Group 1 - The trading volume has significantly decreased to 1.61 trillion, indicating market caution ahead of the Federal Reserve's upcoming meeting, which may discuss interest rate cuts [1] - The investment horizon may extend beyond one year to three or even five years, suggesting a shift in the investment cycle [1] - The market pressure from year-end settlements may have been alleviated after the market dropped to 3816 points on November 24 [1] Group 2 - The current level of 4000 points is 1000 points higher than 3000 points and approximately 1300 points higher than 2689 points, presenting new challenges for the stock market in 2026 [2] - The increase in stock price structure emphasizes the need for a longer-term perspective to address the risks associated with elevated valuations [2] - A rational and calm approach is necessary when considering the investment landscape for 2026, acknowledging the pressures from valuation increases over the past year [2]
客观理性看待2026
Sou Hu Cai Jing·2025-12-03 04:26