Zheng Quan Shi Bao Wang·2025-12-08 01:33Group 1 - The A-share market continues to rebound with reduced trading volume, supported by improved funding conditions and effective domestic fundamental pricing [1] - The recent improvement in TMT and upstream resource sectors indicates potential investment opportunities, particularly in AI chains, price increase chains, capital goods, consumer goods, and infrastructure [1] - The market is expected to experience structural opportunities and fluctuations before any significant changes in domestic demand, with traditional manufacturing and resource sectors being undervalued [1][2] Group 2 - The overall market remains in an upward trend supported by funding and policy, with expectations for a bull market to continue into next year [2] - Geopolitical risks are easing, and the renewed expectations of Federal Reserve interest rate cuts may trigger a spring rally in the A-share market [2] - The AI sector is anticipated to continue its growth, with a focus on critical areas such as energy storage and power, as well as applications driven by AI interaction and ecosystem development [2]