Core Viewpoint - The A-share market experienced a significant pullback on September 18, with all three major indices falling over 1%, while the ChiNext index saw an intraday fluctuation of nearly 4% [1] Market Performance - The A-share market's trading volume reached 3.17 trillion yuan, marking the first time it surpassed 3 trillion yuan in 15 trading days since August 28 [1] External Influences - Analysts suggest that the Federal Reserve's potential resumption of interest rate cuts not only boosts global risk appetite but also significantly improves liquidity expectations in emerging markets [1] Investment Opportunities - The A-share and Hong Kong markets are expected to benefit from a dual advantage of improved risk appetite and foreign capital inflow [1] - Structural opportunities are identified in technology growth, low volatility dividends, and sectors experiencing a rebound in prosperity [1] Market Outlook - The fourth quarter is anticipated to show a "policy-driven + profit improvement" dual support, leading to a fluctuating upward trend in the market [1]
分析人士:四季度A股市场或呈现“政策驱动+盈利改善”双向支撑下的震荡上行态势
Zhong Guo Zheng Quan Bao·2025-09-18 23:33