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The dollar index (DXY00) on Wednesday rose by +0.22%.  The dollar whipsawed higher on Wednesday after recovering from a 3.5-year low.  The dollar initially retreated on Wednesday after the FOMC cut interest rates by -25 bp and signaled another -50 bp of rate cuts by year's end.  However, the dollar recovered its losses and turned higher on hawkish comments from Fed Chair Powell, who said higher goods prices are feeding through to inflation and that the FOMC expects inflation to continue to build into next ...

核心通胀数据与货币政策 - 2025年5月核心PCE通胀环比上升0.22% 同比上升2.68% 强化美联储鹰派立场将持续至下半年 [1] - 10年期国债收益率从3.35%攀升至3.45% 反映市场推迟降息预期 [2] 利率环境对金融业影响 - 收益率曲线陡峭化改善银行净息差 提升商业银行盈利能力 [2][4] - 银行股和保险公司受益于持续加息 2025年标普500金融板块ETF(XLF)年内涨幅达9.1% [5] - 高利率环境下贷款利差扩大 存款等短期负债增加进一步支撑净息差 [4] 重点推荐个股分析 - Nelnet(NNI) 当前财年盈利预期增长59% 过去60天盈利预测上调16.8% 获Zacks评级1级 [8] - Pagaya Technologies(PGY) 采用AI技术服务金融业 当前财年盈利预期增长195.2% 盈利预测60天内上调39.2% [9] - United Fire Group(UFCS) 财险公司 下一年盈利预期增长8% 盈利预测60天内上调3.3% 获Zacks评级2级 [10] 金融板块投资逻辑 - 金融股普遍支付股息 财务健康度成为核心评估指标 适合加入投资组合 [6] - 筛选标准采用Zacks评级1-2级且VGM评分A/B级 综合价值/成长/动量指标 [7]