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A股:刚刚,国家发改委发声,做好准备,周三将迎来全面的行情?
Sou Hu Cai Jing· 2025-12-03 01:58
Core Viewpoint - The A-share market is poised for a significant rally due to favorable conditions from the Federal Reserve and proactive measures from the National Development and Reform Commission (NDRC) [2][3] Group 1: Federal Reserve Actions - The probability of a Federal Reserve interest rate cut has surged to 85%-86%, indicating a strong expectation of monetary easing [2] - The upcoming announcement of a new Fed chair, expected to be a "super dovish" figure, is likely to further enhance liquidity in the market [2] - This environment is expected to drive investments into technology stocks and precious metals, as increased liquidity supports expansion and price increases [2] Group 2: NDRC Initiatives - The NDRC has announced extraordinary measures to support technological advancements, focusing on sectors like AI, commercial aerospace, humanoid robots, energy storage, and solid-state batteries [3] - The initiative includes financial support, land allocation, and expedited approvals, effectively providing a "policy insurance" for technology stocks [3] - Additionally, increasing residents' income is expected to boost domestic consumption across various sectors, including smart home products and food and beverage [3] Group 3: Market Dynamics - The recent market adjustment is viewed as a temporary pullback rather than a sign of a market peak, with key indices remaining above critical support levels [4][5] - The market is expected to rebound strongly if it maintains above the 3888-point level, with a target of filling the gap at 3927 points [6] - The current market environment favors specific sectors, particularly large technology and cyclical stocks, as well as new consumer spending driven by rising incomes [7][8]