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 growth of 3% is below market expectations, with core inflation rising by only 0.2%, the slowest growth in three months [1]. - The market anticipates continued interest rate cuts by the Federal Reserve, 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 [1]. - The competition allows participants to simulate trading with a capital of 500,000 yuan, running from October 20 to October 31 [1]. - Participants can gain access to exclusive market insights and analysis through the "Fire Line Quick Review" service by signing up for the competition [3][10]. Group 3: Industry Insights - Experts are optimistic about the potential of AI glasses, with the market expected to grow significantly [7]. - The global smart glasses market is projected to reach 4 million units shipped by mid-2025, with a year-on-year growth of 64.2% [7]. - The Chinese market is expected to see a compound annual growth rate of 55.6% from 2024 to 2029, leading global growth [7].