B · Normal
[The Federal Reserve is on the verge of raising interest rates, and A-shares will seize three types of investment opportunities in the market outlook] September 15th, this week the global market is ushering in the "Central Bank Super Week". The Federal Reserve, the Bank of England, the Bank of Japan and other central banks will successively announce the latest interest rate resolutions. Among them, the content of the Federal Reserve's resolution and the future interest rate policy path are the focus of the market. The current market has fully priced in the Fed's resumption of interest rate hikes in September, but there are differences on whether it will continue to raise interest rates in the future. Many industry insiders believe that the Federal Reserve may start a precautionary interest rate hike in September, which will have limited disruption to the market in the short term, and the Fed currently lacks the basis for sustained and substantial interest rate hikes. For A-shares, changes at the industrial level will become the main line of market operation in the next stage. After the macro-suppressive factors are implemented, the market is expected to gradually return to the upward range. In terms of industry configuration, it is recommended to focus on opportunities such as the AI ​​computing power chain and rising resource product prices. In addition, we are optimistic about dividend sectors such as banking and insurance, as well as oil and gas exploration, oil services engineering and other sectors that are expected to benefit from high oil prices. (China Securities Journal)
Brokerage strategy 🕐 2026-09-15 06:29

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