Market Trend Prediction - The analysis suggests that the Bitcoin bull market is nearing its end, with an estimated 69 days remaining [1] - The predicted end date for the bull market is October 6, 2025, based on a 4-year cycle theory [1] - A bear market is anticipated to follow, with a projected bottom date of October 5, 2026 [1] Cryptocurrency Specifics - The 4-year cycle theory is specifically applied to Bitcoin, and altcoins may experience different market behavior [1]

别看大盘还在3900点关口前徘徊，那不过是临门一脚的距离。真正的风向标早已悄然变天——创业板和 科创板双双突破前高，吹响了冲锋号角！这就像两位先锋官已翻过山头，插上旗帜，主力部队自然士气 大振，只待一声令下。节后开盘，或许就是一鼓作气、长驱直入的时刻。 这就好比一位顶尖演员，一生只需出演一部封神之作，就能名利双收、受用终生；而一位聪明的投资 者，一辈子只要完整经历并抓住一次真正的牛市，就有可能实现财务自由，从此衣食无忧。在那波澜壮 阔的行情中，资产不是缓慢爬升，而是呈几何级数爆发——曾经的积蓄翻倍、再翻倍，账户数字从六位 变七位、七位变八位，梦想一步步照进现实。 正因如此，无数散户年复一年地守候在市场之中，忍受着平淡甚至亏损的煎熬，为的就是等待那一 次"十年一遇"的大牛市。他们相信：只要赶上了，过去所有的等待与试错，都将被一笔勾销。牛市，不 只是行情的繁荣，更是普通投资者逆天改命的最大机会。 风险提示：文中的看法仅供交流，不构成你的投资建议。投资有风险，入市需谨慎！谢谢点赞、转发与 收藏，祝您收益长虹！ 更让人兴奋的是，国庆假期期间，外围市场热火朝天，资金情绪持续高涨，仿佛一场全球性的"预热派 对"。这种氛围 ...

文 | 银行螺丝钉 （转载请注明出处） 有朋友问，最近一年多，A股港股的上涨行情是怎样的？ A股港股的牛市有哪些特点？面对这样的市场，我们该如何应对？ 哪些品种可能会继续上涨，哪些品种需要谨慎一些？ 针对大家的这些疑问，螺丝钉也通过直播课，进行了讲解。 长按识别下面二维码，添加 @课程小助手 微信，回复「 0909 」即可观看直播回放。 （提示：回复后可以耐心等待几秒哦～） A股、港股的本轮牛市 要讨论牛市特点，我们 首先要对牛市做一个定义。 到底什么样的市场，才算是牛市呢？ 每个投资者对牛市的定义不同。 国际上，一般从熊市底部上涨超20%，认为进入到技术性牛市。 反之，从顶部回调超20%，认为进入到技术性熊市。 从体感上，投资者一般把涨到指数点数较高位置的时候，叫做牛市。 比如2007年、2015年，当时大盘涨到了五六千点。 如果按照技术性牛市的标准，A股和港股在最近一年里，都算是进入了牛市。 如下，分别是2024年初以来，中证全指和恒生指数的涨跌走势。 可以看到，最近一年多，A股、港股都经历了好几波下跌-上涨行情。 A股经常是连续几年低迷，然后在短时间内大幅上涨。 2014-2015年，以及2024年9月 ...

Michael Aron is chief investment strategist at State Street Investment Management. Mike, always appreciate having you on. You know, stocks may be due for whatever, but it doesn't mean they're going to do that, does it.It doesn't, Brian. The foundation for this bull market remains solid. So, trades coming into clearer focus.It's not perfect, but we've avoided the worst outcome. Now, we're throwing a little gasoline on the fire with both fiscal policy and monetary policy. Oh, and by the way, earnings are grow ...

Core Viewpoint - The A-share market has shown resilience with the three major indices achieving five consecutive monthly gains, indicating that the bull market is not over yet [1][2]. Market Performance - Recent market trends show a significant rise in brokerage stocks, suggesting continued bullish sentiment [2]. - The market is currently characterized by structural opportunities, with rare metals experiencing substantial gains while oil and gas prices are declining [3]. Rare Metals Sector - The surge in rare metals is attributed to two main factors: policy support and supply chain tightening [4]. - Policy support comes from a joint initiative by eight government departments, including the Ministry of Industry and Information Technology, which outlines a growth plan for the non-ferrous metals industry from 2025 to 2026, focusing on the development of domestic resources and encouraging applications in emerging industries [4]. - Supply chain concerns are heightened by export bans and quota systems in major producing countries, particularly for cobalt, which has seen its price rise due to fears of supply shortages [5]. Oil and Gas Sector - The decline in oil and gas prices is primarily driven by market concerns regarding potential production increases by OPEC+, which could exacerbate the oversupply situation in the global oil market [5]. Market Outlook - The market is expected to maintain a "strong oscillation" state, with the bull market entering a critical phase that tests the fundamentals and style shifts, particularly in November [5]. Investment Opportunities - Investors are encouraged to seize opportunities during pullbacks in the rare metals sector, with several themed funds showing significant year-to-date returns [6]. - The top-performing rare metals-themed funds include: - Huaan Zhongzheng Nonferrous Metals Mining Index A: 66.13% [7] - Bosera Zhongzheng Nonferrous Metals Mining Index A: 65.09% [7] - Guotai Zhongzheng Nonferrous Metals Mining ETF: 63.84% [7]

