沪指冲上3900点，大盘一路狂飙，上证综指ETF（510760）涨超1%

Core Viewpoint - The long-term outlook remains optimistic, particularly for the technology sector in China, with continued prosperity expected in advanced industries such as telecommunications [1] Economic Outlook - China's GDP growth is projected at approximately 5% for both the first half and the entire year, which stands out among major global economies [1] - The expectation of RMB appreciation enhances asset attractiveness and provides room for monetary policy [1] Market Conditions - The Jackson Hole meeting has opened a window for potential interest rate cuts in September, with loose USD liquidity contributing to a global bull market [1] - The USD index has declined by about 10% since the beginning of the year, approaching long-term average levels, creating favorable conditions for non-USD markets [1] Investment Strategy - The domestic economy appears to be in a recovery phase, with ongoing narratives around artificial intelligence supporting a positive market outlook [1] - Recommended investment strategies include focusing on representative broad-based indices, specifically the CSI A500 ETF (159338) and the SSE Composite Index ETF (510760), to better navigate the anticipated market volatility [1]