Group 1: Market Overview - The A-share market is expected to maintain a strong upward trend following the U.S. election results, which have reduced uncertainty factors[2] - The potential impact of increased tariffs on Chinese goods by the new U.S. administration could affect Chinese exports by approximately 10%, translating to a GDP impact of 1-2%[2] - The market is likely to experience a strong performance driven by domestic monetary and fiscal policies, with significant policy announcements anticipated in December[3] Group 2: Investment Strategy - The index is currently in a strong oscillation phase, with high trading volumes expected as policies are implemented[4] - Investment focus should shift towards consumer sectors, cyclical stocks, and areas related to self-sufficiency, particularly in technology and consumption[4] - Caution is advised regarding export-oriented sectors due to potential pressures from U.S. policies, while maintaining a cautiously optimistic view on the export chain[4]
A股策略点评报告：美国大选结果落地 以我为主延续强势
Dongxing Securities·2024-11-07 03:23