<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>早餐新聞：市場歡呼美聯儲決定</h2>
<p>###2025 年 3 月 20 日</p>
<table>
<thead>
<tr>
<th>週三市場</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>標準普爾 500</strong><br/>5,675  (+1.08%)</td>
</tr>
<tr>
<td><strong>納斯達克</strong><br/>17,751 (+1.41%)</td>
</tr>
<tr>
<td><strong>道瓊斯</strong><br/>41,965 (+0.92%)</td>
</tr>
<tr>
<td><strong>比特幣</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. 利率前景緩解投資者擔憂</h2>
<p>最新的美國聯邦儲備會議決定維持利率不變，點陣圖仍顯示今年有兩次降息的可能性，緩解了因關税引發的通脹可能導致降息減少的擔憂。主席傑羅姆·鮑威爾關於強勁經濟的評論進一步幫助投資者鬆了一口氣。</p>
<ul>
<li><strong>“我會告訴大家，經濟似乎是健康的”：</strong> 鮑威爾表示，他理解情緒惡化，但相信經濟活動並沒有惡化。然而，他確實公開提到關税帶來了高度的不確定性。</li>
<li><strong>通脹上升但為暫時性？：</strong> 儘管點陣圖顯示今年的中位數預測為兩次降息（降至 3.75-4%），但有八名成員的預測高於這一利率區間，較 12 月的四名有所增加。這表明更多成員認為利率需要保持在高位以控制通脹。</li>
</ul>
<h2>2. 英偉達瞄準未來</h2>
<p>週四的 <strong>英偉達</strong>（NVDA 1.74%）年度開發者大會的量子日是許多投資者的重點，他們希望聽到更多關於量子計算的進展以及如何實現商業化的信息。</p>
<ul>
<li><strong>開幕會議名為 “量子計算：我們在哪裏以及我們要去哪裏”：</strong> 首席執行官黃仁勳在 1 月份表示，實用的量子計算機仍需 15-30 年，這使量子股票下跌。然而，他今天將與包括 <strong>D-Wave</strong>（QBTS -2.04%）在內的合作伙伴進行爐邊談話，該股票在過去一年上漲了 416%。</li>
<li><strong>“我們可以輕鬆地在美國製造數千億個”：</strong> 黃仁勳表示，業務正專注於將供應鏈從亞洲轉移到美國，越來越多的電子產品將在國內生產和採購，以應對總統貿易政策的影響。</li>
</ul>
<h2>3. 蘋果和谷歌遭遇歐盟監管機構打擊</h2>
<p>歐洲委員會昨天對 <strong>蘋果</strong>（AAPL 1.15%）和 <strong>谷歌</strong>（GOOG 2.16%）宣佈的反壟斷指控可能意味着它們的應用商店和操作系統將發生變化，因為歐盟旨在解決科技競爭問題。</p>
<ul>
<li><strong>“自我偏好” 策略：</strong> 歐盟委員會指控谷歌優先推廣自己的服務而非競爭對手的服務，阻礙應用開發者公平地接觸消費者。對於蘋果而言，這與在 iOS 移動操作系統上提供更多第三方訪問權限有關。</li>
<li><strong>“這簡直是誤導”：</strong> 谷歌 EMEA 競爭總監奧利弗·貝塞爾認為，最終結果將使人們更難在應用商店中找到他們所尋找的東西。蘋果表示，此舉將使業務陷入繁瑣的監管之中。</li>
</ul>
<h2>4. 週四關注事項</h2>
<p>初請失業金數據預計將小幅上升至 224k，而上週為 220k。預計 2 月份現有房屋銷售將從 408 萬略降至 395 萬。</p>
<ul>
<li><strong>美國第二大住宅建築公司：</strong> 在房地產數據發佈後，<strong>Lennar</strong>（LEN 1.75%）將在收盤後發佈財報。在面臨更高的材料和勞動力成本後，重點將放在毛利率的保持情況以及管理層對購房者需求的評估上。</li>
<li><strong>在 2000 年代兩次被</strong> <strong><em>股票顧問</em></strong> <strong>推薦：</strong> <strong>聯邦快遞</strong>（FDX 0.66%）將在市場收盤後發佈財報，投資者關注國際運輸量恢復需求的跡象。上個季度，貨運量下降了 11%，該業務希望轉向更有利可圖的領域。</li>
</ul>
<h2>5. 愚蠢的樂趣</h2>
<p><strong>耐克</strong>（NKE -0.55%）將在今天收盤後發佈第三季度財報。請關注關於其數字和直銷渠道表現的評論，因為上個季度出現了顯著下降，以及關於扭轉策略和與金·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執行官一天，你會消滅哪個競爭對手，為什麼？與朋友和家人討論，或者成為會員，聽聽其他投資者的看法！</p>

