每日市场观察

Group 1 - The report highlights that since February 6, the Shanghai Composite Index has increased by over 13%, indicating a recovery in the market and significant gains for several newly established funds [1] - The Federal Reserve's decision to pause interest rate hikes for the fifth time since last year is expected to lead to three rate cuts this year, positively impacting market liquidity and valuations, particularly benefiting technology companies [2] - The manufacturing investment growth rate accelerated to 9.4% year-on-year in January-February, outpacing overall investment growth by 5.2 percentage points, supporting economic stability [11] Group 2 - The report notes that the low-altitude economy sector has seen a surge, with significant gains in related stocks, while the AI application sector remains active [8][10] - The report mentions that 37 Chinese mobile game companies generated a total revenue of $2.03 billion in February, reflecting a 3.6% month-on-month increase [14] - The public offering fund of funds (FOF) is facing growth challenges, with many funds struggling to exceed a scale of 200 million yuan, indicating survival pressures in the industry [16]