On March 6th, a research report by China International Capital Corporation (CICC) stated that looking ahead to the future, with the Federal Reserve entering a cycle of interest rate cuts, the outcome of the US presidential election being confirmed, and domestic stable growth policies continuing to exert force, we believe that the A-share market has become overweight, and the bottom is likely to have appeared. Risk appetite is expected to rebound. Under the catalysis of unexpected developments in the fields of technology and culture, there has been an increase in market structural opportunities, making bottom-up track research even more important. From a rhythm perspective, the current market generally expects the Fed to cut interest rates in June, when exchange rate constraints will ease, and the market performance in the second half of the year is expected to be better than in the first half.
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