美股投资需关注什么要点？

Group 1 - The macroeconomic factors significantly influence the performance of the US stock market, with GDP growth indicating potential corporate profit increases, thus supporting stock prices [1] - Employment data, including unemployment rates and market activity, directly affects consumer purchasing power and overall economic health, impacting corporate revenue growth [1] - Monetary policy, particularly the Federal Reserve's interest rate decisions, plays a crucial role in capital flow and costs, with lower rates stimulating investment and higher rates potentially leading to capital outflows from the stock market [1] Group 2 - Industry and company fundamentals are critical, with different sectors performing variably across economic cycles; consumer discretionary, technology, and finance sectors typically excel during expansions, while defensive sectors like consumer staples and healthcare may perform better during downturns [2] - A company's financial health, market competitiveness, product innovation, and management quality are essential for long-term growth prospects and stock price stability [2] - Understanding trading mechanisms and market rules, such as trading hours and T+0 trading systems, is vital for investors to develop effective strategies and optimize trading opportunities [2] Group 3 - Currency fluctuations, particularly the value of the US dollar, have significant implications for investment returns, affecting overseas investors' actual returns when converting US stock values back to their local currencies [2]