【ACY证券】会议纪要席卷股票与加密市场，周期板块为多头让出空间
<p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">昨日美市盘中，美联储发布了</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">12</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">月</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">15</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">日的货币政策会议纪要，引发全球股市与加密货币集体下滑。究其原因，主要在于纪要中体现了官员们对美国提前加息的支持。<b>纪要中的内容明显鹰派，提前且快速地加息反复被官员提及。不仅如此，官员们还认为在首次加息后便可以开始缩表，缩表速度也可以相应加快。</b>对比决议当日鲍威尔的讲话内容，会议纪要无疑有着更多干货，说明美联储内部已经在针对加息计划展开激烈讨论，因此金融市场昨日的激烈表现也容易理解。尤其是科技板块，受到最大程度的利空影响。现在的问题在于，这波由纪要所引发的市场下滑是否会延续成为趋势？</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p><p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p>
<p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">首先要明确的是，会议纪要只是对利率决议的补充，信息有其滞后性，并没有考虑到本周美国单日新增</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">100</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">万例的疫情爆发。而且昨日的行情还借了一波就业数据的东风，美国公布的</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">ADP</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">就业人数高达预期值的两倍，同样加强了市场对提前加息的期待。但实际上，<b>真正能够影响美联储决策的不是官员们的意见，也不是</b></span><b><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">ADP</span></b><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">就业人数，而是美联储主席鲍威尔的态度和本周五的非农就业人口。</span></b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">即便目前有</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">80%</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">的期货资本押注美联储</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">3</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">月份便开始加息，但决定权仍把握在鲍威尔手中，以其一贯的态度来看，首次加息时间可能并不会如市场所愿。因此对于金融市场而言，单凭昨日的纪要内容无法形成趋势行情，<b>这波全面回调将会给与多头交易者布局的机会（不包括科技板块与加密市场），尤其是此前表现不佳的周期板块。</b></span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p><p><br><br>data/attachment/portal/202201/06/131627o2ok13x12333akf3.jpg<br></p>
<p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="EN-AU" style="mso-no-proof:yes">
</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei""></span></span></p>
<p class="MsoNormal" align="center" style="text-align:center;line-height:normal"><i>DJ30一小时图</i></span></p>
<p class="MsoNormal" style="line-height:normal"><span style="font-size:16.5px;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">从道琼斯指数小时图来看，受到苹果、微软与</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">Salesforce</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">等头部企业股价下滑影响，指数同样脱离高位。不过相比纳指，道指的表现无疑更加抗跌。</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">K</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">线目前已经在</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">36400</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">附近开始企稳，现价下方有多根下影线支撑。</span><b><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">36200</span></b><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">水平线是道指长期震荡上沿位置，同时也是头部颈线位置，将提供较强的阻力转支撑效果。</span></b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">昨日的会议纪要无疑属于测试类利空，如果道指短时间内没有下穿颈线，便是多单入场的信号。考虑到动量指标还处在零线下方，空头力量可能还未释放结束，短线交易策略可以采用等待回调结束再行做多。入场位置主要看</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">36300</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">下方附近，将</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">36200</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">作为严格止损的参考。日内交易同样可以关注价格上穿</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">36500</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">的突破跟随信号。现价上方的阻力主要集中在</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">36700</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">颈线以及</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">36900</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">的前高位置。</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p>
<p class="MsoNormal" style="line-height:normal"><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei""><span style="font-size:16.5px;"> </span></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal;background:white"><span style="font-size:16.5px;"><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">今日关注资料</span></b><b><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></b></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal;background:white"><span style="font-size:16.5px;"><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">18:00<span style="mso-spacerun:yes"> </span></span><span lang="ZH-CN" style="font-family:
"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei";color:black;
mso-color-alt:windowtext">欧元区</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei";color:black;mso-color-alt:windowtext">11</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">月</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">PPI</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">月率</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal;background:white"><span style="font-size:16.5px;"><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">21:30<span style="mso-spacerun:yes"> </span></span><span lang="ZH-CN" style="font-family:
"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei";color:black;
mso-color-alt:windowtext">美国当周初请失业金人数</span><span lang="EN-AU" style="font-family:
"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei""></span></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal;background:white"><span style="font-size:16.5px;"><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">21:30<span style="mso-spacerun:yes"> </span></span><span lang="ZH-CN" style="font-family:
"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei";color:black;
mso-color-alt:windowtext">美国</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei";color:black;mso-color-alt:windowtext">11</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">月贸易帐</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal;background:white"><span style="font-size:16.5px;"><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">23:00<span style="mso-spacerun:yes"> </span></span><span lang="ZH-CN" style="font-family:
"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei";color:black;
