市场中枢上台阶
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“持股过节”成机构共识:支撑本轮行情上涨的底层逻辑并未改变 10月市场中枢有望再上台阶
Jing Ji Guan Cha Wang· 2025-09-29 06:36
Core Viewpoint - The A-share market is approaching a long holiday break, leading to discussions among investors about whether to hold cash or stocks, with most brokerages optimistic about holding stocks during the holiday [1] Group 1: Market Sentiment - Investors face a dilemma between holding cash to avoid potential risks from overseas "black swan" events and holding stocks to benefit from potential post-holiday market rallies [1] - Brokerages are generally optimistic about the market after the holiday, suggesting that investors should "hold stocks through the holiday" [1] Group 2: Market Dynamics - The underlying logic supporting the current market rally remains unchanged despite some cautious sentiment among funds before the holiday [1] - After a period of fluctuation and digestion since September, the market is expected to rise further in October [1]