CSC(601066) 证券时报网·2024-12-30 00:04Group 1 - The core viewpoint emphasizes the potential benefits from policy initiatives, with AI+ being a key mid-term industry theme [1] - The report suggests focusing on sectors such as non-bank financials, electronics, military industry, media, machinery, real estate chain, construction, and leisure services [2] - It is anticipated that in the current policy environment, there may be timely reductions in reserve requirements and interest rates in the first quarter of next year, which could enhance stock valuation attractiveness and drive liquidity in the A-share market [3] Group 2 - The report highlights key themes to watch, including AI+, low-altitude economy, and initial public offerings [5] - It notes that the A-share market has been gradually moving upward from its bottom over the past few months, with seasonal trends indicating a typically quieter market towards year-end due to profit-taking [4] - Following the Lunar New Year, liquidity is expected to improve further, potentially leading to increased market activity [4]