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【有獎】美股轉捩點要到了嗎?哪類基金可以上車?
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[Prize] Is the turning point for US stocks approaching? Which type of funds can be invested in now?

Whether the U.S. stock market can reach a turning point is undoubtedly the loudest discussion in the global market recently.
Currently, the Federal Reserve has signaled that it 'may slow down the pace of interest rate hikes,' but there is still a long way to go before a final conclusion can be confirmed; meanwhile, various economic data indicate that the overall growth of the U.S. economy is slowing; and the final result of the midterm elections has cast a layer of uncertainty over the market outlook.

There are voices in the market suggesting thatit is a good time to buy U.S. stocks, such as:
UBS GroupA previous statistical report on the 18 midterm elections after 1950 pointed out: the market rebounded continuously from early October to the end of the year, and then until March of the following year. The strength of the rebound in U.S. stocks during the midterm election year was much stronger than in other years.
Source: Haver, S&P, UBS Group
Other voices suggest that although historically,the U.S. stock market usually rises in the 12 months following midterm elections, this time might be different, such as:
BaringsChristopher Smart from the investment research institute believes: 'This mid-term cycle is not particularly significant because ultimately everything hinges on the attitude and policy of the Federal Reserve.'
Despite differing views on the overall trend of the U.S. stock market, there are still several sectors that may present structural opportunities, such as:
defense- UBS GroupDue to geopolitical factors like the Russia-Ukraine conflict, if the Republican Party secures a sweeping victory, spending will 'significantly' increase; if the Democratic Party retains at least one seat, spending will 'moderately' rise.
Energy- CitiAnalysts suggest that if the Republicans gain control of both the Senate and the House, policies encouraging U.S. energy production could be implemented.
Clean energy- State Street GlobalIf the Democrats maintain control of Congress, legislation supporting 'clean energy' might boost the performance of related sectors.
Healthcare- Goldman Sachs: The Democrats recently pushed through a law aimed at lowering prescription drug prices. If the Democrats win, the overall performance of pharmaceutical and biotech stocks may move in the opposite direction;
Large technology- Citi: It is still unclear whether the reform bill targeting large technology companies will gain bipartisan support. A Republican victory in the House or Senate could mean legislative stagnation, which implies that the sector may see a rebound;
There are also some funds on our platform that invest in the U.S. stock market. Which thematic funds might see a turning point?Fellow investors are welcome to join the discussion~
[Event Rules]
Reference angle:
1) Do you think the U.S. stock market will see a turning point? How do you view the impact of recent events on market trends?
2) Which sub-sectors of the US stock market do you feel optimistic/pessimistic about? Which funds do you think may present buying opportunities or require cautious observation?
[Event Period]
November 11 - November 25, 23:59
[Event Rewards]
The official evaluation will be based on factors such as argument rationale, brilliance, value, and popularity:
Essence Award (3 winners): The top 3 fellow investors will each receive a Futu starry sky umbrella.
[Thinking Face]Whether the US stock market will reach a turning point is undoubtedly one of the most discussed topics in the global market recently. Currently, the Federal Reserve has signaled a possible slowdown in the pace of interest rate hikes, but there is still a long way to go before the final conclusion is reached. At the same time, various economic data indicate that overall US economic growth is slowing. Moreover, the final result of the midterm elections adds another layer of uncertainty to the market outlook.  [Microphone]Some voices in the market suggest thatIt's a good time to buy US stocks, such as: UBS GroupA previous statistical report covering 18 midterm elections since 1950 pointed out: The market continued to rebound from early October to the end of the year, and extended into March of the following year. The rebound strength of US stocks in midterm election years was much stronger than in other years. [Microphone]Other opinions hold that although historically,The US stock market tends to rise within 12 months after the midterm elections, but this time it may not., such as: BaringsChristopher Smart from the Investment Research Institute believes: 'This mid-cycle is not particularly significant because ultimately everything hinges on the Fed’s stance and policies.'  Although there are differing views on the overall trend of the U.S. stock market, there are still a number of sectors that may present structural opportunities, such as: [Let Me See]defense—UBS Group:Due to geopolitical factors such as the Russia-Ukraine conflict, if the Republicans secure a major victory, spending will 'significantly' increase; if the Democrats retain at least one seat, spending will 'moderately' increase; [Let Me See]Energy—Citi:Analysts suggest that if the Republicans gain control of both the Senate and the House, policies encouraging U.S. energy production might be introduced...
Participation Award: Participants who engage in the discussion with over 30 words can earn 50 points, with no limit on the number of participants.
The final list of rewards and methods for claiming prizes will be announced within 15-30 business days after the event ends. For any inquiries, please contact us.@Xiang Xiang
Disclaimer: Futu reserves the final rights of interpretation and decision for this event. This document should not be considered as an offer, solicitation, invitation, or advice to buy or sell any investment product or make investment decisions, nor should it be interpreted as professional advice. Persons reviewing this document or making any investment decisions should fully understand the risks involved and the relevant legal, tax, and accounting characteristics and consequences, and determine whether the investment is suitable for their financial situation and investment objectives based on their personal circumstances, as well as whether they can bear the associated risks; seek appropriate professional advice when necessary. Investment involves risks, and investors should carefully read the fund information and related documents (including their risk factors). Investors are advised that the prices of fund products can go up as well as down and may fluctuate significantly in a short period of time. Investors may not be able to recover the amount invested in the fund, and past performance of the fund is not indicative of future results. Any forward-looking statements in this article shall not be regarded as guarantees of future performance, and actual situations or developments may differ materially from such statements.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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