Group 1 - The market sentiment has been affected by the India-Pakistan conflict, overshadowing positive news such as interest rate cuts and reserve requirement ratio reductions, leading to uncertainty in capital flows [1] - The recent ceasefire agreement between India and Pakistan is seen as a positive development, potentially stabilizing the market and improving risk appetite among large investors [2] - The industrial manufacturing level in the region has significantly improved, positioning the industry in a strong competitive stance globally [2] Group 2 - The A-share market is expected to continue its rebound, with banks breaking past previous highs and other sectors having 15-30% room for growth [3] - The market is anticipated to experience sector rotation and a gradual upward trend, with individual stocks showing localized performance [3] - The current market sentiment is pessimistic, which may prevent significant pullbacks, as the index has not formed profit-taking pressure [5]
刚刚,印巴已同意立即停火!接下来,A股要继续反弹了
Sou Hu Cai Jing·2025-05-10 15:25