Oriental fortune securities, there is no queue for quick account opening > >What do institutions think of the trend of A shares next year?
According to the investment strategy report of Hualong Securities, the equity market will remain in a favorable fundamental environment in 2025. The central bank will continue to adhere to the supportive monetary policy stance and maintain a reasonable and abundant liquidity. At the same time, the proactive fiscal policy will continue to exert its strength, the pressure of localized debt will be reduced, and more resources will be released to protect people's livelihood and promote the economy. The real estate market will stop falling and stabilize, and the policy of developing new quality productivity will continue to advance. The economy as a whole will remain in the boom expansion zone, and the market will have more opportunities for allocation and layout. Hualong Securities believes that the style in 2025 may be interpreted as: Technology (TMT) > Advanced Manufacturing. Hualong Securities suggested that we should pay attention to TMT, advanced manufacturing, cycle and other major styles and industries.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.How to get A shares in 2025? What are the opportunities? Institutions see it this way.
According to the strategy report of Guojin Securities, compared with previous "spring restlessness" markets, such as 2006, 2009, 2016 and 2019, there will be a high probability of "spring restlessness" in 2025. Specific reasons: (1) At present, the domestic economy tends to improve, and it is expected that the current domestic fundamental improvement cycle will last at least until the first quarter of 2025; (2) Effective market flow tends to improve; (3) Inflation has not risen significantly, the discount rate remains low, and the turning point of PPI may be in July next year, and the fastest turning point will be in September next year; (4) The valuation is reasonable or even at a low level; (5)ERP is at a stage high point, and has more room for downward convergence-as of November 20, 2024, both EPR and "stock-debt yield difference" indicate that A-share risk appetite has much room for improvement.How to get A shares in 2025? What are the opportunities? Institutions see it this way.According to the investment strategy report of Hualong Securities, the equity market will remain in a favorable fundamental environment in 2025. The central bank will continue to adhere to the supportive monetary policy stance and maintain a reasonable and abundant liquidity. At the same time, the proactive fiscal policy will continue to exert its strength, the pressure of localized debt will be reduced, and more resources will be released to protect people's livelihood and promote the economy. The real estate market will stop falling and stabilize, and the policy of developing new quality productivity will continue to advance. The economy as a whole will remain in the boom expansion zone, and the market will have more opportunities for allocation and layout. Hualong Securities believes that the style in 2025 may be interpreted as: Technology (TMT) > Advanced Manufacturing. Hualong Securities suggested that we should pay attention to TMT, advanced manufacturing, cycle and other major styles and industries.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13