美联储于9月18日如期宣布降息25bp,为港股市场提供了较为宽松的流动性环境。但当前距离10月29日议息尚有35天,美联储相关官员的发言在短期内引起较大扰动。展望后市,市场预期年内还将有两次降息。据CME FedWatch Tool数据,美联储10月降息25bp的概率为91.9%;12月降息25bp的概率为21.7%,降息50bp的概率为77%。从二级市场来看,聚焦港股市场创新药+CXO的恒生...
Source Link美联储于9月18日如期宣布降息25bp,为港股市场提供了较为宽松的流动性环境。但当前距离10月29日议息尚有35天,美联储相关官员的发言在短期内引起较大扰动。展望后市,市场预期年内还将有两次降息。据CME FedWatch Tool数据,美联储10月降息25bp的概率为91.9%;12月降息25bp的概率为21.7%,降息50bp的概率为77%。从二级市场来看,聚焦港股市场创新药+CXO的恒生...
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