又见全球暴跌，最后2个月的A股要怎么度过？

Group 1 - The article highlights the recent volatility in global markets, particularly the decline in US stocks, while the A-share market shows resilience with the Shanghai Composite Index reaching a 10-year high [2][3] - The current market dynamics are characterized by a slow bull trend, primarily supported by banks, while many individual stocks are underperforming despite the index's rise [4][7] - Regulatory authorities appear to favor a stable market environment, avoiding aggressive upward movements in the index, which has increased by 20% this year, suggesting a strategic pause for the remainder of the year [7][8] Group 2 - The article discusses the challenges faced by US markets, including a significant drop in the likelihood of interest rate cuts by the Federal Reserve, which has implications for high-valuation stocks, particularly in the AI sector [8] - The performance of Chinese AI companies is closely tied to US market trends, making independent growth difficult in the current environment [8] - The article notes that the consumer sector has limited potential for significant performance improvements in the last two months of the year, with key companies like China Duty Free Group and Anjoy Foods showing only temporary gains [11][12] Group 3 - The macroeconomic indicators suggest a downward trend, with retail sales growth at 2.9% and a decline in housing prices across major cities, reinforcing previous assessments of a new round of price drops [12][14] - The outlook for consumer performance remains bleak for the fourth quarter and the first quarter of the following year, with expectations of weak earnings releases [14] - The article advises caution in participating in small-cap stock rallies, suggesting that smaller investors may face greater risks in the current market environment [14][15]