中信建投:把握结构性行情,关注基本面修复的大盘成长投资机会
Xin Lang Cai Jing·2026-01-09 00:07

Core Insights - The report from CITIC Securities indicates that the performance of A-share listed companies in the third quarter has shown a higher-than-expected value for the CSI 300 and the ChiNext Composite Index compared to historical averages, while the CSI 500's expected value is below the historical average for the same period [1] Group 1 - The CSI 300 and ChiNext Composite Index have exceeded historical average expectations [1] - The CSI 500 has underperformed relative to historical averages [1] - There is an emphasis on capturing structural market opportunities by selecting stocks that have exceeded expectations [1] Group 2 - The report highlights the importance of focusing on large-cap growth investment opportunities that are seeing fundamental recovery [1]