金融市场分析周报

Group 1 - The report indicates that the equity market experienced a broad decline, with major indices such as the Shanghai Composite Index and Shenzhen Component Index dropping by 2.07% and 2.93% respectively [2][5][76] - The real estate sector showed signs of volatility and correction, with the report suggesting that the recent shift towards a more accommodative real estate policy could lead to investment opportunities in the real estate chain, particularly in the post-cycle segments and the liquor industry [5][94] - The report highlights that the market sentiment improved with an increase in average daily trading volume to 8,517.30 billion, reflecting a rise of 27.73 billion compared to the previous week [76] Group 2 - The report discusses the Federal Reserve's hawkish stance as indicated in the May FOMC meeting minutes, which led to an increase in the US dollar index, reported at 104.7421, up by 0.2489 from the previous week [6][80] - It notes that the Fed's decision to maintain high interest rates for an extended period could delay any potential rate cuts, impacting market expectations [6][96] - The report emphasizes the importance of monitoring the real estate policies and government bond issuance speed, as these factors are expected to influence market dynamics in the near term [62][94]