mso-color-alt:windowtext">美国</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei";color:black;mso-color-alt:windowtext">12</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">月</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">ISM</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">非制造业</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">PMI</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal;background:white"><span style="font-size:16.5px;"><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">23:00<span style="mso-spacerun:yes"> </span></span><span lang="ZH-CN" style="font-family:
"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei";color:black;
mso-color-alt:windowtext">美国</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei";color:black;mso-color-alt:windowtext">11</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">月工厂订单月率</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal;background:white"><span style="font-size:16.5px;"><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">23:30<span style="mso-spacerun:yes"> </span></span><span lang="ZH-CN" style="font-family:
"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei";color:black;
mso-color-alt:windowtext">美国当周</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei";color:black;mso-color-alt:windowtext">EIA</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei";color:black;mso-color-alt:windowtext">天然气库存</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal;background:white"><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""><span style="font-size:16.5px;"> </span></span></p>
<p class="paragraph" style="margin:0in;vertical-align:baseline"><span style="font-size:16.5px;"><span class="normaltextrun"><b><span lang="ZH-CN" style="font-family: "Microsoft YaHei", sans-serif;">联系我们</span></b></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: "Microsoft YaHei", sans-serif;"> </span></span><span style="font-family: "Segoe UI", sans-serif;"></span></span></p>
<p class="paragraph" style="margin:0in;vertical-align:baseline"><span style="font-size:16.5px;"><span class="normaltextrun"><span lang="ZH-CN" style="font-family: "Microsoft YaHei", sans-serif;">电话：</span></span><span class="normaltextrun"><span style="font-family: "Microsoft YaHei", sans-serif;">167 4049 5509<span lang="ZH-CN">（中国）</span></span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: "Microsoft YaHei", sans-serif;"> </span></span><span style="font-family: "Segoe UI", sans-serif;"></span></span></p>
<p class="paragraph" style="margin:0in;vertical-align:baseline"><span style="font-size:16.5px;"><span class="normaltextrun"><span lang="EN-AU" style="font-family: Arial, sans-serif;"> </span></span><span class="normaltextrun"><span lang="EN-AU" style="font-family: "Microsoft YaHei", sans-serif;"> 1300 729 171</span></span><span class="normaltextrun"><span lang="ZH-CN" style="font-family: "Microsoft YaHei", sans-serif;">（澳大利亚）</span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: "Microsoft YaHei", sans-serif;"> </span></span><span style="font-family: "Segoe UI", sans-serif;"></span></span></p>
<p class="paragraph" style="margin:0in;vertical-align:baseline"><span style="font-size:16.5px;"><span class="normaltextrun"><span lang="EN-AU" style="font-family: "Microsoft YaHei", sans-serif;">QQ</span></span><span class="normaltextrun"><span lang="ZH-CN" style="font-family: "Microsoft YaHei", sans-serif;">：</span></span><span class="normaltextrun"><span lang="EN-AU" style="font-family: "Microsoft YaHei", sans-serif;">8000 97651</span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: "Microsoft YaHei", sans-serif;"> </span></span><span style="font-family: "Segoe UI", sans-serif;"></span></span></p>
<p class="paragraph" style="margin:0in;vertical-align:baseline"><span style="font-size:16.5px;"><span class="normaltextrun"><span lang="ZH-CN" style="font-family: "Microsoft YaHei", sans-serif;">微信：</span></span><span class="normaltextrun"><span style="font-family: "Microsoft YaHei", sans-serif;">acyau2011</span></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: "Microsoft YaHei", sans-serif;"> </span></span><span style="font-family: "Segoe UI", sans-serif;"></span></span></p>
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<p class="paragraph" style="margin:0in;vertical-align:baseline"><span style="font-size:16.5px;"><span class="normaltextrun"><span lang="ZH-CN" style="font-family: "Microsoft YaHei", sans-serif;">邮箱：</span></span><span class="normaltextrun"><span lang="EN-AU" style="font-family: "Microsoft YaHei", sans-serif;">[email protected]</span></span><span class="normaltextrun"><span style="font-family: Calibri, sans-serif;"> </span></span><span class="eop"><span style="font-family: Calibri, sans-serif;"> </span></span><span style="font-family: "Segoe UI", sans-serif;"></span></span></p><p class="paragraph" style="margin:0in;vertical-align:baseline"><span style="font-size:16.5px;"><span class="eop"><span style="font-family: Calibri, sans-serif;"></span></span></span></p><p><br><br>data/attachment/portal/202201/06/131648e2bbjiu5hqu2uu6u.gif<br></p>
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<p class="paragraph" style="margin:0in;vertical-align:baseline"><span style="font-size:16.5px;"><span class="normaltextrun"><b><span lang="ZH-CN" style="font-family: "Microsoft YaHei", sans-serif;">免责声明：</span></b></span><span class="normaltextrun"><span style="font-family: Arial, sans-serif;"> </span></span><span class="eop"><span style="font-family: "Microsoft YaHei", sans-serif;"> </span></span><span style="font-family: "Segoe UI", sans-serif;"></span></span></p>
<p class="paragraph" style="margin:0in;background:white;vertical-align:baseline"><span style="font-size:16.5px;"><span class="normaltextrun"><span lang="ZH-CN" style="font-family: "Microsoft YaHei", sans-serif; color: black;">本文内容由第三方提供。</span></span><span class="normaltextrun"><span style="font-family: "Microsoft YaHei", sans-serif; color: black;">ACY<span lang="ZH-CN" style="">证券对文中内容的准确性和完整性，不做任何声明或保证；由第三方的建议，预测或其他信息导致了投资损失，</span>ACY<span lang="ZH-CN" style="">证券不承担任何责任。本文内容不构成任何投资建议，与个人投资目标，财务状况或需求无关。如有任何疑问，请您咨询独立专业的财务或税务的意见。</span>ACY
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