“东升西落”的趋势非常强！刘煜辉最新发声：未来一年半到两年，中国的重要战略机遇期已经打开……

Core Viewpoint - The trend of "East Rising, West Falling" is very strong, indicating a significant shift in geopolitical dynamics that could create investment opportunities in China [1][2][35]. Group 1: Geopolitical Changes - The relationship between the U.S. and China is likely transitioning from "Decoupling" to "Deal," which may alleviate U.S. inflation and boost domestic demand, thus enhancing the sustainability of U.S. finances and leading to a revaluation of Chinese assets [2][35]. - The current U.S. political landscape is characterized by intense internal party conflicts, which are reshaping the geopolitical environment and influencing the G2 relationship [7][11]. Group 2: Economic Conditions - The U.S. is facing a severe imbalance in its macroeconomic accounts, with a significant gap between national investment and savings, leading to a persistent current account deficit [13][14][15]. - The U.S. service trade surplus, which has historically helped balance the current account deficit, may shrink due to recent technological shifts and trade tensions [20][21][22]. Group 3: Investment Opportunities - There is a critical opportunity for investors to capitalize on the potential revaluation of Chinese assets as external conditions change [3][36]. - The upcoming strategic opportunity for China is emphasized, suggesting that investors should be proactive in seizing these moments [47]. Group 4: Market Sentiment and Expectations - Market fluctuations are primarily driven by collective expectations rather than just fundamental factors, indicating that investor sentiment plays a crucial role in market dynamics [4][45]. - The concept of the "multiplier effect" is highlighted, where consumer confidence and expectations can significantly influence economic behavior and market performance [39][44].