Group 1 - The core sentiment among investors for 2026 is a mix of eagerness to enter hot sectors like AI and humanoid robots while being cautious of valuation bubbles in certain segments [1] - The article emphasizes the importance of professional investor insights during market uncertainty, suggesting that this is the best time to reference expert opinions [1] - Key sectors identified for investment opportunities include technology, commercial aerospace, and non-ferrous metals, with a focus on long-term value investing and index product allocation [5][6] Group 2 - There is a strong consensus (over 90%) among market participants regarding positive outlooks, but there is a need to manage positions carefully due to potential market volatility [5] - The article highlights a divergence in views on overseas markets, with some experts optimistic about opportunities in U.S. tech stocks post-Fed rate hikes, while others express concerns about U.S. economic recession risks and high valuations [5][6] - The discussion includes the importance of balanced asset allocation, particularly in fixed income and equity markets, as well as the potential for recovery in low-valued Hong Kong stocks [4][6]
2026年大佬们的“作业”，可以直接抄了
天天基金网·2026-01-09 09:28