Core Viewpoint - The A-share market is expected to maintain an upward trend in December, with short-term fluctuations anticipated, while the Hong Kong stock market may experience a similar upward trend influenced by signals from the Federal Reserve [1] Group 1: Economic Policy and Market Outlook - The Central Economic Work Conference in December is expected to focus on economic policies for 2026, particularly in areas such as fiscal and monetary policy, expanding domestic demand, stabilizing the real estate market, and addressing "involution" [1] - The Federal Reserve's December meeting may result in a combination of "interest rate cuts + hawkish guidance," impacting market sentiment [1] Group 2: Investment Opportunities - A series of industry conferences in December may create investment opportunities, including the "Artificial Intelligence +" Industry Conference on December 1, Brain-Computer Interface Conference on December 4, the 9th International Carbon Materials Conference on December 9, and the 2025 Computing Power Industry Ecological High-Quality Development Conference on December 11 [1] - The official launch of the Hainan Free Trade Port's full island closure operation on December 18 is expected to influence sectors such as duty-free retail, modern logistics, and trade services [1]
银河证券：12月A股市场仍处于向上态势 短期行情预计呈现震荡结构特征
Zheng Quan Shi Bao Wang·2025-12-01 00:47