美联储的降息刺激了技术、金融和汽车的库存,而公用事业则可能落后。 The Fed’s rate cut boosts stocks in tech, finance, and autos, while utilities may lag.

JP摩根分析家预测,美联储最近的减息标志着向较宽松货币政策的转变,这将刺激资本重重和对利率敏感的部门,而S & P 500在放松周期的第二年历史性地上升了26.5%。 JPMorgan analysts predict that the Federal Reserve's recent rate cut, signaling a shift to easier monetary policy, will boost capital-heavy and rate-sensitive sectors, with the S&P 500 historically rising 26.5% in the second year of an easing cycle. 亚马逊、梅塔平台、福特汽车和美国银行等公司预计将从较低的借贷成本、更强劲的消费者需求和稳定的贷款增长中获益。 Companies like Amazon, Meta Platforms, Ford Motor, and Bank of America are expected to benefit from lower borrowing costs, stronger consumer demand, and stabilized loan growth. 与此相反,公用事业公司和有固定利率债务的公司可能业绩不佳。 In contrast, utilities and firms with fixed-rate debt may underperform. 投资者可能会在技术、周期性股票和金融领域找到机会,而防御性持有可能滞后。 Investors may find opportunities in tech, cyclical stocks, and financials, while defensive holdings could lag.