美股影响下A股年底或震荡

Group 1 - The core viewpoint highlights the volatility in the US stock market, influenced by the prolonged government shutdown and concerns over AI funding issues [1] - The US stock market experienced a significant drop, with the Nasdaq index falling over 2% before a V-shaped recovery, maintaining its position above the 60-day moving average [1] - The anticipated government shutdown, expected to last around 50 days, is projected to cause production losses and liquidity crises [1] Group 2 - The article suggests that exposure to overseas assets should be controlled, while domestic technology stocks should avoid North American supply chains and focus on domestic hard technology alternatives [1] - It is expected that the A-share market will experience fluctuations around the 4000-point level by the end of the year, with an increase in structural market conditions [1] - Key updates include improvements in October's CPI and PPI, government initiatives to boost consumption and investment, and the release of a "dual carbon" white paper to promote the integration of coal and renewable energy [1]