After the Fed's boots to raise interest rates landed, U.S. stocks once showed a strong rebound, but after Fed Chairman Powell's hawkish speech, U.S. stocks fell sharply. However, A-shares have simply withstood the external pressure today, and electronic stocks have risen against

After the boots of the Federal Reserve's interest rate hike landed, US stocks once showed a strong rebound, but after Fed Chairman Powell spoke in a hawkish manner, US stocks fell sharply. However, A shares simply withstood the external pressure today, and electronic stocks rose sharply against the market.

The Federal Reserve raised interest rates by by 275 basis points, and the Dow Jones Industrial Average, , Nasdaq, , after it once rose, " dived ". Today, , Hong Kong stocks, , also suffered a setback, but A-shares held on, and electronic stocks rose sharply against the market.

The Federal Reserve's interest rate hike boots are landed. What will A-shares reflect in November? Digital analysts analyzed to a reporter from the World Financial News that the Federal Reserve raised interest rates by 75 basis points, which is in line with market expectations, and A-shares are "calm". It is expected that the Fed's future interest rate hikes will have a weaker impact on the market. But it is important to note that US stocks rose sharply after the announcement of the Federal Reserve's interest rate hike, while US stocks fell sharply after Fed Chairman Powell's hawkish speech.

A shares fell slightly

A shares opened low , and then rebounded, and the overall performance was better. The Shanghai Composite Index closed down 0.19% at 2997.81 points, while the ChiNext Index rose slightly by 0.01% at 2376.06 points. The market reflects differentiation. Liquor, which has recently recovered, led the decline today, with Shanghai Stock Exchange 50 falling by more than 1%; boosted by electronics and military industry, Science and Technology Innovation 50 rose by more than 1%; CSI 300 closed down 0.81%.

2568 stocks in Shanghai and Shenzhen stocks, closed up, with 51 stocks hitting the daily limit; 2208 stocks closed down, with 5 stocks hitting the daily limit, with 5 stocks hitting the daily limit. From the perspective of mall trading volume, the activity of mall trading has increased recently. The trading volume on the first day of November was close to the trillion mark, and the trading volume of the next day exceeded one trillion yuan. Today, the daily trading volume of A-shares shrank to 886.5 billion yuan.

sector fell more and rose less, electronics, national defense and military industry, and basic chemical industry performed well, with gaining about 1%. Machinery and equipment, commerce and retail, and environmental protection all receive redemptions.

Computer sector fell more than 2%, food and beverage, media, and real estate sectors all fell more than 1%, and banks, non-bank finance, communications, transportation and other sectors closed green.

What is highly valued is that the movement of northbound funds has a certain impact on the mood of A-share markets. The net outflow in March was about 45.1 billion yuan, and the net outflow of northbound funds in October was 57.3 billion yuan. The major ups and downs sold the central assets of A-shares such as Kweichow Moutai , which aggravated the market's fear.

How to understand the market manifestation of the Fed's interest rate hike after the overnight Fed's interest rate hike is implemented? "After the Fed's interest rate hike boots landed, US stocks showed a strong rebound, but by 2:30 a.m., after Fed Chairman Powell was in charge of a regular press conference, US stocks fell sharply. The Dow Jones fell 1.55%, S&P 500 index fell 2.5%, and Nasdaq Composite Index fell 3.36%. " Yang Delong, chief economist of Qianhai Open Source Fund , analyzed to reporters that Powell's speech was hawkish. He said that it is too early for the Federal Reserve to consider suspending interest rate hikes, emphasizing that the interest rate level of terminal will be higher than previous expectations.

Yang Delong further analyzed that once the Federal Reserve suspends interest rate hikes, for example, decides to suspend interest rate hikes at some time next year, it will lay the foundation for my country's implementation of a loose monetary policy, which will help stabilize RMB exchange rate . In fact, as the market has begun to expect the Federal Reserve to suspend interest rate hikes next year, the dollar index has shown a turnaround and non-US money, including the RMB, has rebounded, which is conducive to boosting market confidence.

"The gap narrows in both directions, and the probability of U.S. inflation exceeding expectations again decreased." Shenwan Hongyuan chief macro analyst Qin Tai analyzed in a research report that the U.S. economic structure in the third quarter showed that at that time, U.S. demand tended to cool down, industrial production continued to improve, and supply and demand continued to move forward in both directions, and the demand gap narrowed. The probability of U.S. inflation exceeding expectations again decreased in the future. It is expected that the probability of the Federal Reserve's interest rate hike exceeding the expected path of the market is relatively low, and the yield on US bonds may fluctuate at a narrow range of around 4.0% in the near future.

General Manager of Industrial Bank Investment Funding Huang Huayan told reporters that the overnight Federal Reserve interest rate meeting decided to raise interest rates by 75 basis points in November, triggering the "fullness" of European and American stock markets, and A-shares do not exist for the sake of US stocks, and have their own rules of operating independently. In addition, the two countries have different economic cycles, and their impact is only temporary and mentally level, and cannot ultimately influence the development and direction of A-share markets. The Fed's interest rate hike boot has been put into place, A-shares have held up, the biggest negative news in November has been released, and the policy has ushered in a vacuum period. The only World Cup that affects the stock market or is not related to the stock market is about to open, Qatar cancels entry nucleic acid test , and the difficulties are reversed, facing a driving opportunity for careers, and at the same time, we must avoid the reappearance of the "World Cup curse".

