CSC(601066) 证券时报网·2024-12-30 00:37Group 1 - The core viewpoint indicates that a potential reduction in reserve requirement ratios and interest rates in the first quarter of next year may enhance stock valuation attractiveness, leading to an upward trend in the A-share market [1] - The A-share market has shown a consistent upward movement in its bottom over the past few months, with seasonal patterns suggesting a temporary decline in trading activity towards the end of the year, followed by increased activity at the beginning of the new year [3] - Post-Chinese New Year, liquidity is expected to improve further, which may support market performance [3] Group 2 - Key themes to focus on include AI+, low-altitude economy, and initial public offerings [2] - Industries of interest include non-bank financials, electronics, military industry, media, machinery, real estate chain, construction, and leisure services [4] - The report suggests continued attention to potential policy-driven beneficiaries, with AI+ identified as a mid-term industry focus [5]