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Group 1 - A-shares experienced a significant decline this week, particularly on Friday, due to global market panic triggered by a sharp drop in US stocks, especially the Nasdaq index, leading to a sell-off in risk assets worldwide [1][3] - The release of better-than-expected US non-farm payroll data for September has cooled expectations for a Federal Reserve rate cut in December, with the probability dropping below 40%, creating uncertainty in the global liquidity environment and putting pressure on growth sector valuations [1][3] - Concerns over the sustainability of AI profitability persist despite Nvidia's strong earnings report, leading to profit-taking in high-valuation tech stocks and impacting A-shares in related technology growth sectors [3] - Since July, A-shares have shown a low-volatility upward trend, with some sectors experiencing significant gains and noticeable valuation divergence, leading to natural technical adjustment demands [3] - The cumulative turnover rate in the market has reached 120% since the upward trend began, with margin financing balances climbing to 2.5 trillion yuan, a ten-year high, indicating that high-leverage funds can exacerbate market volatility during downturns [3] - The market is currently in a "policy and performance vacuum," lacking new catalysts after the third-quarter reports, leading to cautious risk preferences among investors and some funds opting for phased reallocation or profit-taking, which affects market liquidity [3] - As the year-end approaches, institutional investors are adjusting positions and planning for next year, with funds previously in the leading technology sector shifting towards lower-valued dividend assets, further impacting market liquidity and volatility [3] Group 2 - Despite the significant drop on Friday, there are many positive signals over the weekend indicating a stabilizing market, suggesting that the recent decline may not mark the end of the current market cycle but rather a phase of difficulty and profit-taking [4] - Short-term indicators show that the index has moved away from the 4000-point range, with weekly MACD indicators entering a bearish phase, suggesting further fluctuations ahead, although continuous positive news may help stabilize the market [4] - Long-term outlook remains bullish, with a firm belief in continued upward trends in the market [5]