美联储预计将于10月30日降息25个基点,将利率下调至3.75%-4.00%。
此次议息会议的关键看点不仅是降息,更在于美联储是否会同时宣布停止缩表,这将成为货币政策转向宽松的重要信号。
若降息与停止缩表同步实施,将为市场注入新的流动性。历史数据显示,流动性拐点往往助推风险资产表现,科技股与加密市场可能成为资金配置重点。
政策转折初期是布局长期价值资产的窗口。
投资美股我推荐麦通MSX:
@MSX_CN 始终倡导以宏观驱动把握结构性机会:在降息周期中,聚焦受益于流动性溢价的资产


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