【美股分析】我们对下半年加息预期的判断如何？标普能否守住？

2022-05-02

本周指数继续在低位大幅震荡，周四盘后AMZN的财报再次损伤市场情绪，标普处于关键防线。下周是美联储五月议息会议，加息50个基点基本没有悬念；一季度GDP同比增长为负可以正反两面来看。我们对于五月之后的加息预期判断如何？为何和市场大多数人观点不同？哪些板块和个股在当前市场中可以重点关注？A股哪些个股开始有资金布局？

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