Group 1 - The core viewpoint indicates that the A-share market is expected to enter a critical observation window for domestic and international policies in December, leading to a gradual increase in market risk appetite and a favorable period for cross-year positioning [1] - The CSI A500 index and CSI A100 index both rose by 1.2%, while the CSI A50 index increased by 1.1% at the close [1] - The Federal Reserve is likely to lower interest rates, alleviating concerns over US dollar liquidity and supporting a stronger RMB exchange rate, which is beneficial for foreign capital allocation towards Chinese assets [1] Group 2 - An important meeting will be held in early to mid-December to determine the economic development goals and macro policy tone for 2026, with policies aimed at reducing internal competition, promoting consumption, and enhancing new productivity expected to benefit from policy catalysts [1]
A500ETF易方达（159361）标的指数高开高走，机构称跨年行情将迎来布局期
Sou Hu Cai Jing·2025-12-01 10:40