“申”度解盘 | 保持乐观

Core Viewpoint - The article maintains an optimistic outlook on the stock market, suggesting that it is currently in a clear upward trend and that there are potential opportunities for investment, particularly in sectors such as AI, securities, and anti-involution [5][9]. Financial Data Analysis - Recent financial data from July indicates a continued convergence of the M1 and M2 monetary supply metrics, suggesting an increase in liquid funds in the market. This is expected to lead to more capital entering the stock market as the profitability of investments improves [5]. - The Federal Reserve's anticipated interest rate cuts, likely to occur in September, are seen as a positive catalyst for the market [6]. - In the fourth quarter of this year, a significant amount of fixed-income closed-end products will mature, releasing substantial funds that could be directed towards equity markets. This follows a trend from 2020 to 2022 where investors favored stable fixed-income products amid stock market volatility and real estate adjustments [7]. Investment Opportunities - The article emphasizes the importance of identifying potential funds and favorable conditions that have yet to materialize, advocating for a continued bullish stance and exploration of investment opportunities in AI, securities, and anti-involution sectors [9].