A股下周剑指4000？

Market Sentiment - The market sentiment has turned optimistic again, with the Shanghai Composite Index reaching a new high for the year, indicating a potential target of 4000 points next week [1][7]. Trade Negotiations - Recent discussions between the US and China in Malaysia have alleviated concerns regarding tariffs, with both sides engaging in constructive dialogue [2]. - The US Treasury spokesperson described the discussions as "very constructive," suggesting that there is still room for negotiation, which is viewed positively by the market [2]. - The trade talks are reportedly in the final detail phase, with a framework established and pending clauses to be finalized before leaders review the agreement [2]. Economic Data - The US released its September inflation data, showing a year-on-year CPI of 3%, which is lower than the market expectation of 3.1% [3]. - Following the inflation report, the market reacted positively, anticipating two interest rate cuts by the Federal Reserve, leading to new historical highs in US stock markets [3]. Upcoming Events - Several significant market events are anticipated next week, including further disclosures from ongoing meetings, the APEC summit in South Korea on October 31, and the Federal Reserve's interest rate meeting on October 30 [5]. - The market is currently in a phase of buying expectations, and there is a need to observe if a "sell the fact" scenario will occur next week [5]. Technical Analysis - The Shanghai Composite Index is showing different patterns compared to other indices, with potential concerns about a top formation as indicated by MACD indicators [9]. - The market is at a critical juncture, where a confirmation of a top structure could signal caution for investors [9].