Group 1 - The central bank has signaled a clear intention for monetary easing, with expectations for interest rate cuts and reserve requirement ratio reductions, which are anticipated to lower financing costs and enhance market liquidity, positively impacting the overall market [1] - The rare earth and strategic resource sectors are expected to benefit from new policies prohibiting dual-use exports to Japan, which will catalyze growth in these sectors due to China's dominant position in the global rare earth supply chain [1] Group 2 - The market has shown strong upward momentum, with two consecutive trading days of gains, indicating a potential upward trend, but caution is advised as this phase may lead to a pullback [2] - Key indicators to monitor include the performance of major indices and core sectors such as brokerage and insurance, as well as technology stocks, which will determine if the market can maintain its upward trajectory [2] - Long-term trends suggest that short-term pullbacks do not alter the overall market direction, and investors are advised to consider selling high on overextended stocks and look for re-entry points after corrections [3]
和讯投顾高璐明：突发！要降息？今天还会涨吗？
Sou Hu Cai Jing·2026-01-07 01:20