国庆去超市囤货，结账时我愣了一下。 平时常买的 5L 装食用油，标签从 79 元涨到了 85 元；10 斤装的大米，贵了 6 块钱；就连最常用的洗衣液，容量从 2kg 悄悄缩到了 1.8kg，价格却没降。 最直观的感受是：大件在降价，刚需在涨价。 车子打折、家电买一送一，商场里冷冷清清；但米面油、水电煤、日用品，要么直接涨价，要么偷偷减量，躲都躲不开。这不是商家黑心，是 "生活型通 胀" 来了。 （1）粮油：每天都要花的钱，涨得最揪心 去超市对比下就清楚： 普通东北大米，上半年还是 2.8 元 / 斤，现在涨到 3.2 元 / 斤；5L 的大豆油，三个月内涨了 8 块钱；就连鸡蛋，批发价都从 3.8 元 / 斤涨到了 4.5 元 / 斤。 别嫌涨幅小，算笔账就懂了。一个三口之家，每月吃 10 斤米、5 斤油、20 斤鸡蛋，以前花 150 块够了，现在得 170 多块。一年下来，光吃饭就多花 240 块。 原因很实在：极端天气导致部分产区减产，全球供应链又不稳，进口粮成本涨了；加上运输、仓储费用居高不下，这些成本最后都摊到了消费者身上。 以为是个别超市调价？回家翻手机才发现，小区宝妈群早炸了锅："油价又涨了，加 ...

Market Performance - A-shares are experiencing active trading, with the Shanghai Composite Index reaching a ten-year high, surpassing 3800 points [1][2] - The trading volume in the two markets has exceeded 2 trillion yuan for eight consecutive trading days [2] Economic Factors - Overseas representative stock indices have also reached historical highs, primarily due to the onset of a rate-cutting cycle and easing inflationary pressures, which have driven multiple funds into the stock market [3] - The People's Bank of China has injected a total of 600 billion yuan in mid-term liquidity in August, following a 1 trillion yuan reserve requirement cut in May, contributing to market stability [11][12] Investor Sentiment - The current market rally is primarily driven by institutional and high-net-worth investors, while retail investors remain cautious [4][6] - There is a notable increase in new retail investors entering the market, with 1.9636 million new accounts opened in July, a 19% month-on-month increase and a 71% year-on-year increase [10] Market Dynamics - The current market environment is characterized by structural increases rather than a broad-based rally, leading to questions among investors about stock performance relative to the index [13] - The government has emphasized the importance of stabilizing both the stock and real estate markets, recognizing their roles as key engines of the Chinese economy [15][16] Future Outlook - The A-share market is expected to continue presenting structural opportunities amid ongoing policy effects and economic recovery [14] - In the context of rising inflation expectations, the price logic of both stock and real estate markets is undergoing changes, with stocks being viewed as a hedge against inflation [17]