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机构预计12月A股市场慢牛行情仍将持续,A500ETF南方(159352)涨0.50%
Sou Hu Cai Jing· 2025-12-01 02:48
Group 1 - The core viewpoint of the articles indicates that the A-share market is experiencing a slight upward trend, supported by external liquidity expectations and domestic macro policies [1][2] - The A500 index saw a minor increase of 0.50% as of 10:30 AM, with notable gains in stocks such as Zijin Mining (+4.79%) and Zhongji Xuchuang (+3.70%) [1] - The market sentiment is bolstered by the consensus on the Federal Reserve's potential interest rate cut in December and the recognition of Chinese assets by foreign investors, exemplified by JPMorgan's upgrade of Chinese stocks to "overweight" [1] Group 2 - The upcoming Central Economic Work Conference in December is expected to focus on economic policy deployment for 2026, particularly in areas such as fiscal and monetary policy, domestic demand expansion, and real estate stability [2] - The Federal Reserve's December meeting may result in a combination of interest rate cuts and hawkish guidance, which could further influence market dynamics [2]