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中文(ZH) 中金：美联储年内或难以降息

CICC: US Fed unlikely to cut rates this year amid inflation concerns

By PulseAugur Editorial · [1 sources] ·

A recent report from CICC suggests that the US Federal Reserve may not be able to cut interest rates this year due to persistent inflation and a stable job market. Inflation is expected to remain above the Fed's 2% target, with PCE inflation projected above 3.5% and core PCE above 3%. This cautious stance from the Fed could impact the storage chip sector, which is currently experiencing a boom driven by AI computing power demand and rising domestic production rates. The storage chip sector has seen significant gains, with the Wind storage concept index rising nearly 4% recently. AI

IMPACT AI computing power demand is a key driver for the storage chip market's current boom, indicating a significant impact on hardware infrastructure.

RANK_REASON The cluster contains an analysis report from CICC regarding potential US Federal Reserve interest rate decisions and its impact on the storage chip market, which is not a direct event but an analysis of economic factors.

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

CICC: US Fed unlikely to cut rates this year amid inflation concerns

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The cluster contains an analysis report from CICC regarding potential US Federal Reserve interest rate decisions and its impact on the storage chip market, which is not a direct event but an analys…
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Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
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115 days old
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CICC: Fed unlikely to cut rates this year

    36氪获悉，中金公司最新研报指出，近期多项美国通胀数据超预期，就业市场则趋于稳定。债券出现抛售，市场对通胀的担忧持续升温。与此同时，美伊和平谈判未见实质性进展，霍尔木兹海峡仍处于事实封闭状态，能源价格上行风险难以消退。基准情形下，中金预计美国PCE通胀全年或将维持在3.5%以上，核心PCE通胀将在3%以上，均显著高于美联储2%的政策目标。在此背景下，美联储政策立场将转为更加审慎的方向，年内或难以进一步降息（此前预计下一次降息在第四季度）。

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