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@许亚鑫：美财长罕见批评联储主席，芯片再掀涨停潮！

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style=\"text-align: justify;\">贝森特的此番言论，与鲍威尔前一日的审慎表态形成鲜明对比。</p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/5eec85840de68accd35f5b427a20c9c3\" tg-width=\"1080\" tg-height=\"600\"><span>图片</span></p><p style=\"text-align: justify;\">如上图所示，美联储主席鲍威尔发表讲话，称股市估值\"相当高\"，并重申美联储面临通胀上升与就业下滑的双重挑战。他未明确表态十月是否降息，言论打压市场情绪引发获利回吐。</p><p style=\"text-align: justify;\">受此影响，隔夜黄金价格脱离3790美元/盎司的纪录高位，一度出现3785-3752的跳水，就是受到鲍威尔鹰派言论影响。</p><p style=\"text-align: justify;\">据CME“美联储观察”：美联储10月维持利率不变的概率为7%，降息25个基点的概率为93%。美联储12月维持利率不变概率为1.3%，累计降息25个基点的概率为22.5%，累计降息50个基点的概率为76.2%。</p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/e21b5cbaf3374f48eaa9a9a812abc67f\" tg-width=\"699\" tg-height=\"476\"><span>图片</span></p><p style=\"text-align: justify;\">如上图所示，市场目前普遍预期美联储分别会在10月底和12月中旬降息25个基点，即年内还有50个基点的降息空间。</p><p style=\"text-align: justify;\">然后，说几句大A，“924行情”周年庆啊。</p><p style=\"text-align: justify;\">盘面上，个股涨多跌少，沪深京三市超4400股飘红，今日全市场成交逾2.34万亿，沪深两市成交额2.33万亿，较上一个交易日缩量近1700亿。</p><p style=\"text-align: justify;\">AH股全线大涨：A股三大股指集体收高，创业板涨超2%，芯片半导体掀涨停潮，中芯国际等多股创历史新高，新能源权重股、券商等午后轮番拉升。</p><p style=\"text-align: justify;\">恒科指涨超2%，阿里暴涨近10%，创下2021年8月年以来的高位，半导体板块亦大涨，中芯国际H股创历史新高。</p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/2f27a7b66c0ea885a2b3eb6671ef890c\" tg-width=\"564\" tg-height=\"200\"><span>图片</span></p><p style=\"text-align: justify;\">还是早盘好啊，我记得早盘收市的时候还有72个，结果收盘只剩下60个了，罢了罢了，也是个大红包，先收下啦！</p><p><a title=\"$NQ100指数主连 2409(NQmain)$\" href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2409(NQmain)$</a> <a title=\"$道琼斯指数主连 2409(YMmain)$\" href=\"https://laohu8.com/FUT/YMmain?_gl=1*12wzqi2*_gcl_au*MTg4MjMyMTE5OS4xNzQ2NTQxMjI4\">$道琼斯指数主连 2409(YMmain)$</a> <a title=\"$SP500指数主连 2409(ESmain)$\" href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连 2409(ESmain)$</a> <a title=\"$黄金主连 2408(GCmain)$\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2408(GCmain)$</a> <a title=\"$WTI原油主连 2408(CLmain)$\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2408(CLmain)$</a></p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: justify;\"><strong>美国财政部长贝森特罕见地公开表达了对美联储主席鲍威尔的不满</strong>，批评其未能为降息建立清晰的议程，凸显出美国政府与美联储在货币政策路径上的分歧日益加剧。</p><p style=\"text-align: justify;\">贝森特周三在接受媒体采访时表示，当前的利率“限制性过强，需要下调”。他指出，对于鲍威尔未能在年底前释放至少降息100至150个基点的信号，他感到“有些惊讶”。</p><p style=\"text-align: justify;\">贝森特的此番言论，与鲍威尔前一日的审慎表态形成鲜明对比。</p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/5eec85840de68accd35f5b427a20c9c3\" tg-width=\"1080\" tg-height=\"600\"><span>图片</span></p><p style=\"text-align: justify;\">如上图所示，美联储主席鲍威尔发表讲话，称股市估值\"相当高\"，并重申美联储面临通胀上升与就业下滑的双重挑战。他未明确表态十月是否降息，言论打压市场情绪引发获利回吐。</p><p style=\"text-align: justify;\">受此影响，隔夜黄金价格脱离3790美元/盎司的纪录高位，一度出现3785-3752的跳水，就是受到鲍威尔鹰派言论影响。</p><p style=\"text-align: justify;\">据CME“美联储观察”：美联储10月维持利率不变的概率为7%，降息25个基点的概率为93%。