现在的A股被消息操控！股价跟着波动，典型的「外部杠杆行情」！ 市场还专玩反套路：都说利空出尽是利好，结果成了资金跑路的信号；盼着利好能赚钱吧，机构早悄悄撤了，散户反复被割。 最近又有消息：美联储降息的预期又上升了，之前还不降息呢，短短几天又变了，到底怎么回事？今天我来好好讲讲！ 一，美联储7月降息预期大增 最近关于美联储降息的消息真是越来越热闹了。美联储副主xi鲍曼又出来吹风了，意思挺明白：要是通胀能老老实实保持温和，她个人是支持在7月份就动 手降息的。 这可不是孤例，之前美联储理事沃勒也表达了差不多的想法。 说实话，这两位大佬的表态，直接把7月降息这把火给点旺了。 关键的7月降息窗口就在7月30日，算算还有一个多月的时间。 如果懂王真能在关税谈判上发力，敲定那么一两个重要协议，那7月降息这事儿，概率可就大大提升了。 美联储现在的处境有点像走钢丝，压力越来越大，硬撑着不降息的时间越久，后面一旦撑不住，那降息的动作可能反而会来得更快更猛。 二，放水 但很多人都在等美联储降息，觉得只有它放水了，A股才能真正起飞，来一波大行情。这逻辑听着是顺，可现实呢？这两天A股难道没涨吗？ 看看盘面，普涨的架势也挺热闹。这就很有 ...

Group 1 - The core point of the article is the significant impact of the recent decision by China and the European Parliament to fully lift restrictions on mutual exchanges, which is seen as a positive signal for strengthening dialogue and cooperation between China and Europe [3][5]. - The trade volume between China and Europe reached 5.6 trillion, accounting for nearly one-third of global trade, indicating the importance of this relationship [6]. - If the China-Europe investment agreement is successfully negotiated, bilateral trade could potentially increase significantly, suggesting a shift towards a less US-centric global trade environment [7]. Group 2 - The announcement has generated excitement among investors, with many anticipating an influx of capital into the A-share market, although this enthusiasm may be based on a superficial understanding of the market dynamics [9]. - It is noted that while capital is targeting Chinese assets, it does not necessarily mean a direct influx into A-shares, as the scope of Chinese assets is broad, including Hong Kong stocks and the domestic real estate market [11]. - The article emphasizes that the key to stock market performance is not merely the presence of institutional investors but their sustained and active participation in trading [11][18].