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4000点近在咫尺?格隆博士预判成真!
格隆汇APP· 2025-10-27 09:14
Core Viewpoint - The Shanghai Composite Index is expected to break through 4000 points, signaling a recovery in the capital market and validating previous predictions about China's role in global civilization upgrades [2][15]. Market Sentiment - The current market sentiment is complex, with both retail and institutional investors showing hesitation as the index approaches a critical level, leading to the consensus of a "most conflicted bull market" [2][5]. Industry Competition - China's industrial development has evolved from "following and running alongside" to "civilization empowerment," contributing significantly to global challenges [4][5]. - The rise of domestic enterprises in key sectors reflects a commitment to enhancing human productivity, with over 90% application rate of domestic office software and over 80% for operating systems [4]. Economic Recovery - China's economic recovery is characterized by the emergence of "new momentum," with capital markets financing over 600 billion for tech companies, creating a positive cycle of financing, innovation, and upgrading [6]. - The recovery is also supported by favorable external conditions, such as the anticipated interest rate cuts by the Federal Reserve and a return to cooperation between the US and China [6]. Technological Development - The dual forces of "era compensation" and "era redemption" are driving the A-share market, with technology playing a crucial role in the global technological revolution [7][8]. - The A-share electronic sector has surpassed the banking sector in market capitalization, indicating a significant shift towards digital civilization [8]. Domestic Demand Market - The rise of the domestic demand market represents an upgrade in human consumption civilization, transitioning from material satisfaction to spiritual fulfillment [9][10]. - Data shows that high-end consumption and smart device demand have increased by over 40%, with service consumption surpassing 40% [9]. Market Ecology - The maturity of the capital market is improving, with reforms enhancing listing efficiency and promoting value creation [12][16]. - The presence of independent research institutions like the Gelonghui Research Institute aims to help investors navigate short-term uncertainties and focus on long-term trends [12][13].