A股晚间热点 | 高盛、大摩警告全球股市或回调至少10% 中国股票再获看好

Group 1 - The Chinese government has announced a 9-day Spring Festival holiday from February 15 to February 23, 2026, marking the longest Spring Festival holiday in history [1] - Following the announcement, there was a significant increase in search volume for train and international flight tickets, indicating a surge in travel interest [1] Group 2 - Goldman Sachs and Morgan Stanley have warned that global stock markets may experience a correction of at least 10% within the next 12 to 24 months, following a strong market rally [2] - Despite the warning, Goldman Sachs remains optimistic about investment interest in China, highlighting it as one of the world's largest and most important economies [2] Group 3 - The People's Bank of China announced a 700 billion yuan reverse repurchase operation to maintain liquidity in the banking system, indicating a commitment to monetary easing [3] - The operation is set for November 5, 2025, with a term of 3 months, reflecting the central bank's intention to support the market [3] Group 4 - In October 2025, the number of new A-share accounts opened in Shanghai fell to approximately 231,000, a 66% decrease year-on-year, indicating a slowdown in market participation [4] - The total number of new accounts opened in the first ten months of 2025 reached approximately 22.46 million, a 10.57% increase compared to the previous year [4] Group 5 - Investor Michael Burry has disclosed that approximately 80% of his fund's positions are short on Nvidia and Palantir, reflecting concerns about an AI bubble [5] - Despite the short positions, both stocks have seen price increases since the end of September, resulting in paper losses for Burry [5] Group 6 - High-dividend assets have shown strong performance as technology stocks have faced a pullback, suggesting a shift in investor sentiment towards more stable income-generating investments [6] - The contrasting performance of sectors before and after the holiday indicates significant market dynamics, with concerns about the sustainability of technology stock rallies [6] Group 7 - Following the implementation of a new tax policy, gold jewelry prices have increased by 7% to 8%, with some retailers reporting price hikes of up to 13% [7] - The market response to the tax changes suggests volatility in gold prices, with some retailers pausing sales to assess market conditions [7] Group 8 - The 2025 6G Development Conference is scheduled for November 13-14 in Beijing, aiming to release key research results and provide guidance for 6G standardization and industrialization [8] - The conference is expected to highlight the integration of artificial intelligence with communication technology, potentially enhancing the development of both fields [8]