A股跨年行情来了！大家做好准备

Group 1 - The A-share market is experiencing a cross-year rally, with the last trading days of the year being crucial for planning future investments [3][5] - The market has seen significant gains in major indices, but retail investors feel disconnected from the bull market, as gains are primarily driven by institutional investments in dividend stocks and technology [1][3] - Key sectors to watch include securities and real estate, as the recovery of the real estate market is essential for the overall consumption recovery [3][5] Group 2 - There is a prevailing skepticism among investors regarding the potential for inflation and economic recovery, with many doubting the return of positive PPI, CPI, and PMI [7] - The cyclical nature of industries is emphasized, indicating that all sectors go through phases of prosperity and decline, suggesting a potential for future recovery [7] - The real estate sector is highlighted as critical, with the belief that monetary policy adjustments could effectively address liquidity issues and stimulate market activity [5][7]