; 2)负责各个平台的运营,提升相关群体的规模与质量; 3)参与策划各个平台的商业化项目与流量转换; 4)负责自动驾驶/具身智能/AI行业的商业、产品、技术类选题和内容; 5)负责原创稿件的撰写策划; 6)推后管理和数据复盘; 1)参与制作在线/硬件产品的宣传推文和视频; 2)负责对接硬件厂家和高校/企业客户; 3)负责在线教育产品的推广、转换; 岗位要求 工作地点 base:杭州、上海 成长机会 你将接触到国内顶级的运营团队,这里可以学习到很 ...
Why Gladstone Capital Corporation (GLAD) Deserves a Spot Among Top BDC Stocks
Insider Monkey· 2025-10-07 05:03
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
X @Bloomberg
Bloomberg· 2025-10-07 04:08
Elon Musk named a former Morgan Stanley executive the chief financial officer of xAI, the Financial Times reports, appointing an ally to help oversee one of the largest US AI startups https://t.co/Y5uIIf6JLy ...
Ohio Pension Fund Boosts Sprouts Farmers Market, Inc. (SFM) Stake by Over 2,400%
Insider Monkey· 2025-10-07 00:08
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Lecap Asset Management Invests $1,195,000 in US Foods Holding Corp. (USFD)
Insider Monkey· 2025-10-07 00:08
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
JPMorgan Initiates Coverage of Elbit Systems Ltd. (ESLT) with Neutral Rating
Insider Monkey· 2025-10-06 23:38
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Raymond James Lifts AeroVironment, Inc. (AVAV)’s Price Target To $348, Maintains Strong Buy Rating
Insider Monkey· 2025-10-06 23:38
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...