Meta、阿里、百度、小米等巨头入局，高手看好这个景气赛道！

Core Viewpoint - The A-share technology stocks are leading the market, with broker stocks driving the Shanghai Composite Index to break out of a consolidation phase. The U.S. September CPI growth of 3% is below expectations, reinforcing market expectations for the Federal Reserve to continue interest rate cuts this year, which has stimulated U.S. stock indices to reach historical highs [1]. Group 1: Market Performance - A-share technology stocks are leading the market, with broker stocks pushing the Shanghai Composite Index higher [1]. - The U.S. September CPI increased by 3% year-on-year, which is below expectations, while core inflation rose by 0.2% month-on-month, marking the slowest growth in three months [1]. - The news has bolstered expectations for the Federal Reserve to lower interest rates within the year, contributing to the rise of U.S. stock indices to historical highs [1]. Group 2: Competition and Events - The 76th "Digging Gold" competition is ongoing, with participants seizing market opportunities this week. The competition runs from October 20 to October 31, with a simulated capital of 500,000 yuan [1][9]. - Participants can earn cash rewards based on their performance, with the first prize being 688 yuan and additional rewards for subsequent ranks [3]. Group 3: Industry Insights - Experts in the "Digging Gold" competition are optimistic about the A-share market, noting that the Shanghai Composite Index has broken through key resistance levels, opening up new upward potential [4]. - The upcoming quarterly earnings reports are expected to show positive performance in sectors such as PCB, refrigerants, IoT, electronic fabrics, and brokerage firms [5]. - There is a strong belief that significant opportunities lie within technology stocks, particularly in AI glasses, which are anticipated to reach a market scale comparable to smartphones [5]. Group 4: AI Glasses Market Potential - The global smart glasses (AI glasses) market is projected to see a shipment of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2% [6]. - By 2029, the global smart glasses market is expected to exceed 40 million units, with China's market share steadily increasing and a projected compound annual growth rate of 55.6% from 2024 to 2029, the highest globally [6]. - Major companies entering the AI glasses market include Alibaba, Baidu, Xiaomi, and Meta, with Meta currently holding a leading market share [5][6].