$纳斯达克综合指数 (.IXIC.US) 美帝降息 50 个基点，官方利率降至 5%。开始有人意淫资金回流，房价上行、经济反弹。这里有几个客观事实，一个是当前利率依然处于高位 5%，那么在世界范围资产投资回报率不高的背景下，美元没有外流的动力，这个非常关键。除了资本的逐利本质外，资金安全更重要。对于一些区域，只有确定性高投资回报率不足以吸引美元流入，还要考量资金安全。
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