On December 25th, the A-share market rebounded with reduced volume on December 24th, with all industry sectors rising. The market experienced a trend of “weighted platforms and themed performances”, with over 3900 stocks in the entire A-share market rising. Analysts believe that loose policies are still expected to be intensified, and the reduction of reserve requirement ratio and interest rates is worth looking forward to. The upward trend in the A-share market will continue, and the segmented industries with high performance expectations next year and the technology growth sector with upward industrial prosperity are worth paying attention to. Chen Guo, Chief Strategy Officer of CITIC Securities, believes that loose policies are still expected to increase early next year, and the reduction of reserve requirement ratio and interest rates is worth looking forward to. Funds are expected to further flow into the A-share market, and it is expected that the market will continue into the new year. Overall, there has been a significant rotation in theme investment, and it is recommended to focus on policy supported niche areas such as AI hardware and consumer upgrades. (China Securities Journal)
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