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你的资产正被鲍威尔改变!不管炒不炒股 这份美国降息生存指南必看
Sou Hu Cai Jing· 2025-09-25 07:14
不只是利率数字的变化,更是全球资本流动的重新布局 近期,美联储降息预期再度成为全球市场焦点。许多人困惑不已:为什么美国加息被称为"收割全世界",现在降息又被说成"收割全世界"?这种简单化的阴 谋论往往让我们忽略了背后的经济逻辑。 事实上,货币政策变化对不同人群产生截然不同的影响。今天我们将建立一套完整的分析框架,帮助你看清美国降息背后的真实机制,做出有利于自己的决 策。 什么是货币政策?简而言之,任何会增加或减少货币数量的政策都属于货币政策范畴。这些政策由各国央行制定和执行,虽然新闻不会直接说"央行要增加 或减少货币",但会通过专业术语传达这些信息。 利率调整远不止影响存贷款成本,其核心目标是调节市场上的货币数量。当美联储宣布降息,实际上意味着他们要以更低利率向外投放更多美元。美联储凭 什么能决定降息?因为它掌握着几乎无限的美元供应能力,可以通过大量放贷迫使商业银行跟进降息。 存款准备金率调整同样影响货币供应。比如准备金率下调0.5个百分点,银行就能将更多资金用于放贷,而且这些钱会通过银行系统的乘数效应放大,显著 增加市场流动性。 公开市场操作是另一个重要工具。当央行购买国债时,向市场注入流动性;出售国债时, ...
2024年广州数字经济核心产业增加值首次突破4000亿元
Sou Hu Cai Jing· 2025-08-13 13:47
Group 1 - The core viewpoint of the report indicates that Guangzhou's digital economy continues to rank among the top in the country, with the core industry value added expected to exceed 400 billion yuan in 2024, reaching 447.03 billion yuan, a year-on-year increase of 9.8% [1][3] - By 2024, the value added of Guangzhou's digital economy core industries will account for 14.41% of the city's GDP, with a contribution rate of 61.3% to the overall economic growth, highlighting its role in optimizing industrial structure and fostering new economic drivers [1][3] - The report predicts that by 2025, the core industry value added of Guangzhou's digital economy will surpass 500 billion yuan, with a year-on-year growth of approximately 10%, and the GDP proportion will exceed 15% [3] Group 2 - The report notes the rapid development of Guangzhou's low-altitude economy, with over 4,000 enterprises engaged in this sector by the end of 2024, ranking second nationally, and around 65 core enterprises [3] - The humanoid robot industry in Guangzhou is currently in a "catch-up" phase, with a solid industrial chain and advantages in electronic information and software services [3] - Recommendations include focusing on the "R&D + manufacturing + application" of humanoid robot terminal products, establishing a national-level technology innovation center, and developing a stable industrial chain ecosystem within 3 to 5 years [3][4]
“稳中向好、结构向优” 政策组合拳成效释放于供需两端
Xin Hua Cai Jing· 2025-07-15 14:19
Group 1: Economic Performance - In the first half of 2025, China's GDP reached 66,053.6 billion yuan, with a year-on-year growth of 5.3% at constant prices [1] - The overall economic performance reflects strong resilience and vitality despite a complex external environment [2][3] Group 2: Policy Support - Fiscal and financial policies have been actively supporting economic growth, with an increase in special government bonds from 1 trillion yuan to 1.3 trillion yuan [3] - The government has doubled the support for consumer goods replacement from 150 billion yuan to 300 billion yuan, indicating a proactive fiscal stance [3] Group 3: Industrial and Consumption Trends - Industrial added value for large-scale enterprises grew by 6.4% year-on-year, with advanced manufacturing and high-tech industries providing strong support [2] - There is a growing demand for high-quality, green, and low-carbon products, indicating an ongoing upgrade in consumption structure [2] Group 4: Trade and Financial Sector - China's import and export volume reached 21.7876 trillion yuan, a year-on-year increase of 2.9%, marking a historical high for the same period [4] - The interbank RMB market's weighted average interest rate fell from 1.86% in January to 1.46% in June, supporting the real economy [4][6] Group 5: Market Outlook - The capital market has shown signs of recovery, with the Shanghai Composite Index recently surpassing 3,500 points, reflecting improved market confidence [6] - Future policy innovations are expected to target weak areas of the macro economy, including real estate and service sectors [6]