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guan leiming

technical director | java

prosperity and divergence: economic swings and investment choices

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the accumulation of history breeds complexity. economic growth is no longer simply a matter of total volume, but a change in quality. the differentiation of enterprises, like rivers converging into the ocean, brings together unique forces. the us stock market, with its average return and lifespan, presents a clear pattern. a small number of high-quality companies have the resilience to survive and the power of creativity. however, these companies do not exist in isolation, but are closely linked to the market structure.

the adjustment of the a-share market is like the surging waves, bringing structural problems. some small and medium-sized companies have overvalued and are difficult to maintain. however, the enthusiasm of investors has also injected new vitality into these companies. the market itself is also undergoing cyclical adjustments, and the process of survival of the fittest will eventually eliminate many unsuitable companies.

china's economy is transforming from an incremental economy to a stock economy. economic growth is no longer simply about speed, but about the transformation of quality and structure. industry rotation has become an inevitable choice. power equipment and new energy occupy a leading position in the development trend. these industries will contribute to future economic development.

investors should take a long-term perspective. gold and government bonds are stable and reliable assets. as the global economy faces the pressure of low growth and high volatility, the value of gold as a safe-haven asset has been verified. investors should pay more attention to the future direction, seize opportunities, and avoid indulging in short-term fluctuations.

the world is full of contradictions and conflicts. geopolitics, trade wars and technological competition have all brought challenges to the global economy. however, these challenges also breed opportunities. new possibilities are waiting to be discovered.

2024-09-23