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大家好，我是萌萌，今天是2022年11月1号，星期二，欢迎来到A股作业帮。今日最强的还是各种茅，今天成交近壹万亿，大部分被茅吸走了。这是白马股的反杀，给做空的人一点颜色瞧瞧！不过钱都留到白酒、保险、旅游免税去了，信创这边就差了点。给大家屡一下时间点，北京时间11月4号凌晨2点多美联储加息，大概率是75bp，2:30鲍威尔讲话比加息多少更重要，可能会鹰一下；11月10号美国发布CPI，根据之前的PCE指数，可能CPI还是蛮高的，所以反弹也要11月10日之后了。然后12月还有一次大概率50bp的加息，12月的ZZJ会议可能有大政策。
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