英大证券：金点策略晨报—每日报告-20250117

Market Overview - The report indicates that the recent market surge is attributed to several factors, including technical rebound demand after low trading volumes, regulatory support, and positive sentiment from foreign investment banks regarding the Chinese capital market outlook [1] - The report anticipates a slow bull market in 2025, suggesting that the strategy of buying on dips remains favorable, with a cautious approach during market fluctuations [1][9] Sector Performance - The report highlights that the cultural media sector has shown strong performance, with a 42.75% increase in the first half of 2023, making it the second-best performing sector [5][6] - The report notes that the photovoltaic equipment sector is experiencing a rebound due to recent supply-side reforms aimed at reducing excessive competition and promoting high-quality development [7] Investment Opportunities - The report emphasizes the potential of the cultural media sector, particularly in areas such as gaming, short dramas, and interactive entertainment, which are expected to benefit from advancements in AI technology [6] - The report suggests that structural opportunities will dominate the market in 2025, with a balanced allocation between high-growth small-cap stocks and stable dividend core assets being recommended [9]