【中信证券：三季度末到四季度可能是指数牛市的关键入局时点】金十数据5月28日讯，中信证券表示，展望未来一年，中国权益资产正迎来年度级别牛市。从2025年四季度开始，全球主要经济体在经济和政策周期上预计再次同步，财政和货币同时扩张，港股和A股市场将望迎来指数牛市，风格上也会发生2021年以来的重大切换，从持续4年的中小票题材轮动，转向核心资产的趋势性行情。从策略角度来看，最重要的策略选择应是重塑港A配比，进一步提升港股配置；其次是回归核心资产，聚焦新兴行业以及传统行业的龙头公司；接着才是考虑行业选择的问题，最后是择时问题，三季度末到四季度可能是指数牛市的关键入局时点。
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