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兴证策略:海外扰动影响最大的时刻或正在过去,A股以我为主布局内部确定性
Ge Long Hui A P P· 2025-10-19 11:27
Core Viewpoint - The period of significant overseas disturbances may be coming to an end, with upcoming events such as the Federal Reserve's meeting and the APEC summit expected to create a favorable environment [1] Group 1: Domestic Factors - The domestic market is approaching a phase with the Fourth Plenary Session and the verification of third-quarter reports, which are seen as positive catalysts [1] - There is an anticipated consensus in the market regarding the main line of economic prosperity, which is expected to strengthen [1] Group 2: Strategic Approach - The strategy moving forward should focus on internal factors, emphasizing certainty in domestic investments [1]