产业周期和政策周期共振
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股往金来丨东方财富陈果:信心重估的中期逻辑依然牢固
Xin Hua She· 2025-10-30 08:15
Core Viewpoint - The A-share market has recently returned to the significant 4000-point level after ten years, prompting attention on whether it can continue to rise. The current market is characterized as more rational and healthy compared to previous uptrends, with expectations of high-level fluctuations in the future [1] Group 1: Market Dynamics - The current market rally is expected to maintain high-level fluctuations, differing from past trends [1] - The technology growth sector is anticipated to benefit from the resonance of industrial and policy cycles [1] Group 2: Investment Focus - Companies with strong fundamentals that can consistently deliver results are likely to be the focus for mid-term market attention [1]