光大证券:1月中旬后春节前市场或降温,关注多行业
Group 1 - The core viewpoint of the report is that short-term market enthusiasm is expected to continue, but there may be a cooling period after mid-January leading up to the Spring Festival [1] - The report highlights that policy support will continue, maintaining growth within a reasonable range and solidifying the foundation for prosperous development [1] - It notes that the release of policy dividends will boost market confidence and attract various types of capital inflow [1] Group 2 - The report advises attention to potential market cooling from mid-January to the Spring Festival after a sustained market rise [1] - Industries to focus on include electronics, electrical equipment, and non-ferrous metals [1]