<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>早餐新闻：市场欢呼美联储决定</h2>
<p>###2025 年 3 月 20 日</p>
<table>
<thead>
<tr>
<th>周三市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>5,675  (+1.08%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>17,751 (+1.41%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>41,965 (+0.92%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$85,619 (+4.44%)</td>
</tr>
</tbody>
</table>
<p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/67dbee93d959a10067b35eb4/original.png/query-MTc0MjQ2NjcwNw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/67dbee93d959a10067b35eb4/original.png/query-MTc0MjQ2NjcwNw"/></p>
<h2>1. 利率前景缓解投资者担忧</h2>
<p>最新的美国联邦储备会议决定维持利率不变，点阵图仍显示今年有两次降息的可能性，缓解了因关税引发的通胀可能导致降息减少的担忧。主席杰罗姆·鲍威尔关于强劲经济的评论进一步帮助投资者松了一口气。</p>
<ul>
<li><strong>“我会告诉大家，经济似乎是健康的”：</strong> 鲍威尔表示，他理解情绪恶化，但相信经济活动并没有恶化。然而，他确实公开提到关税带来了高度的不确定性。</li>
<li><strong>通胀上升但为暂时性？：</strong> 尽管点阵图显示今年的中位数预测为两次降息（降至 3.75-4%），但有八名成员的预测高于这一利率区间，较 12 月的四名有所增加。这表明更多成员认为利率需要保持在高位以控制通胀。</li>
</ul>
<h2>2. 英伟达瞄准未来</h2>
<p>周四的 <strong>英伟达</strong>（NVDA 1.74%）年度开发者大会的量子日是许多投资者的重点，他们希望听到更多关于量子计算的进展以及如何实现商业化的信息。</p>
<ul>
<li><strong>开幕会议名为 “量子计算：我们在哪里以及我们要去哪里”：</strong> 首席执行官黄仁勋在 1 月份表示，实用的量子计算机仍需 15-30 年，这使量子股票下跌。然而，他今天将与包括 <strong>D-Wave</strong>（QBTS -2.04%）在内的合作伙伴进行炉边谈话，该股票在过去一年上涨了 416%。</li>
<li><strong>“我们可以轻松地在美国制造数千亿个”：</strong> 黄仁勋表示，业务正专注于将供应链从亚洲转移到美国，越来越多的电子产品将在国内生产和采购，以应对总统贸易政策的影响。</li>
</ul>
<h2>3. 苹果和谷歌遭遇欧盟监管机构打击</h2>
<p>欧洲委员会昨天对 <strong>苹果</strong>（AAPL 1.15%）和 <strong>谷歌</strong>（GOOG 2.16%）宣布的反垄断指控可能意味着它们的应用商店和操作系统将发生变化，因为欧盟旨在解决科技竞争问题。</p>
<ul>
<li><strong>“自我偏好” 策略：</strong> 欧盟委员会指控谷歌优先推广自己的服务而非竞争对手的服务，阻碍应用开发者公平地接触消费者。对于苹果而言，这与在 iOS 移动操作系统上提供更多第三方访问权限有关。</li>
<li><strong>“这简直是误导”：</strong> 谷歌 EMEA 竞争总监奥利弗·贝塞尔认为，最终结果将使人们更难在应用商店中找到他们所寻找的东西。苹果表示，此举将使业务陷入繁琐的监管之中。</li>
</ul>
<h2>4. 周四关注事项</h2>
<p>初请失业金数据预计将小幅上升至 224k，而上周为 220k。预计 2 月份现有房屋销售将从 408 万略降至 395 万。</p>
<ul>
<li><strong>美国第二大住宅建筑公司：</strong> 在房地产数据发布后，<strong>Lennar</strong>（LEN 1.75%）将在收盘后发布财报。在面临更高的材料和劳动力成本后，重点将放在毛利率的保持情况以及管理层对购房者需求的评估上。</li>
<li><strong>在 2000 年代两次被</strong> <strong><em>股票顾问</em></strong> <strong>推荐：</strong> <strong>联邦快递</strong>（FDX 0.66%）将在市场收盘后发布财报，投资者关注国际运输量恢复需求的迹象。上个季度，货运量下降了 11%，该业务希望转向更有利可图的领域。</li>
</ul>
<h2>5. 愚蠢的乐趣</h2>
<p><strong>耐克</strong>（NKE -0.55%）将在今天收盘后发布第三季度财报。请关注关于其数字和直销渠道表现的评论，因为上个季度出现了显著下降，以及关于扭转策略和与金·卡戴珊的 SKIMS 品牌合作的最新消息。</p>
<p>如果你是耐克的首席执行官一天，你会消灭哪个竞争对手，为什么？与朋友和家人讨论，或者成为会员，听听其他投资者的看法！</p>

