继续上涨,A股节后也将接力,不然白搭了!
Sou Hu Cai Jing·2025-05-03 05:58

Group 1 - The core viewpoint is that the U.S. stock market has shown significant recovery, with the Dow Jones and S&P 500 indices achieving a nine-day winning streak, marking the longest consecutive rise since 2004, indicating strong market sentiment [1] - The A-share market is currently trading below 3,300 points, presenting a valuation attractiveness compared to global markets, with lower price-to-earnings and price-to-book ratios [2] - The recent rally in the U.S. stock market was supported by prior gains in the A-share market, suggesting a potential for A-shares to follow suit in the global bullish trend [3] Group 2 - The prolonged low valuation of A-shares indicates a lack of sustained upward momentum in the market, suggesting that being "cheap" has become a long-term trend rather than a temporary state [4] - Despite the attractive valuations, funds are hesitant to enter the market due to doubts about the sustainability of economic recovery and corporate profit improvements, creating a paradox where lower prices lead to lower buying interest [5] - For the market to thrive, it requires not only value support but also visible profit potential and investor confidence, as a lack of market enthusiasm can lead to liquidity issues [7]