利好空窗期如何操作？巧借定投理性“冬藏”

Group 1 - The core viewpoint of the articles indicates that the A-share market is expected to maintain a slow upward trend due to clear policy guidance and the onset of a Federal Reserve rate cut cycle, despite a temporary adjustment phase [1] - Major brokerages predict that the market will experience a period of consolidation in November, setting the stage for a year-end rally following important meetings [1] - Goldman Sachs and Morgan Stanley anticipate a potential 10% to 20% correction in global stock markets over the next one to two years, viewing this as a normal characteristic of a long-term bull market [1] Group 2 - The Hui'an Multi-Strategy Mixed Fund A and C have reached new highs in net value since inception, at 2.1115 yuan and 2.0334 yuan respectively, focusing on innovative technology companies in the STAR Market and ChiNext [2] - The Hui'an Multi-Strategy Mixed Fund A has achieved a one-year return of 41.31%, significantly outperforming its benchmark by 30.33%, and a cumulative return of 96.57% since inception, exceeding its benchmark by 68.47% [3] - The fund has received a three-year five-star rating from both Guotai Junan Securities and Galaxy Securities, reflecting its strong performance and recognition from authoritative institutions [3] Group 3 - The "14th Five-Year Plan" emphasizes the importance of technological self-reliance and the construction of a modern industrial system, suggesting that technology companies with real technical barriers will be a key investment theme in the A-share market [3] - The Hui'an Multi-Strategy Mixed Fund is positioned to capitalize on investment opportunities in the intersection of micro-cap stocks and technology stocks, making it a valuable tool for investors looking to seize technological investment opportunities [3]