英伟达

谷歌-A

苹果

<p>市场对美联储决定维持利率不变的消息反应积极，标准普尔 500 指数上涨了 1.08%，比特币上涨了 4.44%。美联储主席杰罗姆·鲍威尔向投资者保证经济健康，尽管对关税的担忧依然存在。英伟达的量子日备受期待，重点关注量子计算的进展。与此同时，苹果和谷歌面临来自欧盟的反垄断指控，这可能会影响它们的应用商店。即将发布的数据包括失业救济申请和房屋销售，Lennar 和 FedEx 的财报预计将提供市场需求的洞察</p>

<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png" alt="" original-src="https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>Breakfast News: Markets Cheer Fed Decision</h2>
<div class="lb-trans"><h2>早餐新闻：市场欢呼美联储决定</h2>
</div><h3>March 20, 2025</h3>
<div class="lb-trans"><p>###2025 年 3 月 20 日</p>
</div><table>
<thead>
<tr>
<th>Wednesday's Markets</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>S&amp;P 500</strong><br/>5,675  (+1.08%)</td>
</tr>
<tr>
<td><strong>Nasdaq</strong><br/>17,751 (+1.41%)</td>
</tr>
<tr>
<td><strong>Dow</strong><br/>41,965 (+0.92%)</td>
</tr>
<tr>
<td><strong>Bitcoin</strong><br/>$85,619 (+4.44%)</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>周三市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>5,675  (+1.08%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>17,751 (+1.41%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>41,965 (+0.92%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$85,619 (+4.44%)</td>
</tr>
</tbody>
</table>
</div><p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/67dbee93d959a10067b35eb4/original.png/query-MTc0MjQ2NjcwNw" alt="" original-src="https://braze-images.com/appboy/communication/assets/image_assets/images/67dbee93d959a10067b35eb4/original.png?1742466707"/></p>
<h2>1. Interest Rate Outlook Eases Investor Concern</h2>
<div class="lb-trans"><h2>1. 利率前景缓解投资者担忧</h2>
</div><p>The latest U.S. Federal Reserve meeting saw interest rates left unchanged, with the dot plot still showing the likelihood for two interest rate cuts this year, calming fears tariff-induced inflation could lead to fewer reductions than expected. Chair Jerome Powell's comments around a robust economy further helped to provide investor relief.</p>
<div class="lb-trans"><p>最新的美国联邦储备会议决定维持利率不变，点阵图仍显示今年有两次降息的可能性，缓解了因关税引发的通胀可能导致降息减少的担忧。主席杰罗姆·鲍威尔关于强劲经济的评论进一步帮助投资者松了一口气。</p>
</div><ul>
<li><strong>&#34;I would tell people the economy seems to be healthy&#34;:</strong> Powell said he understands sentiment has worsened, but believes economic activity hasn't. However, he did publicly cite tariffs as providing a high degree of uncertainty.</li>
<li><strong>Inflation rising but transitory?:</strong> Despite the dot plots showing a median forecast of two cuts this year (to 3.75-4%), eight members had projections higher than this rate banding, up from four in the December forecast. This shows more members see rates having to stay elevated to keep a lid on inflation.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“我会告诉大家，经济似乎是健康的”：</strong> 鲍威尔表示，他理解情绪恶化，但相信经济活动并没有恶化。然而，他确实公开提到关税带来了高度的不确定性。</li>
