平安证券：美联储首次降息50BP对经济和市场整体影响可能更偏积极_老虎社区_美港股上老虎

平安证券：美联储首次降息50BP对经济和市场整体影响可能更偏积极

新浪财经2024-09-19

平安证券首经团队分析认为，2024年9月美联储议息会议不寻常地以50BP开启降息周期，但并未完全脱离市场预期。降息50BP的“情理之中”在于，美国就业市场走弱的斜率较为陡峭，通胀也较快回落，就业和通胀形势快速回到“平衡”状态，美联储维持“限制性利率”显得不合时宜，需要尽快迈向“中性利率”。但是，经济和通胀上行风险也是降息后可能出现的“意料之外”。倾向认为，美联储年内合理的降息幅度为100BP，即...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2468599502?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-09-19 09:39","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2468599502","market":"us","top_or_hot":-1,"title":"平安证券：美联储首次降息50BP对经济和市场整体影响可能更偏积极","media":"新浪财经","content":"<div>\n<p>平安证券首经团队分析认为，2024年9月美联储议息会议不寻常地以50BP开启降息周期，但并未完全脱离市场预期。降息50BP的“情理之中”在于，美国就业市场走弱的斜率较为陡峭，通胀也较快回落，就业和通胀形势快速回到“平衡”状态，美联储维持“限制性利率”显得不合时宜，需要尽快迈向“中性利率”。但是，经济和通胀上行风险也是降息后可能出现的“意料之外”。倾向认为，美联储年内合理的降息幅度为100BP，即...</p>\n\n<a href=\"https://finance.sina.com.cn/7x24/2024-09-19/doc-incpsatu3832721.shtml\">网页链接</a>\n\n</div>\n","source":"sina_us","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>平安证券：美联储首次降息50BP对经济和市场整体影响可能更偏积极</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n平安证券：美联储首次降息50BP对经济和市场整体影响可能更偏积极\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-19 09:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/7x24/2024-09-19/doc-incpsatu3832721.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>平安证券首经团队分析认为，2024年9月美联储议息会议不寻常地以50BP开启降息周期，但并未完全脱离市场预期。降息50BP的“情理之中”在于，美国就业市场走弱的斜率较为陡峭，通胀也较快回落，就业和通胀形势快速回到“平衡”状态，美联储维持“限制性利率”显得不合时宜，需要尽快迈向“中性利率”。但是，经济和通胀上行风险也是降息后可能出现的“意料之外”。倾向认为，美联储年内合理的降息幅度为100BP，即...</p>\n\n<a href=\"https://finance.sina.com.cn/7x24/2024-09-19/doc-incpsatu3832721.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://finance.sina.com.cn/7x24/2024-09-19/doc-incpsatu3832721.shtml","article_id":"2468599502","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2468599502","pubTimestamp":1726709981,"columns":[],"sourceInfo":{"source_id":"sina_us","name":"新浪美股"},"weMediaInfo":null,"summary":"平安证券首经团队分析认为，2024年9月美联储议息会议不寻常地以50BP开启降息周期，但并未完全脱离市场预期。降息50BP的“情理之中”在于，美国就业市场走弱的斜率较为陡峭，通胀也较快回落，就业和通胀形势快速回到“平衡”状态，美联储维持“限制性利率”显得不合时宜，需要尽快迈向“中性利率”。但是，经济和通胀上行风险也是降息后可能出现的“意料之外”。倾向认为，美联储年内合理的降息幅度为100BP，即后续两次会议各降25BP，以防止金融条件不必要地过快放松。本轮美联储政策的灵活性较强，传递了政策“不愿落后”的决心，首次降息50BP对经济和市场整体影响可能更偏积极。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4588":"碎股","SSO":"2倍做多标普500ETF-ProShares","BK4550":"红杉资本持仓","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","OEX":"标普100","BK4581":"高盛持仓","IVV":"标普500ETF-iShares","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF-ProShares",".SPX":"S&P 500 Index","SPY":"标普500ETF","BK4559":"巴菲特持仓","SH":"做空标普500-Proshares"},"translate_title":"Ping An Securities: The Federal Reserve's first interest rate cut of 50BP may have a more positive impact on the economy and the overall market","themeId":"ef73bc46c92bbf766352807a8c3092cf","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OEX":0.6,"SDS":0.6,"OEF":0.6,"ESmain":0.6,"IVV":0.6,"SPY":1,"SSO":0.6,"SH":0.6,"SPXU":0.6,".SPX":0.6},"content_text":"平安证券首经团队分析认为，2024年9月美联储议息会议不寻常地以50BP开启降息周期，但并未完全脱离市场预期。降息50BP的“情理之中”在于，美国就业市场走弱的斜率较为陡峭，通胀也较快回落，就业和通胀形势快速回到“平衡”状态，美联储维持“限制性利率”显得不合时宜，需要尽快迈向“中性利率”。但是，经济和通胀上行风险也是降息后可能出现的“意料之外”。倾向认为，美联储年内合理的降息幅度为100BP，即后续两次会议各降25BP，以防止金融条件不必要地过快放松。本轮美联储政策的灵活性较强，传递了政策“不愿落后”的决心，首次降息50BP对经济和市场整体影响可能更偏积极。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}