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[10月26日]美股指数估值数据(全球股票市场整体上涨;全球指数星级更新)
银行螺丝钉· 2025-10-26 13:40
Group 1 - The global stock market rose by 1.5% this week, with significant gains in the Asia-Pacific region, particularly the A-share CSI All Share Index, which surged by 3.3%, and the Hang Seng Index, which increased by 3.6% [3][4]. - European stock markets experienced slight increases, while U.S. stocks also saw overall gains, with the Nasdaq 100 reaching a new high for the year [5][6][7]. - Despite the rise in index points, valuations have not yet reached previous highs, indicating a close proximity to overvaluation [9][10]. Group 2 - The global stock market has largely recovered from the volatility caused by the recent tariff crisis involving Trump, with the main pressure on U.S. dollar assets stemming from the large scale of U.S. national debt and its interest payments [14]. - The potential for lower inflation in the U.S. could facilitate further interest rate cuts by the Federal Reserve, although increased tariffs may lead to higher inflation, complicating the rate cut scenario [15][16]. - The tariff issues have primarily resulted in short-term market fluctuations, which have subsequently provided buying opportunities [19][20]. Group 3 - The U.S. released its Consumer Price Index (CPI) data for September, showing a slower-than-expected year-on-year growth rate, which increases the likelihood of continued declines in U.S. interest rates [21][22]. - Market expectations are rising for the Federal Reserve to cut rates in October, contributing to the recent uptick in global stock markets [23][24]. - A decrease in U.S. interest rates would positively impact global stock market valuations, particularly benefiting non-U.S. markets [26][27]. Group 4 - A global stock market star rating chart indicates that after a significant drop in early April 2025, the market rebounded to a rating of 4.1-4.2 stars, currently hovering around 2.9 stars [31]. - There are global stock index funds available in overseas markets, with substantial assets exceeding one trillion dollars, although such funds are not yet available in mainland China [34]. - The company has launched a "Global Index Advisory Portfolio" that diversifies investments across U.S., UK, Hong Kong, and A-share indices to track the global stock market [35]. Group 5 - A new edition of the book "The Long-Term Investment Secret" has been released, which has been a bestseller for 30 years and includes updated data and new chapters [40]. - The book emphasizes that, over the long term, stock assets are the best means of wealth accumulation, suggesting that households should allocate a certain proportion of their assets to stocks [41]. - It also highlights the challenges ordinary investors face in achieving long-term returns from stock investments due to the inherent volatility of stock assets [42].