来源：环球时报 当我到达登机口时，正好赶上飞机滑行靠近，这让我得以观摩前一班航班的下机流程。突然，一个小男 孩指着飞机惊叹道："哇，是C919！"他对能近距离看到这架中国自主研发的商用喷气式飞机表现出了 兴奋之情。 前排座椅下方的储物空间很实用，空间利用率也很高，我把背包放在了那里。另一个优点是位置合适的 USB接口，这让我们在飞行过程中能给电子设备充电。整个旅途很顺利，我们准时抵达了北京。 C919的全球首架交付发生在2022年12月，中国东方航空是该机型的首航运营商和主要运营商。由于太 多人都想体验这款国产喷气式飞机，由该机型执飞的航班通常满座。 尽管C919在中国市场取得了成功，但中国商飞要让其飞机真正有能力与国际市场上的两大巨头竞争， 仍面临着挑战。其中一个问题是获得外国监管机构的认证。国际地缘政治紧张局势加剧了这一挑战，这 可能会拖延认证流程。 登机前，我注意到圆润的机头与机身衔接十分流畅。作为一家飞机制造商，中国商飞拥有完全的自由去 打造兼具现代感与功能性的设计，力求整合市场上的所有精华。例如，其矩形的行李舱，这种设计优化 了可用空间，加快了登机和下机流程——这在偏好携带手提行李而非托运的中国市场 ...

Core Viewpoint - The current market fluctuations are not merely driven by capital but represent a systematic recovery of confidence, reflecting the gradual formation of a positive feedback mechanism between the Chinese economy and policy [1][6]. Group 1: Market Dynamics - The market is experiencing a "bunny-style" trend, characterized by small jumps and pauses, but consistently moving forward [1][6]. - Investors are advised to focus on long-term direction and asset selection rather than chasing short-term market rhythms [1][6]. Group 2: Factors Driving Market Confidence - The first factor is the reversal of pessimistic expectations regarding the transition of China's economic growth drivers, with the real estate market stabilizing and rental yields in core cities surpassing risk-free returns [2][3]. - The second factor is collective breakthroughs in technology, including advancements in AI, 6G, robotics, and innovative pharmaceuticals, which have bolstered confidence in China's technological progress [2][3]. - The third factor is the clear support for the private economy through policies like the Private Economy Promotion Law, which is reshaping investor confidence [2][3]. Group 3: Capital Market and Economic Interaction - The interplay between capital markets and the economy is creating a virtuous cycle, with institutional investors increasingly focusing on industry logic and company quality, leading to a more stable and sustainable market [4][5]. - The gradual transfer of household savings to capital markets is viewed as a moderate process, not a sudden shift, and should not be overly interpreted as a trigger for short-term market movements [4][5]. Group 4: Market Volatility and Investment Strategy - Market fluctuations are seen as a "battery" that accumulates energy for future growth, and appropriate corrections can help digest bubbles and prepare for the next upward movement [5][6]. - Investors are encouraged to maintain patience during market volatility and focus on fundamental signals such as industry competition and continuous improvement in corporate profitability [5][6]. Group 5: Future Outlook - The best companies in China are expected to thrive, with industry concentration likely to increase due to policy support and market competition [5][6]. - The focus should be on how companies can leverage capital markets for better development and industry integration, rather than expecting immediate large-scale demand stimulation [5][6].