早盘直击｜今日行情关注

Group 1 - The Federal Reserve's interest rate cut expectations are leading market fluctuations, with a significant rise in market anticipation for a December rate cut following dovish comments from New York Fed President Williams on November 21 [1] - The A-share market's recent rebound over the past two weeks is partially attributed to these expectations, although the upcoming Fed announcement will shift market focus to domestic economic conditions and policy expectations [1] - Last week, the market experienced back-and-forth movements, contending around the 60-day moving average, with the Shanghai Composite Index closing below this average while the Shenzhen Component Index managed to close above it [1] Group 2 - The average daily trading volume for both markets last week was approximately 1.68 trillion yuan, showing a slight decrease compared to the previous week [1] - Market hotspots were primarily concentrated in upstream resources, military industry, and telecommunications sectors, with large-cap blue-chip stocks leading the gains while technology stocks showed some divergence [1] - The Shanghai Composite Index underwent a rapid adjustment in mid-November but found support above the early October low, gradually stabilizing and rebounding, indicating that the repair process may not be over yet as there are still gaps to fill above [1]