牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 美股盘前，三大指数期货同步下跌。 加密货币市场上，比特币、以太坊也大跌。 今天市场突然大变脸，不仅A股，黄金、日经指数、美股三大股指期货、加密市场，全部大跳 水！ 一起看看发生了什么事情。 全球跳水 10月14日午后，全球市场遭遇猛烈抛售。 其中，现货黄金从最高点短线急跌超89美元，现报4107美元/盎司。现货白银短线急跌近3美 元，现报51.23美元/盎司。 日经225指数一度涨约1.5%，随后不断跳水，跌近1%。 第二，日本又飞出"黑天鹅 " 事件。 日本公明党宣布退出执政联盟后，自民党总裁高市早苗能否成功当选日本首相存在变数。在 野党立宪民主党、日本维新会和国民民主党的干事长计划举行会谈，讨论推举新首相。 共同社报道，在首相选举中，由于没有单一政党在众议院取得过半数议席，因此很可能进入 最终投票阶段，若立宪民主、维新会、国民民主三党推举统一候选人，议席总和就会超越自 民党的196席，令政权更迭成为可能。 野村资产管理公司首席策略师石黑英之表示，到首相指名选举为止，日本股市或维持观望气 氛。 来 ...

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 9月23日，市场探底回升，创业板尾盘快速翻红。截至收盘，沪指跌0.18%，深成指跌0.29%，创业 板指涨0.21%。 板块方面，港口航运、银行等板块涨幅居前，旅游、华为、小金属等板块跌幅居前。 全市场超4200家股票下跌。沪深两市成交额2.49万亿元，较上一个交易日放量3729亿。 从 个股到 指数，今天市场经历了比较剧烈的波动。 上午10:33，全市场下跌家数短暂突破了5000家；盘中多数时候都不少于4800家。 指数方面，近期比较强势的深指、创指和科创50，都在向下突破5日或10日线后略有回升，回调幅度"尚 可接受"。而本就走势不佳的沪指，即便有银行、红利等板块支撑，仍然一度失守3800点关口，也下穿了 30日线。 此外，反映全市场表现的万得全A指数，以及全A平均股价，盘中均触及30日线，说明截至当时， 大部分 股票已经走弱。 回顾这些指标，并 不是为了唤起大家的恐慌 和悲观。而是 提醒大家： 在盘中跌幅最大时，保持冷静，锚定下方的支撑位进行应对 ，才更重要。 或者说，在今天这样的大幅回调发生 ...

Group 1 - The core viewpoint is that the pricing power of core assets is gradually shifting southward, driven by the increasing attractiveness of the Hong Kong stock market due to improved asset supply structure, quality, and liquidity [1] - The recent surge in A-share companies going public in Hong Kong is attributed to a combination of outbound strategies, institutional conveniences, and improved liquidity in the Hong Kong market [1] - The historical context indicates that each round of institutional reform in the Hong Kong Stock Exchange has led to bull markets that align with the characteristics of the times [1] Group 2 - The A-share market is expected to remain in a high central tendency oscillation phase in the second quarter, with short-term adjustments anticipated [2] - The upper limit of the oscillation is supported by export resilience, while the lower limit is linked to the relationship between loose monetary policy and capital market stability [2] - Short-term focus remains on sectors like pharmaceuticals (CXO and innovative drugs) and precious metals, while technology is still undergoing a mid-term adjustment phase [2] Group 3 - The market sentiment has shown signs of retreat, with increased trading activity in micro-cap stocks, indicating potential market risks due to crowded trading [3] - The central bank's financial policies aim to support the real economy and may bring fresh capital into the market [3] - The focus is on "new quality domestic demand growth," emphasizing sectors like social services, retail, and pharmaceuticals [3] Group 4 - The recent volatility in overseas financial markets, including rising long-term bond yields, has increased market risk aversion, necessitating a more cautious approach [4] - The micro-cap style has recorded significant relative gains, driven by a market environment characterized by rapid rotation and stock selection for excess returns [4] - The trading volume of the CSI 2000 index has reached a high of 32%, indicating a crowded market that may lead to increased volatility [4] Group 5 - The market is expected to refocus on technology growth, particularly in the AI industry, with attention on upstream and downstream applications [5][6] - Historical patterns suggest that industry rotation typically slows down from mid to late May, indicating a potential consolidation phase for market leadership [5] Group 6 - A-share indices are likely to undergo revaluation as quality indices strengthen, driven by stable cash flows and declining capital expenditures [7] - The trend of a weak dollar and strong renminbi is expected to benefit core assets represented by quality growth indices [7] Group 7 - The recent rise in global risk aversion, primarily due to fluctuating U.S. tariff policies and rising long-term bond yields, may indirectly affect A-share sentiment [8] - The regulatory environment is supportive of the stock market, with expectations of continued inflows from long-term funds [8] Group 8 - The market is currently experiencing a lack of sustained upward momentum, with frequent style switches between large and small caps [9] - Structural opportunities are present, particularly in high-margin assets and sectors benefiting from policy support for consumption [9] Group 9 - The short-term outlook for A-shares is characterized by a consolidation phase, with resilience expected as long as there is no global liquidity crisis [10] - The market's upward potential is contingent on the strength of economic recovery, with "quasi-stabilizing funds" helping to mitigate downside risks [10] Group 10 - The historical performance of dividend assets shows a tendency to underperform in June, suggesting a potential "headwind" period for these assets [12] - Despite this, dividend assets remain a long-term strategic choice for investors amid geopolitical uncertainties and ongoing trade tensions [12]