The global market ushered in “Central Bank Super Week” this week. Central banks such as the Federal Reserve, the Bank of England, and the Bank of Japan will announce the latest interest rate decisions one after another. Among them, the content of the Fed's decision and future interest rate policy path are the focus of market attention. Currently, the market has fully calculated the Fed's interest rate hike to restart in September, but there are differences over whether it will continue to raise interest rates in the future. Many industry insiders believe that the Federal Reserve may start a preventive interest rate hike in September, with limited market disturbance in the short term, and the Fed currently lacks a foundation for continuing to raise interest rates drastically; for A-shares, changes at the industrial level will become the main line of operation in the next stage of the market, and the market is expected to gradually return to the upward range after macro-repressive factors are implemented. In terms of industry allocation, it is recommended to focus on opportunities in the direction of AI computing power chains and price increases for resource products. Furthermore, they are optimistic about dividend sectors such as banking and insurance, as well as sectors such as oil and gas extraction and oil service engineering, which are expected to benefit from high oil prices.

The global market ushered in “Central Bank Super Week” this week. Central banks such as the Federal Reserve, the Bank of England, and the Bank of Japan will announce the latest interest rate decisions one after another. Among them, the content of the Fed's decision and future interest rate policy path are the focus of market attention. Currently, the market has fully calculated the Fed's interest rate hike to restart in September, but there are differences over whether it will continue to raise interest rates in the future. Many industry insiders believe that the Federal Reserve may start a preventive interest rate hike in September, with limited market disturbance in the short term, and the Fed currently lacks a foundation for continuing to raise interest rates drastically; for A-shares, changes at the industrial level will become the main line of operation in the next stage of the market, and the market is expected to gradually return to the upward range after macro-repressive factors are implemented. In terms of industry allocation, it is recommended to focus on opportunities in the direction of AI computing power chains and price increases for resource products. Furthermore, they are optimistic about dividend sectors such as banking and insurance, as well as sectors such as oil and gas extraction and oil service engineering, which are expected to benefit from high oil prices.