2024-12-13 11:50:12
Hualong Securities recently released the 2025 A-share investment strategy report, which believes that from the release of the new "National Nine Articles" to the introduction of incremental financial policies on September 24, the bottom of the market will be established. The new "National Nine Articles" is the third "National Nine Articles" in the capital market. The three "National Nine Articles" plan the path of "stable development → healthy development → high-quality development" in the capital market. On April 12, the new "National Nine Articles" released stable market expectations, pushing the capital market into a new stage of high-quality development, and the market moved towards the 4.0 period. On September 24, a package of financial policies proposed to activate market risk appetite and boost the market quickly in a short time, and the market bull market pattern appeared. It is expected that the loose policy will continue in 2025, which is expected to drive the continuous improvement of economic fundamentals and enhance the performance growth expectations of listed companies. The bull market is expected to continue to be interpreted. It is estimated that the economic growth rate will remain around 5% in 2025, and investment and consumption will become important driving forces for growth. The global economic growth rate will remain resilient, and there will be external disturbance factors in the market, but the impact may be limited.Soochow securities's 2025 A-share investment strategy outlook report recently holds that under the background of Trump's victory in accelerating the rise of trade protectionism and weak domestic economic recovery, 2025 will be a fiscal year, and incremental policies are expected to continue to increase; At the same time, the Fed's interest rate cut will benefit A shares from three dimensions: policy space, fundamentals and liquidity. Soochow securities judged that China's assets will continue to be repaired in 2025.Where are the possible opportunities?
Oriental fortune securities, there is no queue for quick account opening > >Where are the possible opportunities?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.
Hualong Securities recently released the 2025 A-share investment strategy report, which believes that from the release of the new "National Nine Articles" to the introduction of incremental financial policies on September 24, the bottom of the market will be established. The new "National Nine Articles" is the third "National Nine Articles" in the capital market. The three "National Nine Articles" plan the path of "stable development → healthy development → high-quality development" in the capital market. On April 12, the new "National Nine Articles" released stable market expectations, pushing the capital market into a new stage of high-quality development, and the market moved towards the 4.0 period. On September 24, a package of financial policies proposed to activate market risk appetite and boost the market quickly in a short time, and the market bull market pattern appeared. It is expected that the loose policy will continue in 2025, which is expected to drive the continuous improvement of economic fundamentals and enhance the performance growth expectations of listed companies. The bull market is expected to continue to be interpreted. It is estimated that the economic growth rate will remain around 5% in 2025, and investment and consumption will become important driving forces for growth. The global economic growth rate will remain resilient, and there will be external disturbance factors in the market, but the impact may be limited.According to the A-share strategy report for 2025 released by CDB Securities recently, the stock market is expected to play a "positive feedback" function. On the basis of continuous efforts to improve the quality of the policy side, "expected management" and "market value management" will play a more positive role in the operation of the market. It is expected that there will be room for further improvement in management in 2025, and China's capital market may maintain a certain degree of activity; Market value management of listed companies in the strategic dimension is helpful to stabilize market expectations. In the first quarter of 2025, the market may fluctuate to find the bottom, and after the disclosure of the annual report and the first quarterly report, it can be more positive and optimistic about the market. Especially in the context of downward pressure on global stock markets, China's assets are expected to be allocated by international capital.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.
Strategy guide
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Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13