Group 1 - The core viewpoint of the article suggests maintaining a balanced allocation between technology and consumer sectors as market rotation accelerates [1] - Following a 25 basis point rate cut by the Federal Reserve, global risk appetite has rebounded, and liquidity expectations have become more accommodative [1] - Recent domestic policy measures, such as the adjustment of risk factors for insurance capital and the emphasis on domestic demand, indicate a supportive stance from policymakers towards the market [1] Group 2 - The domestic economy appears to be in a recovery phase, with ongoing narratives surrounding artificial intelligence continuing to support a positive market outlook [1] - It is recommended to focus on representative broad-based indices, prioritizing the CSI A500 ETF (159338) and the SSE Composite Index ETF (510760) to better navigate the anticipated high volatility in the market [1]
上证综指ETF(510760)盘中翻红,近20日净流入超2亿元,市场或仍将震荡上行
Sou Hu Cai Jing·2025-12-18 06:17