每日看盘｜全球流动性出现新变化，A股或面临新机遇

Group 1 - The A-share market experienced a broad rebound on Friday, with the Shanghai Composite Index showing two clear waves of upward movement, although it faced resistance and retraced later in the day [1] - The commercial aerospace sector and other technology-oriented assets remained strong, indicating that short-term momentum funds are actively buying [1] - Major indices in the Asia-Pacific markets, including the A-share market and the Hang Seng Index, exhibited a common characteristic of limited rebound strength, suggesting that capital is reassessing future liquidity expectations [2] Group 2 - The U.S. Federal Reserve's CPI data exceeded expectations, opening up possibilities for further interest rate cuts, which may lead to increased global liquidity and a more favorable environment for A-shares and other RMB assets [2][4] - The Bank of Japan's recent interest rate hike has significantly impacted the long-standing yen carry trade, potentially leading to a reallocation of global assets and affecting the performance of A-shares and other indices [3] - The anticipated return of new investment opportunities in A-shares is supported by the Fed's expected balance sheet expansion, which may strengthen the RMB and enhance the attractiveness of the Hang Seng Tech Index [4] Group 3 - The competition among economies is increasingly focused on technological advancements, as highlighted by U.S. initiatives to maintain its "space advantage," which is driving activity in sectors like commercial aerospace and smart driving [5] - The current dynamics of global liquidity and technological vitality suggest a positive outlook for A-shares in the short to medium term, with specific sectors such as biomedicine, smart driving, and commercial aerospace being actively monitored for investment opportunities [5]