Group 1 - The article highlights a rebound in optimism in the market due to Trump's recent trade comments, alleviating concerns over trade tensions [1] - The FTSE China A50 futures index rose approximately 0.8%, indicating strong interest in Chinese assets [2] - Hong Kong's night market saw significant gains, with the Hang Seng Index futures rising over 2% and the Hang Seng Tech Index futures increasing nearly 3% [5] Group 2 - Analysts express concerns about ongoing trade uncertainties between China and the U.S., global growth stagnation, high valuations, and credit risks from regional banks in the U.S. [8] - Despite these concerns, there is a belief that the current bull market remains trustworthy, with deeper pullbacks viewed as buying opportunities [8] - Expectations for a 25 basis point rate cut by the Federal Reserve in the upcoming October meeting are noted, driven by recent comments from Fed officials [8]
今夜,逆转了
中国基金报·2025-10-17 16:10