#加密生态动态追踪 $LRC $JUV

The Federal Reserve has taken three consecutive actions! The rate cut wave has triggered a major shift in global capital, with the Chinese market becoming a hot favorite.

The Federal Reserve has made another bold move—the third rate cut this year, setting the interest rate range at 3.5%-3.75%. However, this decision was not unanimous; 3 out of 12 decision-makers voted against it, marking the largest disagreement since 2019. It seems that even the US is internally debating whether to continue controlling inflation and how to balance employment.

Interestingly, while the US is tangled in its own debates, global capital has made a clear choice—flooding into China. Data shows no deception: in the first half of the year, foreign investors net bought $10.1 billion worth of Chinese stock funds, and in just one month of the second half, they poured in $6 billion; northbound capital has been even more aggressive, with the Shanghai-Hong Kong-Shenzhen Stock Connect snatching up $10 billion worth of Chinese assets, and various Chinese concept ETFs being snapped up entirely.

Why is everyone rushing to China? The reason is straightforward. In the first three quarters, China's economy grew by 5.2%, consumption is recovering, high-end manufacturing is gaining momentum, and policies are still injecting support. Such an investment haven is right in front of us—who can resist?

A more crucial move is the appreciation of the Renminbi. For individuals, this means lower costs for overseas shopping and reduced expenses for studying abroad; for companies, importing raw materials and components becomes cheaper; and for the market ecosystem, a stronger Renminbi boosts foreign investor confidence, encouraging larger investments, creating a positive feedback loop. The Central Economic Work Conference has clearly stated that by 2026, China will continue to implement a combination of proactive fiscal policies and an accommodative monetary environment, maximizing certainty.

Ultimately, this wave reflects a global liquidity shift: the Fed's rate cuts are like throwing a stone into a pond, drawing all attention to China, a market with greater imagination. For long-term investors, this could be a good window of opportunity.