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和讯投顾高璐明:美联储主席暗示十月底再度降息,今天还会跌吗?
Sou Hu Cai Jing·2025-10-15 01:40

Group 1 - The Federal Reserve Chairman Powell indicated that the Fed may end balance sheet reduction and hint at a possible interest rate cut during the meeting on October 28-29, which is seen as a positive signal for global markets [1] - The emphasis on expanding domestic demand and strengthening the domestic cycle by high-level leaders is expected to benefit the consumer sector, fostering expectations for a rebound in related stocks [1] - The central bank's operation of 600 billion yuan in reverse repos is viewed as a supportive measure for the market, beneficial for both the economy and the market [1] Group 2 - The A-share market is likely to face adjustments today, as the positive news from the Fed has already been largely priced in, and trade and tariff issues remain the primary concerns affecting market sentiment [2] - The decline in spot silver and adjustments in crude oil prices are expected to negatively impact the commodity market, particularly oil [2] - The drop of nearly 2% in Chinese concept stocks indicates that the market will face certain pressures in the short term [2] Group 3 - The market has broken below previous breakout levels, indicating a shift back into a consolidation phase, increasing the likelihood of a pullback [3] - The significant volume increase during the market's decline suggests a short-term risk-off behavior among investors, complicating upward movement for the index [3] - Despite short-term volatility, the long-term upward trend remains intact, and investors are advised to reduce positions in underperforming stocks while being prepared to re-enter when the market stabilizes [3]