After reviewing these economic figures, does it feel like the inflation in the United States, the capital in the A-share market, and robotics, mergers and acquisitions, are all like Schrödinger's chocolate – you never know if it's bitter or sweet until you take a bite? Speaking of the U.S. September CPI data, don't rush to cheer for "falling inflation" just yet.
The year-on-year increase of 2.4% is slightly higher than expected, but the market seems to have taken a roller coaster ride, first worrying that the Federal Reserve would wield a big knife and not lower interest rates, only to "self-heal" after market fluctuations and continue to rise. The Federal Reserve wants to lower interest rates? It seems we have to wait a bit longer.
Inflation is not something that can be controlled overnight, especially now when inflation and employment data are "throwing tantrums" together. What investors fear the most is that the Federal Reserve's "looseness" will become like Game of Thrones, where you can never guess the plot of the next season.
Back home, the A-share market is exceptionally lively, with capital pouring in at a pace akin to the line of pigs being slaughtered at the market during the Chinese New Year – a constant stream. The increase in margin balances indicates that "retail investors" in the market remain optimistic about the future. Although the market has cooled off a bit after the holiday, the end of this squeeze does not mean the "feast" is over.
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New investors continue to enter the market, and broad-based ETFs are increasing their positions, all signaling that the enthusiasm for long positions in A-shares is still there. Don't be fooled by the market's mediocre short-term performance; as long as capital inflows do not stop, the foundation for a rebound remains solid. It's similar to the housing market, where even though the pace of house price increases has slowed, with a continuous flow of capital support, no one can predict that house prices won't "take off" again.
As for the mergers and acquisitions that have been particularly hot lately, they are indeed another "wind direction" in the capital market. The purpose of the Shanghai Stock Exchange's symposium this time is clearly to boost the morale of securities firms and promote a wave of mergers and acquisitions through policy. After all, with the "tightening" of IPOs, this has become the main channel for high-quality assets to flow into the stock market.
Although the equity transfer sector has performed averagely in the short term, the market's expectations for policy support have not disappeared. As long as the policy pushes hard, there is still hope for the future. It's like a new internet-famous restaurant opening at the entrance of your community; it may not have a queue in the short term, but once the reputation spreads, you might have to grab a ticket every day to get a meal.
Furthermore, when it comes to technology, robots are truly the "stars" of this show. The Ministry of Industry and Information Technology, in collaboration with Beijing, has established the Embodied Intelligence Robotics Innovation Center, demonstrating the country's emphasis on the robotics industry. Coupled with the involvement of major companies like Tesla, there are indeed many opportunities in the field of robotics. Robot concept stocks in the A-share market are not idle either, all initiating a "self-enrichment" mode.
Although it's still in the early stages, if you are a "long-term investor," you can believe that there will definitely be exciting developments in the robotics sector in the future. As for the low-altitude economy, it goes without saying. Flying cars, drones... this future is like something out of a science fiction movie. Policy support and the launch of innovative products have given this industry ample room for imagination. Although it may not seem like a big deal now, when the day comes when flying cars fill the sky, you will look back and realize the potential of this industry.
Overall, whether it's the fluctuations in the global economy or the fine-tuning of domestic policies, A-shares have shown considerable resilience. Short-term fluctuations are inevitable, but long-term opportunities will definitely not be lacking. Margin growth, mergers and acquisitions, and technological innovation are key areas that investors can focus on. Although the capital market always has its ups and downs, opportunities are never absent; what's important is whether you can seize them.So in conclusion: Amidst this fluctuation, facing uncertain inflation, changing policies, and future technological trends, are you truly prepared?