Market Overview - The market has shown a noticeable contraction despite a minor rebound at the end of November, with indices facing selling pressure around the 3910 to 3920 points range [1] - The market is currently awaiting new signals, particularly after the December interest rate meeting and upcoming domestic policy meetings that will guide next year's economic policies [1] - There is a strong demand for profit-taking in the market, especially from growth sectors that performed well from April to August this year [1] Investment Strategies - The end of the year is historically favorable for value-oriented sectors, suggesting that this is a good time to consider dividend cash flow strategies [2] - Under the current market conditions, cash flow ETFs (159399) and dividend state-owned enterprise ETFs (510720) offer diversification value, with the former focusing on shareholder return potential driven by free cash flow and the latter emphasizing stable high dividends [2] - Investors are encouraged to take advantage of the year-end and early-year allocation opportunities by positioning in these ETFs [2]
缩量震荡+快速轮动，岁末年初现配置窗口
Mei Ri Jing Ji Xin Wen·2025-12-05 01:20