Group 1 - The upcoming events, specifically the Federal Reserve's interest rate meeting and the Lujiazui Forum, are expected to significantly influence the A-share market trajectory [1][2] - The recent decline of the US dollar index has led to a global stock market rally, except for the A-share market, which is attributed to the limited appreciation of the RMB [2][4] - The Federal Reserve's upcoming policy guidance and the potential nomination of a new chairperson could heighten market expectations for a weaker dollar and interest rate cuts [5] Group 2 - The Lujiazui Forum on June 18 is anticipated to provide critical financial policy signals, influenced by the US-China trade agreement progress, the Federal Reserve's decisions, and recent economic data [5] - A potential RMB appreciation could alter the market landscape, fostering a unified market sentiment that has been lacking due to fragmented trading behaviors [7] Group 3 - Ordinary investors face challenges due to information asymmetry, as institutional investors often act on opportunities before they become public knowledge [8][10] - Identifying institutional investment patterns can help ordinary investors navigate the market more effectively, focusing on the activity levels of institutional funds [10][16] - The behavior of institutional investors shows three key characteristics: continuity, scale, and repetitiveness, which can be analyzed to understand their investment strategies [16]
央妈和美联储联动,A股本周大考!
Sou Hu Cai Jing·2025-06-16 06:32