Group 1 - The A-share market opened high and trended upward on Monday, with strong performance in sectors such as communication equipment, electronic components, aerospace, and semiconductors, while sectors like pharmaceutical commerce, education, banking, and retail showed weaker performance [1] - The Shanghai Composite Index is expected to consolidate around the 4000-point mark due to factors such as funding disturbances, policy expectations, and fluctuations in overseas liquidity [1] - The market sentiment is likely to improve as external disturbances decrease, with a potential continuation of the rebound trend in the short term [2] Group 2 - The three major A-share indices strengthened collectively on Monday, with the Shanghai Composite Index recovering the 3900-point level but not yet effectively breaking through resistance [3] - The market liquidity environment is expected to remain loose until the first quarter of next year, with a trend of "deposit migration" likely to continue due to low interest rates and a scarcity of quality assets [3] - The recent market pullback has provided a favorable opportunity for investors to position themselves ahead of the upcoming spring market [3]
【机构策略】积极把握即将到来的春季行情机会
Zheng Quan Shi Bao Wang·2025-12-23 01:22