美联储降息 50 个基点，开启美国降息通道。边际受益最大的还是港股优质稳健低估值高股息龙头企业。其次是美国国债。因为欧美日本股市都在高位，已经充分反应降息预期，股息率也没🈶吸引力。美国降息通道打开后，预计会在未来几年逐步将至 2-3% 左右的合理水平，甚至零利率可能再现江湖，那 5%-10% 的港股稳健高股息股票就会很有吸引力。
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