Group 1 - The core viewpoint is that the A-share market is expected to continue a fluctuating upward trend due to recent monetary policy measures such as interest rate cuts and reserve requirement ratio reductions [1][2] - On May 7, the People's Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio, which is expected to provide approximately 1 trillion yuan in long-term liquidity to the market [1] - The policy interest rate was lowered by 0.1 percentage points, which is anticipated to lead to a similar decrease in the Loan Prime Rate (LPR) [1] Group 2 - Analysts believe that the A-share market has been on an upward trend since April, except for a significant drop on April 7 due to U.S. tariff policies [2] - The technology and artificial intelligence sectors are expected to remain the main focus of the market, with stocks showing positive earnings expectations for the upcoming half-year reports being potential tracking targets [2] - The current A-share market is viewed as being at the starting point of a long-term bull market, supported by recent regulatory measures that have boosted market confidence [2]
政策面持续宽松，A股能否更上一层楼？｜市场观察
Di Yi Cai Jing·2025-05-07 09:04