A股节后怎么投资？多家券商发“干货”！

Core Viewpoint - The article emphasizes the ongoing investment opportunities in the A-share market, particularly in AI applications and various asset classes, despite the market being closed during the Spring Festival [4][5][6][7]. Group 1: AI Applications - The AI application industry is expected to establish a trend, with a potential "double hit" by 2026, as some companies have over 10% of their revenue from AI orders [5]. - Four key directions for investment in AI applications are identified: super entry points, AI infrastructure, high growth sectors, and high barrier industries [5]. - The production paradigm of animated dramas is being restructured by AI, marking a "golden window period" for this sector [6]. Group 2: Asset Class Analysis - Cash assets are under pressure due to low interest rates, with annual returns around 1.5%-2%, but they provide liquidity advantages [6]. - Bond assets are reasonably valued, but there is pressure on long-term yields; high-grade bonds can offer stable returns [6]. - A-shares are currently at historically low valuations, making them attractive compared to global markets, while high-dividend sectors are also seen as reasonable [6][7]. Group 3: Investment Strategy - The trend of converting household savings into investments continues, with a conservative risk appetite favoring high-dividend and stable bonds [7]. - A pyramid model for asset allocation is suggested, with 40%-50% in stable assets, 30%-40% in growth assets focusing on utility and consumer leaders, and 10%-20% in opportunities like industrial metals and frontier sectors [7]. - The article encourages dynamic adjustment of asset weights based on the characteristics of 2026 [7].