英偉達

谷歌-A

蘋果

<p>市場對美聯儲決定維持利率不變的消息反應積極，標準普爾 500 指數上漲了 1.08%，比特幣上漲了 4.44%。美聯儲主席傑羅姆·鮑威爾向投資者保證經濟健康，儘管對關税的擔憂依然存在。英偉達的量子日備受期待，重點關注量子計算的進展。與此同時，蘋果和谷歌面臨來自歐盟的反壟斷指控，這可能會影響它們的應用商店。即將發佈的數據包括失業救濟申請和房屋銷售，Lennar 和 FedEx 的財報預計將提供市場需求的洞察</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>早餐新聞：市場歡呼美聯儲決定</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>週三市場</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>標準普爾 500</strong><br/>5,675  (+1.08%)</td>
</tr>
<tr>
<td><strong>納斯達克</strong><br/>17,751 (+1.41%)</td>
</tr>
<tr>
<td><strong>道瓊斯</strong><br/>41,965 (+0.92%)</td>
</tr>
<tr>
<td><strong>比特幣</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. 利率前景緩解投資者擔憂</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>最新的美國聯邦儲備會議決定維持利率不變，點陣圖仍顯示今年有兩次降息的可能性，緩解了因關税引發的通脹可能導致降息減少的擔憂。主席傑羅姆·鮑威爾關於強勁經濟的評論進一步幫助投資者鬆了一口氣。</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>“我會告訴大家，經濟似乎是健康的”：</strong> 鮑威爾表示，他理解情緒惡化，但相信經濟活動並沒有惡化。然而，他確實公開提到關税帶來了高度的不確定性。</li>
<li><strong>通脹上升但為暫時性？：</strong> 儘管點陣圖顯示今年的中位數預測為兩次降息（降至 3.75-4%），但有八名成員的預測高於這一利率區間，較 12 月的四名有所增加。這表明更多成員認為利率需要保持在高位以控制通脹。</li>
</ul>
</div><h2>2. Nvidia Targets the Future</h2>
<div class="lb-trans"><h2>2. 英偉達瞄準未來</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>週四的 <strong>英偉達</strong>（NVDA 1.74%）年度開發者大會的量子日是許多投資者的重點，他們希望聽到更多關於量子計算的進展以及如何實現商業化的信息。</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>開幕會議名為 “量子計算：我們在哪裏以及我們要去哪裏”：</strong> 首席執行官黃仁勳在 1 月份表示，實用的量子計算機仍需 15-30 年，這使量子股票下跌。然而，他今天將與包括 <strong>D-Wave</strong>（QBTS -2.04%）在內的合作伙伴進行爐邊談話，該股票在過去一年上漲了 416%。</li>
<li><strong>“我們可以輕鬆地在美國製造數千億個”：</strong> 黃仁勳表示，業務正專注於將供應鏈從亞洲轉移到美國，越來越多的電子產品將在國內生產和採購，以應對總統貿易政策的影響。</li>
</ul>
</div><h2>3. Apple and Google Hit by EU Regulators</h2>
<div class="lb-trans"><h2>3. 蘋果和谷歌遭遇歐盟監管機構打擊</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>歐洲委員會昨天對 <strong>蘋果</strong>（AAPL 1.15%）和 <strong>谷歌</strong>（GOOG 2.16%）宣佈的反壟斷指控可能意味着它們的應用商店和操作系統將發生變化，因為歐盟旨在解決科技競爭問題。</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> 歐盟委員會指控谷歌優先推廣自己的服務而非競爭對手的服務，阻礙應用開發者公平地接觸消費者。對於蘋果而言，這與在 iOS 移動操作系統上提供更多第三方訪問權限有關。</li>
<li><strong>“這簡直是誤導”：</strong> 谷歌 EMEA 競爭總監奧利弗·貝塞爾認為，最終結果將使人們更難在應用商店中找到他們所尋找的東西。蘋果表示，此舉將使業務陷入繁瑣的監管之中。</li>
</ul>
</div><h2>4. What to Watch on Thursday</h2>
<div class="lb-trans"><h2>4. 週四關注事項</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>初請失業金數據預計將小幅上升至 224k，而上週為 220k。預計 2 月份現有房屋銷售將從 408 萬略降至 395 萬。</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>美國第二大住宅建築公司：</strong> 在房地產數據發佈後，<strong>Lennar</strong>（LEN 1.75%）將在收盤後發佈財報。在面臨更高的材料和勞動力成本後，重點將放在毛利率的保持情況以及管理層對購房者需求的評估上。</li>
<li><strong>在 2000 年代兩次被</strong> <strong><em>股票顧問</em></strong> <strong>推薦：</strong> <strong>聯邦快遞</strong>（FDX 0.66%）將在市場收盤後發佈財報，投資者關注國際運輸量恢復需求的跡象。上個季度，貨運量下降了 11%，該業務希望轉向更有利可圖的領域。</li>
</ul>
</div><h2>5. Foolish Fun</h2>
<div class="lb-trans"><h2>5. 愚蠢的樂趣</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%）將在今天收盤後發佈第三季度財報。請關注關於其數字和直銷渠道表現的評論，因為上個季度出現了顯著下降，以及關於扭轉策略和與金·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執行官一天，你會消滅哪個競爭對手，為什麼？與朋友和家人討論，或者成為會員，聽聽其他投資者的看法！</p>
</div>

Breakfast News: Markets Cheer Fed Decision

- 美聯儲維持利率不變，預計今年將有兩次降息，緩解投資者擔憂。  
- Nvidia 在量子計算領域的進展備受關注，計劃將供應鏈從亞洲轉移到美國。  
- 歐盟對蘋果和谷歌的反壟斷指控可能影響其應用商店和操作系統。  

早餐新聞：市場對美聯儲的決定表示歡呼