Group 1 - Fund regular investment is a suitable investment method for lazy investors, and it is essential to prepare before starting and to create a solid investment plan [2][3] - There are four methods of regular investment, and it is important to determine which one is most suitable for individual needs and how to take profits [2] Group 2 - The statement that bull markets are a primary reason for retail investors losing money may seem counterintuitive, but it reflects reality [6] - The first common reason for losses is chasing prices, where investors tend to buy at market peaks during bull markets, leading to higher costs [7] - Another reason for losses is frequent trading, which can cause investors to miss out on gains and experience losses despite overall market increases [10] Group 3 - Investing in stocks should shift away from a trading mindset; instead, it should be viewed as owning a basket of companies through funds, which allows for easier management without direct involvement [12]

Joining us for for more right now in the markets is Liz Thomas. She is SoFi's head of investment strategy. And Liz, it's good to see you. Good to see you, too.All right, let's talk about where things stand. We are ending the third quarter. We're heading into October.Some people think it could be spooky, but hey, we are looking at the markets near all-time highs. In fact, if we open at these levels, probably push us back above um all-time high levels. How do you feel about things overall.Well, I mean, the th ...

Core Viewpoint - The article emphasizes the upcoming investment opportunities in the Hong Kong stock market (港G) due to its undervaluation compared to the A-share market (大A) and the anticipated impact of the Federal Reserve's interest rate cuts on global assets [1][3][10]. Valuation Comparison - The average PE ratio of the Hang Seng Index is approximately 10 times, while the CSI 300 Index has reached a PE ratio of 14 times, indicating that 港G is undervalued [3]. - The Hang Seng Technology Index has a PE ratio of about 21.77 times, significantly lower than the 184 times of the STAR 50 Index in 大A, highlighting the valuation gap in the technology sector [3]. Currency Strength - The RMB has appreciated from 7.24 in April to a low of 7.10, indicating a strong currency that attracts international capital to RMB-denominated assets, particularly 港G [4]. - The ease of capital movement in 港G compared to 大A makes it a more attractive option for foreign investors [4]. Federal Reserve's Interest Rate Cuts - Predictions suggest that the Federal Reserve may cut interest rates three times this year, which could lead to a significant decline in the dollar index and create panic in dollar-denominated assets [5][9]. - Non-dollar assets, including 港G, are expected to benefit from this environment, as they will serve as alternative investments [6][9]. Technical Analysis - The Hang Seng Technology Index is anticipated to break through its previous high of 6195 points if the Federal Reserve continues to lower interest rates and inject liquidity into the market [8]. - A breakthrough above 6100 points could lead to a target of 11000 points, indicating substantial growth potential for 港G [9]. Market Dynamics - The article suggests that the upcoming interest rate cuts will trigger a significant reshuffling of global assets, and investors should prepare for this shift by positioning themselves in undervalued assets [10][11].

Group 1 - The article highlights the exceptional performance of certain fund managers in the bull market, who have also gained significant institutional recognition, leading to increased holding ratios [4][5]. - Following successful fund managers is considered a smart investment strategy, as institutional investors possess extensive research capabilities and their increased holdings serve as a vote of confidence for these funds and managers [5][6]. - Fund managers favored by institutions tend to outperform their peers during bull markets, providing investors with better profit opportunities [6]. Group 2 - Institutional large-scale subscriptions can provide continuous incremental capital to heavily held stocks, creating a self-reinforcing cycle that drives fund net asset values upward during bull markets [6]. - The article notes that while new and successful fund managers may excel in bull markets, their performance in bear markets may not be as strong, suggesting that investors should consider exiting at market peaks to secure profits [6]. - There is a caution regarding the timeliness of the data, as the current holdings data reflects mid-2025, indicating the possibility that institutions may have already reduced their positions [6].

今天是周一，国庆假期马上就到了，和你一起关注今天的市场行情。 9 月 29 日， A 股三大股指全线飘红，创业板指和深证成指均涨超 2% 。截至收盘，沪指报 3862.53 点，涨 0.90% ，深证成指涨 2.05% ，创业板指涨 2.74% 。 牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 沪深两市全日成交额合计达 2.16 万亿元，较上个交易日放量 146 亿元。个股涨多跌少，市 场共 3579 只个股上涨， 69 只个股涨停， 1660 只个股下跌。 从板块看，券商、贵金属板块领涨市场，新能源车板块上涨，固态电池概念股表现活跃，有 色金属板块持续上涨；煤炭、能源、银行、医药等板块出现回调。 | | | Wind热门概念指数 | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 化学纤维 | 风力发电 | 动物保健 | 中航系 | 石油化工 | 发电设备 | 软饮料 | 化纤行业 | | 3.86% | 2.96% | 2.40% | 2.15 ...