美联储12月维持利率不变概率为1.3%，累计降息25个基点的概率为22.5%，累计降息50个基点的概率为76.2%。</p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/e21b5cbaf3374f48eaa9a9a812abc67f\" tg-width=\"699\" tg-height=\"476\"><span>图片</span></p><p style=\"text-align: justify;\">如上图所示，市场目前普遍预期美联储分别会在10月底和12月中旬降息25个基点，即年内还有50个基点的降息空间。</p><p style=\"text-align: justify;\">然后，说几句大A，“924行情”周年庆啊。</p><p style=\"text-align: justify;\">盘面上，个股涨多跌少，沪深京三市超4400股飘红，今日全市场成交逾2.34万亿，沪深两市成交额2.33万亿，较上一个交易日缩量近1700亿。</p><p style=\"text-align: justify;\">AH股全线大涨：A股三大股指集体收高，创业板涨超2%，芯片半导体掀涨停潮，中芯国际等多股创历史新高，新能源权重股、券商等午后轮番拉升。</p><p style=\"text-align: justify;\">恒科指涨超2%，阿里暴涨近10%，创下2021年8月年以来的高位，半导体板块亦大涨，中芯国际H股创历史新高。</p><p class=\"t-img-caption\"><img title=\"图片\" src=\"https://static.tigerbbs.com/2f27a7b66c0ea885a2b3eb6671ef890c\" tg-width=\"564\" tg-height=\"200\"><span>图片</span></p><p style=\"text-align: justify;\">还是早盘好啊，我记得早盘收市的时候还有72个，结果收盘只剩下60个了，罢了罢了，也是个大红包，先收下啦！</p><p><a title=\"$NQ100指数主连 2409(NQmain)$\" href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2409(NQmain)$</a> <a title=\"$道琼斯指数主连 2409(YMmain)$\" href=\"https://laohu8.com/FUT/YMmain?_gl=1*12wzqi2*_gcl_au*MTg4MjMyMTE5OS4xNzQ2NTQxMjI4\">$道琼斯指数主连 2409(YMmain)$</a> <a title=\"$SP500指数主连 2409(ESmain)$\" href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连 2409(ESmain)$</a> <a title=\"$黄金主连 2408(GCmain)$\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2408(GCmain)$</a> <a title=\"$WTI原油主连 2408(CLmain)$\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2408(CLmain)$</a></p></body></html>","text":"美国财政部长贝森特罕见地公开表达了对美联储主席鲍威尔的不满，批评其未能为降息建立清晰的议程，凸显出美国政府与美联储在货币政策路径上的分歧日益加剧。 贝森特周三在接受媒体采访时表示，当前的利率“限制性过强，需要下调”。他指出，对于鲍威尔未能在年底前释放至少降息100至150个基点的信号，他感到“有些惊讶”。 贝森特的此番言论，与鲍威尔前一日的审慎表态形成鲜明对比。 图片 如上图所示，美联储主席鲍威尔发表讲话，称股市估值\"相当高\"，并重申美联储面临通胀上升与就业下滑的双重挑战。他未明确表态十月是否降息，言论打压市场情绪引发获利回吐。 受此影响，隔夜黄金价格脱离3790美元/盎司的纪录高位，一度出现3785-3752的跳水，就是受到鲍威尔鹰派言论影响。 据CME“美联储观察”：美联储10月维持利率不变的概率为7%，降息25个基点的概率为93%。美联储12月维持利率不变概率为1.3%，累计降息25个基点的概率为22.5%，累计降息50个基点的概率为76.2%。 图片 如上图所示，市场目前普遍预期美联储分别会在10月底和12月中旬降息25个基点，即年内还有50个基点的降息空间。 然后，说几句大A，“924行情”周年庆啊。 盘面上，个股涨多跌少，沪深京三市超4400股飘红，今日全市场成交逾2.34万亿，沪深两市成交额2.33万亿，较上一个交易日缩量近1700亿。 AH股全线大涨：A股三大股指集体收高，创业板涨超2%，芯片半导体掀涨停潮，中芯国际等多股创历史新高，新能源权重股、券商等午后轮番拉升。 恒科指涨超2%，阿里暴涨近10%，创下2021年8月年以来的高位，半导体板块亦大涨，中芯国际H股创历史新高。 图片 还是早盘好啊，我记得早盘收市的时候还有72个，结果收盘只剩下60个了，罢了罢了，也是个大红包，先收下啦！ $NQ100指数主连 2409(NQmain)$ $道琼斯指数主连 2409(YMmain)$ $SP500指数主连 2409(ESmain)$ $黄金主连 2408(GCmain)$ $WTI原油主连 2408(CLmain)$","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/482085688529344","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NQmain","GCmain","YMmain?_gl=1*12wzqi2*_gcl_au*MTg4MjMyMTE5OS4xNzQ2NTQxMjI4","ESmain","CLmain"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1460,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":134,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/482213211251408"}