下周市场有望探底回升

Group 1 - The report indicates that the stock market may rebound after further corrections, with expectations of a choppy upward pattern in the short term as new catalysts are awaited [1][8] - The Hang Seng Index showed resilience, supported by the dividend and consumption sectors, while technology indices continued to face corrections [1][8] - The Federal Reserve's hawkish stance has led to a decline in the probability of a rate cut in December, impacting market liquidity and causing declines in Bitcoin and gold [2][9] Group 2 - China's economy showed signs of accelerated weakening in October, with consumption and fixed-asset investment declining, while credit growth also slowed [2][10] - Recent policy signals from the Chinese government remain supportive, focusing on boosting consumption and effective investment [2][10] - Capital inflows into Chinese equities continued, with A-share equity ETFs recording a net inflow of RMB 8 billion, indicating ongoing investor interest [3][11] Group 3 - The technology sector has faced pressures due to external factors, including disappointing earnings from major companies and concerns over an "AI bubble" [4][12] - Despite short-term overvaluation in the tech sector, the report suggests that a significant downturn is unlikely without disruptive new technologies [4][12] - The report anticipates that if the tech sector stabilizes, it could lead to a broader market rebound, particularly benefiting underperforming sectors like brokerage firms [5][13]