经历了此前中期调整的完成，近期上证指数八连阳传递了积极信号，我们认为A股跨年行情已经启动。在机构投资者的一致乐观预期下，明年春季躁动行情有望提前；海外AI模型调整结束，美国战略重心西迁，海外流动性和风险持续改善；近期十五五产业政策与事件密集发布，投资者政策预期高涨；以上三大预期共同推动市场跨年行情启动。中期行业配置方面，重点关注具有一定景气催化的有色金属和AI算力，市场热点仍然以商业航天为主，次要...
Source Link经历了此前中期调整的完成，近期上证指数八连阳传递了积极信号，我们认为A股跨年行情已经启动。在机构投资者的一致乐观预期下，明年春季躁动行情有望提前；海外AI模型调整结束，美国战略重心西迁，海外流动性和风险持续改善；近期十五五产业政策与事件密集发布，投资者政策预期高涨；以上三大预期共同推动市场跨年行情启动。中期行业配置方面，重点关注具有一定景气催化的有色金属和AI算力，市场热点仍然以商业航天为主，次要...
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