Group 1 - The core viewpoint is that a bull market trend is being established, with expectations for the third quarter and the overall market in the second half of the year [1][2][3] - The sectors expected to sustain growth in the future are primarily concentrated in consumption, finance, and technology, with finance and technology already showing upward momentum [1][2] - The banking sector is attracting attention from investors seeking low valuations and high dividends, although there may be profit-taking once the market rises [1][2] Group 2 - The consumption sector has shown relatively poor performance this year, particularly due to slowing income growth and policy impacts, but there is potential for recovery in the third quarter [2] - The current market trend is shifting from a localized bull market to a broader advantage, with more sectors beginning to participate in the upward movement [2] - The bull market is expected to last for two to three years, indicating a long-term investment opportunity rather than a short-term trend [2]
杨德龙：经济转型下三大领域投资展望 牛市有望持续两到三年
Xin Lang Zheng Quan·2025-08-18 04:05