说财经
2024.09.19 07:32
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萬眾矚目,四年首降 50 基點,抵禦失業率下行風險 | 美股高位預期打滿,出發 profit taking | 美債投短不投長 | 港息跟減,but 看死港樓、港股能有憧憬 | 美大選接力成焦點 | 仍看好黃金

 

找来大 banker 陆龙庭,美国大减 50 点,虽然鲍威尔说是因为追减的因素,减少 50 基点,另外 cpi 没有上行风险,反而要警惕失业率下行风险,但是市场先升后回,代表大家反应过来,觉得市场再冲机会不大?港楼港股等降息久矣,能否扳回一城?

0:00 四年首次减息 50 点子,是追赶而非提前

4:35 减息虽多,不宜对美股期望过高

7:47 失业率预计 4.4% 美债投资宜短不宜长,

11:55 香港马上跟减息,对楼市于事无补 | 股市有憧憬 新股有波澜 美的

16:10 美国总统选举成下一轮市场焦点

24:43 黄金仍旧有上升空间

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