Group 1 - The A-share market experienced a slight upward trend after initial declines, with sectors like consumer electronics, power equipment, semiconductors, and aerospace performing well, while precious metals, insurance, commercial retail, and food and beverage sectors lagged [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] - Investment strategies should focus on structural opportunities in the market, with an emphasis on monitoring macroeconomic data, changes in overseas liquidity, and domestic policy developments [1] Group 2 - The A-share market is projected to maintain a slow bull market through 2026, driven by a gradual recovery in the economic fundamentals [2] - The market is expected to shift from valuation enhancement to performance improvement, providing sustained upward momentum for valuations [2] - Investors are encouraged to maintain confidence in the bull market narrative and focus on selecting stocks based on industry growth and economic conditions, rather than being distracted by short-term fluctuations [2]
【机构策略】A股市场有望逐步演绎“春季躁动”行情
Zheng Quan Shi Bao Wang·2025-12-25 01:14