中国银河证券指出2025年下半年A股市场有望呈现出震荡向上的行情特征。中长期视角下一轮全新的供给侧改革正在酝酿。从市场层面来看随着资本市场投融资改革持续深化A股市场“筑基行稳”具备更为坚实的支撑。同时新兴产业变革与制度创新正在成为驱动市场价值重构的核心力量。“重塑鼎新”的价值发现进程加速推进助力市场逐步构建起以创新驱动、高质量发展为核心的全新范式。
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