本周见面的招呼语：今天赚了没？

Core Viewpoint - The article discusses the current state of the stock market, highlighting the unusual behavior of investors and the implications of significant infrastructure projects on economic growth and stock performance. Group 1: Market Behavior - Investors are currently engaged in trading activities, with many expressing frustration over not being able to buy stocks [2][3] - The lack of scheduled meetings among partners suggests a collective focus on market movements rather than strategic planning [1] Group 2: Economic Indicators - There is a noted increase in M2 money supply while prices are declining, indicating a disconnect in economic activity [3] - The construction of large infrastructure projects, such as a major hydropower station, is expected to stimulate economic activity and consumer spending [4][6] Group 3: Infrastructure Impact - The hydropower station is projected to generate significant electricity, ranking around 15th globally in terms of annual output [6][7] - The combined output of this station and existing facilities could meet the electricity demands of major cities like Beijing, Shanghai, and Shenzhen [9] Group 4: Stock Market Dynamics - The recent surge in A-shares is attributed to favorable tax conditions compared to Hong Kong and U.S. markets, encouraging capital inflow [12][13] - The stock of companies like Shangwei New Materials has seen unprecedented gains, driven by market speculation rather than fundamental performance [15][17] Group 5: Investment Potential - With a substantial amount of household savings available, even a small portion directed to the stock market could significantly boost indices [21][22] - The article suggests that the upcoming fundraising environment may improve, potentially benefiting various sectors [23]