<li><strong>通胀上升但为暂时性？：</strong> 尽管点阵图显示今年的中位数预测为两次降息（降至 3.75-4%），但有八名成员的预测高于这一利率区间，较 12 月的四名有所增加。这表明更多成员认为利率需要保持在高位以控制通胀。</li>
</ul>
</div><h2>2. Nvidia Targets the Future</h2>
<div class="lb-trans"><h2>2. 英伟达瞄准未来</h2>
</div><p>Thursday's Quantum Day at <strong>Nvidia</strong>'s (NVDA 1.74%) annual developers' conference is the highlight for many, with investors hoping to hear more on advancements in quantum computing and how to commercialize it.</p>
<div class="lb-trans"><p>周四的 <strong>英伟达</strong>（NVDA 1.74%）年度开发者大会的量子日是许多投资者的重点，他们希望听到更多关于量子计算的进展以及如何实现商业化的信息。</p>
</div><ul>
<li><strong>Opening session called &#34;Quantum Computing: Where We Are and Where We're Headed&#34;:</strong> CEO Jensen Huang sent quantum stocks lower in January when he said practical quantum computers were still 15-30 years away. However, he'll be hosting fireside chats with partners today including <strong>D-Wave</strong>(QBTS -2.04%), with the stock up 416% in the past year.</li>
<li><strong>&#34;We can easily see ourselves manufacturing several hundred billion of it here in the U.S.&#34;:</strong> Huang said the business was focusing on changing the supply chain from Asia to the U.S., with a growing amount of electronics to be made and procured locally in response to the impact of the President's trade policies.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>开幕会议名为 “量子计算：我们在哪里以及我们要去哪里”：</strong> 首席执行官黄仁勋在 1 月份表示，实用的量子计算机仍需 15-30 年，这使量子股票下跌。然而，他今天将与包括 <strong>D-Wave</strong>（QBTS -2.04%）在内的合作伙伴进行炉边谈话，该股票在过去一年上涨了 416%。</li>
<li><strong>“我们可以轻松地在美国制造数千亿个”：</strong> 黄仁勋表示，业务正专注于将供应链从亚洲转移到美国，越来越多的电子产品将在国内生产和采购，以应对总统贸易政策的影响。</li>
</ul>
</div><h2>3. Apple and Google Hit by EU Regulators</h2>
<div class="lb-trans"><h2>3. 苹果和谷歌遭遇欧盟监管机构打击</h2>
</div><p>Antitrust charges announced yesterday by the European Commission on <strong>Apple</strong>(AAPL 1.15%) and <strong>Alphabet</strong>(GOOG 2.16%) could mean changes to their app stores and operating systems, as the bloc aims to tackle tech competition issues.</p>
<div class="lb-trans"><p>欧洲委员会昨天对 <strong>苹果</strong>（AAPL 1.15%）和 <strong>谷歌</strong>（GOOG 2.16%）宣布的反垄断指控可能意味着它们的应用商店和操作系统将发生变化，因为欧盟旨在解决科技竞争问题。</p>
</div><ul>
<li><strong>&#34;Self-preferencing&#34; tactics:</strong> The commission has accused Alphabet of pushing its own services ahead of rival ones, preventing app developers from fairly reaching consumers. For Apple, it relates to providing more access to third parties on the iOS mobile operating system.</li>
<li><strong>&#34;This is, quite simply, misguided&#34;:</strong> Oliver Bethell, Google's EMEA director for competition, feels the end result will make it harder for people to find what they are looking for on the app store. Apple said the move will wrap the business in red tape.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“自我偏好” 策略：</strong> 欧盟委员会指控谷歌优先推广自己的服务而非竞争对手的服务，阻碍应用开发者公平地接触消费者。对于苹果而言，这与在 iOS 移动操作系统上提供更多第三方访问权限有关。</li>
