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我分析了近期市场波动，特别是周五的市场下跌。我认为，周五的下跌主要是因为资金缩量，以及市场对一季度宽松政策不及预期、自媒体负面宣传和机构行为的担忧。
与此同时，以DeepSeek为代表的科技突围，以及中国股市整体的低估值，是支撑本轮上涨的重要因素。
对于未来的市场走势，我认为需要关注几个方面：首先是两会期间的政策走向，以及由此带来的市场预期变化；其次是CPI、房地产等关键经济指标的表现；最后是DeepSeek开源事件对国内算力产业的影响。
总的来说，当前市场存在较大的不确定性，投资者需要谨慎决策，根据自身风险承受能力选择合适的投资策略。
Deep Dive
This chapter analyzes the reasons behind the significant market decline on Friday, considering factors such as the global market downturn, Trump's tariff announcements, shrinking trading volume, and less-than-expected economic stimulus. It also touches upon the impact of social media and the uncertainty surrounding the robotics sector.
- Global market downturn and Trump's tariff announcements contributed to Friday's market decline.
- Trading volume shrank by almost 1400 billion, indicating a lack of buying interest.
- Social media fueled negative sentiment, and concerns about the robotics sector added to the uncertainty.
Shownotes Transcript
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