如何看待93阅兵对市场情绪的影响？

Event Summary - The event on September 3 marks the 80th anniversary of the victory in the Chinese People's War of Resistance Against Japanese Aggression and the World Anti-Fascist War, featuring a military parade in Tiananmen Square attended by 26 foreign leaders, including Russian President Putin and North Korean leader Kim Jong-un [2][8]. Key Insights - The military parade significantly enhances China's status as a major power and conveys messages of peace and responsibility, showcasing modern military capabilities and new technologies such as hypersonic weapons and unmanned systems, which reflect the progress in national defense modernization [9][10]. - The event is expected to boost investor confidence and elevate the valuation levels in the stock market, reinforcing the narrative that the stock market reflects national fortunes, particularly during a period of moderate recovery in corporate earnings [9][10]. - The parade serves as a catalyst for investment opportunities in sectors such as military and technology, aligning with the "14th Five-Year Plan" that emphasizes technological advancement and innovation [10][12]. - The event reinforces economic stability and resilience by instilling confidence in both enterprises and consumers, potentially increasing consumption and investment, while also supporting foreign trade and high-end manufacturing through enhanced international cooperation [10][12]. Investment Recommendations - The report suggests a short-term boost in market sentiment and capital inflow due to the parade, with a long-term upward shift in A-share valuations driven by the "new quality productivity" strategy [13][15]. - Recommended investment directions include military, technology, and dividend stocks, focusing on high-end equipment manufacturing, artificial intelligence, and long-term investment in state-owned enterprises and public utilities [15].