2024-12-14 03:57:17
What do institutions think of the trend of A shares next year?CDB Securities believes that it should closely follow the market orientation of "supporting the superior and limiting the inferior" and pay attention to the A-share core asset index. After a long-term adjustment, the market growth index is expected to gain excess returns in 2025. Look for target industries through factors such as low valuation, future inflation expectations and green economy, and pay attention to capital-driven themes such as mergers and acquisitions. Commodity prices have a long-term upward momentum, but they may still fluctuate in the short term.Oriental fortune securities, there is no queue for quick account opening > >
Central china securities believes that the grasp of the operation and investment of the A-share market in 2025 should at least follow two major trends at the macro level: (1) the "Trump 2.0" policy from the outside, especially the intensity and progress of tariff increase; (2) The strength and continuous progress of domestic countercyclical control policies. In terms of industry configuration, we can focus on four main lines: (1) new productivity-related sectors such as self-control of science and technology and acceleration of domestic substitution, such as frontier technical fields such as artificial intelligence, semiconductors, new chemical materials and related equipment segmentation fields; (2) consumption and infrastructure sectors related to promoting domestic demand, such as smart driving product industrial chain, smart home, pet products, ships, construction machinery, etc.; (3) Supply optimization and demand recovery have led to an inflection point in the prosperity of the industry, such as photovoltaic and lithium batteries; (4) Theme concepts related to deepening the reform of the capital market and promoting listed companies to enhance their investment value, such as mergers and acquisitions, cash dividends and market value management, such as construction, coal, transportation, banking and other industries with concentrated net losses or low valuation characteristics.[Institutions are optimistic about the three major directions of 2025! 】What do institutions think of the trend of A shares next year?
What do institutions think of the trend of A shares next year?Near the end of the year, a number of brokers released investment strategy reports for 2025, and discussed the possible trends and market opportunities of the A-share market in the new year.Where are the possible opportunities?
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14