TechFlow news, October 13 — According to Jinshi Data, a CICC research report stated that before the important November node, China-U.S. economic and trade negotiations have escalated again. Overall, based on current information, the initial assessment suggests that the impact of this round of events on A-shares is expected to be weaker than in early April: on one hand, market expectations were sharply and rapidly adjusted at that time; on the other hand, China's demonstrated swift and effective response could help reduce investor concerns over similar future shocks. In the short term, this sudden event may affect risk appetite, increasing or prolonging the market correction that began in late August. However, from a medium-term perspective, as the global monetary order accelerates its restructuring and the safety of U.S. dollar assets declines, RMB-denominated assets will continue to be revalued—indicating that the fundamental support for market gains remains intact. Combined with upcoming policy plans such as the "15th Five-Year" outline, sustained positive fundamentals in sectors like technology, and relatively reasonable overall valuations for A-shares, this market cycle may possess stronger conditions for "long-term" and "steady" growth. If A-shares experience excessive short-term corrections due to irrational sentiment later, it could instead present a favorable opportunity to reposition into A-shares.
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