Group 1 - The A-share market experienced a historic moment on August 18, with the Shanghai Composite Index reaching a nearly 10-year high of 3741.29 points and total trading volume exceeding 2.7 trillion yuan, marking a new annual high [1] - Over 4000 stocks in the market saw an increase, indicating a significant recovery in investor confidence despite existing challenges [1] - The commentary from a senior media figure suggests that the current market rally reflects a collective aspiration for a better life among the populace, which is seen as a driving force for national development [1] Group 2 - The emphasis on maintaining fundamental confidence in national development is presented as a crucial value for personal judgment and decision-making, with the notion that aligning with national progress is the wisest choice for most individuals [2] - For those who missed the recent A-share market rally, there is encouragement to remain optimistic as further opportunities exist in the stock market and other sectors [2] - The call for a shift towards optimism and proactive opportunity-seeking is highlighted as a means to counteract negative sentiments prevalent on social media [2]

张坤有句名言：一个基金经理在从业历史上，至少应该敢于对抗市场两三次。 2025年2季度，或许是他再次"对抗"市场的时候。 当季度，市场上演"V"型反转，各板块差距迅速拉大。从风格指数看，全季度唯有金融股和港股"二枝独秀"，其余宽基和行业指数多数表现平平。 以下文章来源于资本深潜号 ，作者资本深潜号 资本深潜号 . 专注资本背后的硬核故事 同期，张坤管理的四个基金中有三个基金（易方达优质企业、易方达蓝筹、易方达优质精选）出现阶段性落后基准7.5个百分点以上的情况，唯有主投境外的易 方达亚洲精选取得明显收益，并与基准基本"打平"。 这样的关键时刻，张坤会做何应对？ 答案是—— 再次"旗帜鲜明"的坚持己见，并与市场共识"拉开距离"。 当季度，张坤至少从三个层面坚持了自己的看法（根据季报显示）。 在宏观经济层面 ，张坤认为，市场（投资者）将近两年中国经济的情况线性外推，导致长期国债利率维持在与经济潜力不匹配的水平。对此张坤明确表 示："我们并不认同"。 在上市公司业绩层面， 张坤认为，我国人均 GDP 仍然是发展中国家水平，未来只要充分发挥市场经济的力量和个体的主观能动性，叠加科技进步，有望带动 经济增长并反映到优质 ...