A股分析师前瞻：策略观点分歧大，跨年攻势已开启VS股指短期扰动多

Group 1 - The core viewpoint of the article indicates a divergence in strategies among brokerages, with some anticipating a year-end rally while others expect short-term market fluctuations [1][2] - The central economic work conference and the Federal Reserve's meeting have set a clearer policy tone for the upcoming year, suggesting a favorable environment for risk assets [1][3] - The market is expected to see improved liquidity and active trading as institutional funds return for year-end reallocation [1][3] Group 2 - Short-term predictions suggest a lack of unexpected domestic policy stimuli, leading to a primarily volatile A-share market [2][3] - Attention is drawn to external factors that may affect market sentiment, particularly the upcoming "super data week" which will provide critical reports on CPI and employment [2][3] - The article highlights the importance of sectors such as technology and cyclical industries for potential investment opportunities [2][3] Group 3 - Various brokerage strategies emphasize the significance of policy direction and market conditions, with a focus on sectors benefiting from policy support, such as chemicals, energy, and new consumption [3][4] - The article notes that the current market environment is conducive to a potential spring rally, with historical patterns suggesting a favorable timeframe for such movements [3][4] - The emphasis on domestic demand and structural adjustments in policies indicates a cautious but optimistic outlook for the market [4][5]