Group 1 - The market's upward momentum has weakened entering October, with many anticipating a year-end rally, typically starting from mid to late November and lasting until mid-January or early February [1] - Historically, the year-end rally has averaged 37 days since 2010, with most peaks occurring in December [1] - Non-bank financials have shown better performance based on historical win rates and returns during the year-end rally [1] Group 2 - Key factors influencing the year-end rally include fundamentals, liquidity, and policy [1] - Four clues for the year-end rally have been predicted by Industrial Securities, including trends in the AI industry, advantageous manufacturing sectors, anti-involution, and a structured recovery in domestic demand [1] - The probability of the ChiNext leading the year-end rally is high this year, as it covers emerging strategic industries with reasonable valuations [1] Group 3 - Recent market performance has been suppressed, but with disruptive factors fading and the Federal Reserve's decision approaching, the A-share market is expected to enter a new phase, with the year-end rally potentially arriving in December [1]
这份“跨年题材”埋伏清单，请收好！
Sou Hu Cai Jing·2025-12-04 01:12