Group 1 - The global market appears to be driven by liquidity, with significant capital inflows into defense and cyclical stocks in the Eurozone, and nearly 1 trillion yuan from insurance funds into the Chinese stock market [2] - The expectation of a 25 basis point rate cut by the Federal Reserve in September is seen as a high probability event, which could inject momentum into Asian markets [2][4] - The S&P 500 index reached 6445.76 points in August, with major US indices up approximately 7% to 8% year-to-date, driven by expectations of Fed rate cuts [6] Group 2 - The Japanese stock market remains strong, with the Nikkei 225 index surpassing 43000 points, largely influenced by the AI boom [7] - Nvidia is expected to report second-quarter revenue of $53.8 billion, a 15% quarter-over-quarter increase, driven by high shipments of GB200 and early shipments of GB300 chips [8] - The A-share market has seen significant inflows, with approximately 1.5 trillion to 1.7 trillion yuan net inflow in the first half of the year, primarily from insurance companies [9][10]
全球牛市有望延续
Di Yi Cai Jing·2025-08-24 23:56