和讯投顾高璐明：深夜突发！集体上涨！今天还能涨吗？

Group 1 - The Federal Reserve's interest rate cut expectations have risen significantly, from over 40% to above 84%, indicating a favorable outlook for global markets [1] - Alibaba has stated that it is unlikely to see an AI bubble in the next three years and may consider additional investments beyond the previously committed 380 billion yuan [1] - China's space agency plans to establish a national commercial aerospace development fund to encourage collaboration between government and private capital, which is a short-term positive for the aerospace sector [1] Group 2 - The market showed signs of divergence in rebound strength, with major indices initially rising over 1% but later experiencing stagnation and reduced trading volume, indicating a lack of strong buying interest [2][3] - External market conditions have started to weaken, with the impact on the domestic market diminishing despite ongoing Fed rate cut expectations [2] - Investors are advised to be cautious and consider reducing positions if their holdings show signs of weakness, as the overall market rebound potential appears limited [3]