【美联储加息箭在弦上 A股后市把握三类投资机遇】本周全球市场迎来“央行超级周”,美联储、英国央行、日本央行等央行将陆续公布最新利率决议,其中美联储的决议内容及未来利率政策路径是市场关注的焦点。当前市场对美联储9月重启加息已有较为充分的计价,但对其后续是否连续加息存在分歧。多位业内人士认为,美联储或在9月开启预防型加息,短期内对市场扰动有限,且美联储当前也缺乏持续大幅加息的基础;对A股而言,产业层面的变化将成为下一阶段市场的运行主线,在宏观压制性因素落地后,市场有望逐渐重回上行区间。在行业配置上,建议重点关注AI算力链、资源品涨价等方向机遇。此外,看好银行、保险等红利板块,以及有望受益于高油价的油气开采、油服工程等板块。
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