According to the analysis, Powell's speech this week was not as dovish as the market expected, or AP deposits still sacrificed the wisdom of hawks and helped the dollar recover some lost ground. Nomura Securities strategists believe that there are a series of potential reasons for the strength of the US dollar this week, such as the decline in inflation expectations in the euro zone, more information betting and high obstacles after the federal deposit in 5438+ 10, the performance of US GDP and the resumption of quantitative easing by the European Central Bank.
The downward adjustment of AP deposits means that banks use interest rate adjustment to change cash flow. When the bank reduces information, the income of funds deposited in the bank will decrease, which will lead to the outflow of funds from the bank, and the deposit will become investment and consumption, which will lead to an increase in the liquidity of funds. The decline in interest rates in the United States is conducive to the inflow of foreign capital into the A-share market and to stocks in gold stocks, real estate, banks, non-bank finance and other industries. However, these are only predictions, not substantive investment suggestions.
Gold concept stocks: Sheng Da Mining (000603), Jinzhou Cihang (000587), Yintai Resources (000975), Shandong Gold (600547), Huayu Mining (60 1020), Winsome Jewelry (002574) and Jinyi Culture (0027266). Yuguang Gold and Lead (60053 1), Baiyin Nonferrous (60 12 12), Shengtun Mining (6007 1 1), Dongfang Jinyu (600086), etc.
Bank concept stocks: Chengdu Bank (60 1838), Sunong Bank (603323), Changshu Bank (60 1 128), Jiangsu Bank (6009 19) and Guiyang Bank (60/kloc). Bank of Ningbo (002 142), China merchants bank (600036), China citic bank (60 1998), bank of Beijing (60169), agricultural bank (60129).