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SMIC concept and Chiplet concept stocks rose nearly 3% against the market. Gusu Gutech hit the daily limit , Zhengye Technology and Saiwei Electronics rose by about 6%, Qipai Technology, Tongfu Microelectronics , Dagang Shares , Jintuo Shares rose by about 5%, China Resources Micro , Jingfang Technology , and Xinyuan Shares-U all performed well.

SMIC World rose slightly by 0.57% to 42.05 yuan per share, China Micro Company rose more than 4% to 115.17 yuan per share, and Northern Huachuang closed up 2.24% to 267.5 yuan per share. Lanqi Technology rose nearly 11%, and its cumulative rebound from October 12 to date has exceeded 53%.

The third-generation semiconductor concept rose about 3%, Sanan Optoelectronics closed up 4.66% at 19.1 yuan per share, and Silan rose about 6% at 34.38 yuan per share.

sedan chip concept rose by more than 2%, Naxin Micro rose by more than 10%, Yachuang Electronics and Beidouxingtong both rose by more than 7%, Xidi Micro and Xinhai Technology rose by more than 6%. Unigroup Guowei rose nearly 2% to 160.2 yuan per share, while Weier shares closed up 1.37% to 79.35 yuan per share.

EDA concept stocks also performed well. Saiwei Electronics, Anlu Technology -U, and Guangli Micro all rose by more than 5%, while Taiji Green Energy Technology Co., Ltd., Huada Jiutian, and Jiaolun Electronics all rose by nearly 3%.

html How to move November market

Geopolitical conflicts and the impact of the Federal Reserve's interest rate hikes, A-shares have fallen sharply many times this year. The Federal Reserve announced a 75 basis point rate hike overnight, which is the sixth time the Federal Reserve raised interest rates this year, 25 basis points in March, 50 basis points in May, and the fourth consecutive rate hike in June, July, September and November.

So, how do you understand the impact of this Fed interest rate hike on A-share markets?

"The 75 basis points increase in interest rates in November meets market expectations, so it has not had an impact on today's A-share market." Zhao Yuanyuan, director of investment at Jianhong Times, emphasized in an interview with a reporter from the World Financial News that the Fed's statement on the future interest rate hike process will still have an impact on the medium-term A-share market. The statement that interest rate hikes may be reduced to 50 basis points in December or January next year means that the depreciation rate of the RMB will slow down in the next two months, and foreign capital may no longer flow out in large quantities, which will reduce the impact on A-shares. But on the other hand, the Federal Reserve raised the terminal interest rate , which means that the interest rate hike cycle will extend, and the probability of foreign capital continuing to flow into A-shares in the next six months will decline. The impact of external factors on A-shares in November decreased, and the impact of domestic money policy and economic changes on A-shares is more important. At present, my country's central bank has once again stated that it will manipulate the total amount of money. Judging from high-frequency data such as freight, there is no trace of recovery in the economy. Therefore, A-shares will generally shake at low levels in November, but weak interest rates mean that there will be many opportunities for growth theme styles. It is recommended that investors pay attention to the policy/project-driven opportunities in various occupations when they are low.

"The Federal Reserve raised interest rates by 75 basis points in November in line with market expectations. After this interest rate hike, the ups and downs and slowdowns of future interest rate hikes will weaken, and the impact on the market will become weaker." Wang Jiang, general manager of the stock investment department of Yuanrong Capital, also told the reporter of the World Financial News that despite this, its interest rate level will remain high in 2023.Although domestic liquidity is environmentally friendly, considering that global liquidity is tight, it is difficult to show a comprehensive valuation market before its interest rates turn. It is recommended that investors gather the surplus of corporate enterprises on the molecular side, avoid subdivided occupations with high economic volume but marginal downward, and occupations with historically low economic valuations but high surplus uncertainty, and look for directions where the prosperity volume is up and both valuation cost-effectiveness.

Shanghai Composite Index has lost 3,000 points many times. How do you understand this? What risks should be paid attention to when investing in A-shares in November? "The recent market is repeatedly pulled near the 3,000 points of the Shanghai Composite Index. As predicted before, A-shares have a long-term certainty opportunity, but the short-term shock will be greater and continue for a period of time." Rong Hao, partner of Private Equity Ranking Network Wealth Management, told the World Financial News reporter that there are many reasons behind it: First, due to the continued scattered domestic epidemic, the production side is sufficient, but consumption is weak, and the demand time for recovery of smooth circulation is time; Second, the reality and expectations of the continued support of various domestic policies will not change; Third, the Federal Reserve's interest rate hike boots have landed, and the rapid interest rate hike cycle is approaching the end, the marginal effect on global capital has weakened, and the time period that has the greatest impact on A-share mood has simply passed. So it was still a good time to make a long-term layout at that time.