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今年股市上限也就这个数了,等明年再凶猛
Sou Hu Cai Jing·2025-10-28 18:15

Core Viewpoint - The stock market has crossed the 4000 mark, but there is still uncertainty about its future direction and stability [2][3] Market Performance - The stock market is expected to fluctuate around the 4000 level, with no strict control anticipated moving forward [3] - The market has shown signs of distrust, with some investors pulling back despite the recent milestone [2][3] Economic Context - The current economic situation remains challenging, particularly with consumer spending not meeting expectations, necessitating liquidity to stimulate activity [6] - The real estate market has seen a significant decline, with national housing prices dropping 36% over the past four years [5] Policy and Planning - Recent government proposals focus on addressing unreasonable restrictions in the housing market and promoting a new model for real estate development [4] - The upcoming five-year plan emphasizes economic construction as a priority, which will influence market narratives [8] Investor Sentiment - The market's core narrative is driven more by sentiment than by economic fundamentals, indicating a need for confidence to attract investment [8] - The expectation is that the market will stabilize around 4000, with potential for gradual increases, but volatility is a concern [7][8]