Group 1 - The A-share market experienced slight fluctuations on Monday, with strong performance in sectors such as communication equipment, electronic components, coal, and robotics, while precious metals, jewelry, energy metals, and non-ferrous metals showed weaker performance [1] - Market policy expectations are rising, and the potential for interest rate cuts by the Federal Reserve this year is expected to support the market [1] - The A-share market is likely to continue showing characteristics of consolidation, with structural opportunities remaining abundant, particularly in the technology growth sector [1][2] Group 2 - The A-share market opened higher due to positive sentiment over the weekend but faced cautious behavior from funds ahead of several macro events this week, leading to reduced trading volume [2] - There is a prevailing cautious sentiment among market participants, with a focus on controlling positions until new leading sectors emerge [2] - Despite short-term fluctuations, the core logic supporting the A-share market's upward trend remains intact, with a foundation for continued strength in the fourth quarter [2]
【机构策略】A股市场持续向好的核心逻辑并未改变
Zheng Quan Shi Bao Wang·2025-10-21 02:00