尽管通胀亦有所上升，但当前美联储的政策天平更倾向于呵护就业。 本次决议投票中，仅新就职理事Miran投下反对票，其认为应降息50bp，鸽派明显。 美联储经济展望： 美联储预期本轮降息将较为有效地提振经济增长、促进就业，进一步暗示本轮"预防式降息"周期的幅 度或有限。 专题：美联储如期降息25个基点 鲍威尔坚称通胀仍处相对高位 9月美联储议息会议如期降息25bp，华安基金表示，政策天平倾向于呵护就业，点阵图指示年内仍有2次 降息。但联储主席在发布会上的表态偏鹰，导致大类资产走势反复，美元指数和美债利率走出V型，黄 金先涨后跌，美股也是下跌后有所反弹。（数据来源：Wind，截至2025/9/18） 决议声明： 美联储如期降息25BP，至4.0%-4.25%的利率区间。 强调就业的下行风险，在声明中表示"就业增长有所放缓，失业率有所抬升但仍较低"。 GDP预测上修：2025-2027年的预测均上修。 失业率预测上修：2026、2027年的预测均下修0.1%。 通胀预测基本不变：仅2026年的PCE预测上修0.2%。 鲍威尔发布会表态： 鲍威尔指出本次降息是一次"风险管理式"降息，表述整体偏鹰，未来降息决策仍取决于后 ...

消息面上，工业和信息化部等八部门近日印发了《汽车行业稳增长工作方案（2025—2026 年）》。 《工作方案》提出，2025年，力争实现全年汽车销量3230万辆左右，同比增长约 3%，其中新能源汽车 销量1550万辆左右，同比增长约20%；汽车出口保持稳定增长；汽车制造业增加值同比增长6%左右。 2026年，行业运行保持稳中向好发展态势，产业规模和质量效益进一步提升，涵盖32%新能源光伏权重 的创业板50指数值得长期关注。 对于看好中国科技成长板块长期发展的投资者，创业板50ETF（159949）提供了便捷高效的投资工具。 该产品跟踪创业板50指数的ETF标的，规模最大，流动性最好。投资者可通过股票账户直接交易创业板 50ETF（159949），也可通过联接基金（A类：160422；C类：160424；I类：022654；Y类：022976） 进行投资。专家建议投资者采用定投或分批建仓方式平滑短期波动风险，并密切关注指数成分股的业绩 兑现情况和相关政策落地进度。 9月16日，三大股指集体收涨，机器人概念爆发。华安创业板50ETF（159949）收盘涨1.11%，报1.453 元，换手率10.38%，成交额25 ...

市场风格轮动如潮，但有一只指数在近三轮行情中持续领跑主流宽基指数，涨幅均超70%，全市场规模 最大的创业板50ETF（159949）今日盘中再涨超2%。 9月15日，三大股指半日收涨，游戏、创业板、锂电池等方向领涨。创业板50指数作为高弹性成长标 杆，在此轮行情中再次展现其领跑实力，创业板50ETF（159949）涨2.40%，报1.448元，换手率 7.97%，成交额20.28亿元，居同类标的ETF首位。 | ન્દ્રક્ત | 名称 | 用代 | 派炊幅 IOPV | 清新率 | 换手率 | | 成交金额 ▼ 5日涨跌幅 60日涨跌幅 年初至今 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 159949 | 创业板50ETF | 1.445 | 2.40% 1.4485 -0.03% | | 7.97% | 20.28亿 | 6.08% | 61.25% 50.68% | | | 159682 | BIANSOETF | 1.406 | 2.40% 1.4061 | -0.01% | 6.59% | 3.431 ...

Group 1 - The stock market has shown significant volatility in the optical communication sector, but many institutions remain optimistic about the long-term performance of the AI computing power sector [1] - Guosheng Securities noted that despite emotional adjustments in the market, large orders and strong demand in the overseas AI computing power sector confirm the stability of the optical module industry's fundamentals [1] - Western Securities believes that with the rapid development of generative AI models and accelerated application deployment, the infrastructure for AI computing power will continue to iterate and is expected to accelerate layout [1] Group 2 - The ChiNext 50 ETF (159949) was established in June 2016 and tracks the ChiNext 50 Index, which consists of the 50 stocks with the highest average daily trading volume in the ChiNext market [2] - The fund manager highlighted that the ChiNext 50 Index gathers growth stocks in advantageous sectors such as information technology, new energy, financial technology, and pharmaceuticals, indicating high long-term allocation value [2] - Investors can trade the ChiNext 50 ETF directly through stock accounts or via linked funds, and it is recommended to adopt a systematic investment approach to mitigate short-term volatility risks [2] Group 3 - On September 11, the three major stock indices strengthened, with the ChiNext index rising by 4.31% to 3029.58 points, leading to a 5.11% increase in the ChiNext 50 ETF (159949) [3] - The ETF's top ten holdings all saw gains, with notable increases in stocks such as Zhongji Xuchuang (up 13.98%) and Xinyi Sheng (up 12.08%) [3] - The trading volume for the ChiNext 50 ETF reached 1.999 billion yuan, with a turnover rate of 8.40%, making it the top performer among similar ETFs [3]

Group 1 - The ChiNext index experienced a strong increase in early trading, with a peak rise of 1.59%, driven by sectors such as brain engineering, insurance, and cross-border e-commerce [1] - The ChiNext 50 ETF (159949) rose by 2.05%, with a trading volume nearing 600 million yuan, indicating strong investor interest [1] - The People's Bank of China announced a package of monetary policy measures, including a 0.1 percentage point reduction in policy rates and a 0.25 percentage point reduction in structural monetary policy rates [1] Group 2 - Open Source Securities noted that the reduction in reserve requirements and interest rates is expected to boost domestic demand, with the central bank's actions aimed at stabilizing liquidity and bank interest margins [2] - Huaxi Securities emphasized the importance of stability, stating that the collaboration between the Central Huijin Investment and the central bank provides robust support for market stabilization efforts [2]