美联储降息点评：美联储降息周期开启，有助于经济进一步复苏及资本市场信心提振

投资要点   5% 0% -5% -10% -15% -20% 2023/092024/022024/07 000300.SH   请阅读最后评级说明和重要声明 一、宏观分析4 1.美国：去通胀取得积极进展，就业市场降温4 2.国内：经济温和运行，出口表现亮眼5 二、美联储降息影响7 1.人民币汇率7 2.资本市场8 3.黄金9 4.铜9 三、投资建议10 1.科技10 2.消费12 3.公用事业13 ......................................................................................................................................................4 ...................................................................................................................................................5 ........................................................................................................................................5 ......................................................................................................................................................6 ......................................................................................................................................................6 ......................................................................................................................................................7 .........................................................................................................................8 .........................................................................................................8 .................................................................................................................8 ............................................................................................................9 .........................................................................................................................................................10 .................................................................................................................................................10 ...................................................................................................................11 ...................................................................................................................11 ...................................................................................................................11 ...................................................................................................................12 ...................................................................................................................12 ...................................................................................................................12 ............................................................................................................13 ............................................................................................................13 ..........................................................................................................13 ..........................................................................................................14    