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长城基金副总经理杨建华:A股投资风险已释放 科技新叙事机会多
Zheng Quan Shi Bao Wang· 2025-12-08 06:57
Core Viewpoint - The A-share market is expected to have rebound potential towards the end of the year, with a relatively stable external environment anticipated, and risks have been somewhat released after recent adjustments [1] Group 1: Investment Opportunities - Focus on investment opportunities for 2026, particularly in technology sectors related to AI and new narratives [1] - Attention should be given to overseas demand sectors as the U.S. enters a rate-cutting cycle [1] - Resource stocks are highlighted as potential beneficiaries of a new round of monetary easing [1] - Investment opportunities in cyclical sectors are expected to emerge as domestic demand continues to drive growth [1]