1. Gold: The Fed's interest rate cut is usually seen as a signal of concern about the economy, which may increase the market's demand for gold. As a safe-haven asset, gold is often favored by investors when market uncertainty increases or economic expectations slow down. The expectation of a rate cut increases the market's positive expectations for gold, as a rate cut may lower interest rates and increase the attractiveness of holding gold.
2. Stock market and Internet assets: Interest rate cuts can help improve market liquidity, which may be good news for the stock market and Internet assets. Some funds have shown a good rebound under the expectation of interest rate cuts, especially those funds with heavy positions in Internet giants such as Tencent and Alibaba. In addition, these funds also hold US Internet assets such as Pinduoduo, Tencent Music, BOSS Direct and Manbang, which may be favored by investors in an interest rate cut environment.
3. AI-related assets: With the advancement of technology and the acceleration of digital transformation, the field of AI has become an investment hotspot. The Fed's interest rate cut may stimulate market demand for AI-related assets, as it helps reduce corporate financing costs and promote technological innovation and investment. Some analysts believe that the interest rate cut cycle may drive funds to areas such as AI.
In summary, with the Fed's expectation of a rate cut, gold, stock market, Internet assets, and AI-related assets may be favored by investors. However, investment decisions should be based on individual risk tolerance, investment goals, and market conditions. #BTC