<li><strong>“这简直是误导”：</strong> 谷歌 EMEA 竞争总监奥利弗·贝塞尔认为，最终结果将使人们更难在应用商店中找到他们所寻找的东西。苹果表示，此举将使业务陷入繁琐的监管之中。</li>
</ul>
</div><h2>4. What to Watch on Thursday</h2>
<div class="lb-trans"><h2>4. 周四关注事项</h2>
</div><p>Initial Jobless Claims data is forecasted to rise modestly to 224k versus 220k from last week. Existing Home Sales for February are expected to show a slight drop from the 4.08 million to 3.95 million.</p>
<div class="lb-trans"><p>初请失业金数据预计将小幅上升至 224k，而上周为 220k。预计 2 月份现有房屋销售将从 408 万略降至 395 万。</p>
</div><ul>
<li><strong>The second largest U.S. home construction company:</strong> Following the property data release, <strong>Lennar</strong>(LEN 1.75%) releases earnings after the closing bell. After facing higher material and labor costs, focus will be on how gross profit margins are holding up, along with management's assessment of homebuyer demand.</li>
<li><strong>Twice recommended in</strong> <strong><em>Stock Advisor</em></strong> <strong>during the Noughties:</strong> <strong>FedEx</strong>(FDX 0.66%) will report after the market closes, with investors watching for signs of recovering demand in international shipping volumes. Last quarter, freight volumes dropped 11%, with the business looking to pivot toward more profitable areas.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>美国第二大住宅建筑公司：</strong> 在房地产数据发布后，<strong>Lennar</strong>（LEN 1.75%）将在收盘后发布财报。在面临更高的材料和劳动力成本后，重点将放在毛利率的保持情况以及管理层对购房者需求的评估上。</li>
<li><strong>在 2000 年代两次被</strong> <strong><em>股票顾问</em></strong> <strong>推荐：</strong> <strong>联邦快递</strong>（FDX 0.66%）将在市场收盘后发布财报，投资者关注国际运输量恢复需求的迹象。上个季度，货运量下降了 11%，该业务希望转向更有利可图的领域。</li>
</ul>
</div><h2>5. Foolish Fun</h2>
<div class="lb-trans"><h2>5. 愚蠢的乐趣</h2>
</div><p><strong>Nike</strong>(NKE -0.55%) will release Q3 earnings after the closing bell today. Keep an eye on commentary around performance from its digital and direct-to-consumer channels following significant declines last quarter, as well as updates on the turnaround strategy plus the collaboration with Kim Kardashian's SKIMS brand.</p>
<div class="lb-trans"><p><strong>耐克</strong>（NKE -0.55%）将在今天收盘后发布第三季度财报。请关注关于其数字和直销渠道表现的评论，因为上个季度出现了显著下降，以及关于扭转策略和与金·卡戴珊的 SKIMS 品牌合作的最新消息。</p>
</div><p>If you were the CEO of Nike for a day, and you can eliminate one competitor, who do you eliminate and why? Discuss with friends and family, or become a member to hear what your fellow Fools are saying!</p>
<div class="lb-trans"><p>如果你是耐克的首席执行官一天，你会消灭哪个竞争对手，为什么？与朋友和家人讨论，或者成为会员，听听其他投资者的看法！</p>
</div>

Breakfast News: Markets Cheer Fed Decision

- 美联储维持利率不变，预计今年将有两次降息，缓解投资者担忧。  
- Nvidia 在量子计算领域的进展备受关注，计划将供应链从亚洲转移到美国。  
- 欧盟对苹果和谷歌的反垄断指控可能影响其应用商店和操作系统。  

早餐新闻：市场对美联储的决定表示欢呼