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A50,突发!三大利好“集结”!这场“闹剧”,影响多大?
Sou Hu Cai Jing·2025-11-05 03:26

Group 1 - A-shares showed resilience compared to the global market, with over 2700 stocks rising despite a significant drop in the global market [1][2] - The China Logistics and Purchasing Federation reported a recovery in the China Warehousing Index to 50.6% in October, indicating economic vitality [2][3] - The People's Bank of China announced a 700 billion yuan reverse repurchase operation, signaling continued liquidity support in the market [2][4] Group 2 - Specific sectors such as Hainan and Fujian showed strong performance, with stocks like Haima Automobile and Zhongneng Electric reaching their daily limits [3][4] - Concerns about the impact of the U.S. government shutdown on liquidity were raised, with expectations that liquidity pressure may ease once the government reopens [4][5] - Analysts noted that the narrative around a U.S. liquidity crisis may be exaggerated, as the current reserve levels are adequate, but future expansions may be necessary [5]