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A股牛市启动新的循环?国金首席策略官牟一凌洞察市场风向
Hua Er Jie Jian Wen· 2025-08-19 23:13
Core Insights - The A-share market has seen a continuous rise since August, breaking historical highs of 3674 and 3731, reaching a ten-year peak, with a total market capitalization exceeding 100 trillion yuan [1] - There is growing market sentiment and a sustained profit effect, leading to discussions about whether a bull market has begun and which assets are worth attention [1] - Guojin Securities Chief Strategist, Miao Yiling, will lead a closed-door online seminar to discuss the potential new cycle of the A-share bull market and asset focus [1] Event Details - The Alpha online closed-door seminar is designed for high-net-worth users, with at least 20 sessions planned for 2025, averaging five per quarter [4] - The seminar will feature insights from leading global experts on market hotspots and core issues, aiding users in understanding asset trends [4] - Miao Yiling, recognized as one of the most influential new-generation A-share strategists, has a decade of experience in strategy research and has received multiple accolades in 2024 [1][4] Future Plans - The 2025 Alpha online closed-door seminar will include various prominent speakers from different fields, enhancing the quality of discussions and insights provided [6] - Membership for the 2025 Alpha online closed-door seminar is currently open, allowing participants to join multiple events throughout the year [4][6]
下半年A股牛市“引爆点”在哪里?广发证券首席策略分析师刘晨明洞察市场风向
Hua Er Jie Jian Wen· 2025-07-29 08:24
7月28日,A股诞生了今年之内的第一只十倍股:上纬新材。上证指数近期突破3600点创下年底新高,沪深300指数也达到年内高点,MSCI中国指 数更是创下四年新高。 在当前市场情绪升温的背景下,大家最关心的问题是:下半年市场还能持续走强吗? 针对大家关心的核心问题,我们邀请广发证券首席策略分析师刘晨明,在本周日(8月3日)上午来主讲一次Alpha线上闭门私享会,跟大家研讨交 流:2025下半年A股牛市"引爆点"在哪里?哪些资产最值得关注? 刘晨明在2023、2024年连获新财富最佳策略分析师第一名,是当前市场上最有影响力的A股策略分析师。他在2024年联手华尔街见闻打造的大师 课《A股策略方法论》也广受用户好评。 对本周日刘晨明老师闭门分享活动感兴趣的朋友,可以点击下方活动海报报名加入Alpha线上闭门私享会会员,一起来听听他对市场的最新洞察。 Alpha线上闭门私享会是华尔街见闻针对高净值用户提供的服务,2025年全年将举行至少20场Alpha线上闭门私享会,平均每季度举行5场。我们会 针对大家关心的市场热点及核心问题,邀请全球一线大咖来进行线上闭门分享,并为用户答疑解惑,帮大家看清资产变动风向,助力个人关键 ...
中美股市创新高后路在何方?招商证券首席宏观分析师张静静洞察下一步市场风向
Hua Er Jie Jian Wen· 2025-07-25 01:48
Core Viewpoint - The global equity markets have rebounded from the downturn caused by Trump's tariff war, reaching new highs in various regions including the US, Europe, and Asia [1]. Group 1: Market Performance - In the last three months, global equity markets have experienced significant volatility due to the impact of tariffs, but have since recovered and set annual highs [1]. - On July 24, the US stock market indices, including the Nasdaq and S&P 500, reached historical highs following agreements between the US and Japan, as well as progress towards a 15% tariff agreement between the US and Europe [1]. - The Shanghai Composite Index also surpassed 3600 points this week, marking a new high for the year [1]. Group 2: Future Outlook - There are ongoing discussions about whether the US and China equity markets will continue to strengthen in the second half of the year, along with the opportunities and risks they may face [1]. - A private online seminar featuring Zhang Jingjing, Chief Macro Analyst at China Merchants Securities, is scheduled for July 27 to provide insights on the latest market outlook for US and Chinese equities [1]. Group 3: Analyst Background - Zhang Jingjing is recognized as a prominent macro analyst, having received multiple industry awards and her team has been ranked first in the New Fortune awards for five consecutive years [3].