[Analysis of US Stocks] What is our judgment on the expectation of rates hike in the second half of the year? AMD's current view! MRK continues to be strong!
SPX continued to fluctuate sharply at a low level this week. AMZN's earnings once again damaged market sentiment, with SPX in a key defensive position. Next week is the Federal Reserve's May meeting on interest rates, and there is little doubt that it will raise interest rates by 50 basis points; the negative year-on-year GDP growth in the first quarter can be judged from both sides. What is our expectation of raising interest rates after May? Why is our view different from most people in the market? Which sectors and stocks can be focused on in the current market? Which A-share stocks begin to have capital inflow?
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