The strategy's research report indicates that starting from early January, A-shares began to be influenced by a combination of the 'Spring Festival effect' and the 'earnings disclosure period effect'. In the first half of January 2025, the main direction for increasing positions should still be in blue-chip stocks. As the Spring Festival approaches, it can gradually shift to Growth, Technology, and Small Cap stocks. Industrial enterprise profits in November show Bullish Signals, and the initial signs of a price turn are appearing, driving a marginal recovery in profit margins. Subsequently, with the gradual manifestation of policy effects, a sustained improvement in profits is expected. Focus should be on areas such as CSI Leading Consumption and Services Index and high-tech sectors, looking for improvement opportunities in Special Equipment, Smart Clothing, household appliances, and more.
招商策略：1月中上旬应以偏蓝筹为主要加仓的方向，接近春节逐渐加仓小盘方向的股票
The strategy suggests that in the first half of January, the main direction for increasing positions should be in blue-chip stocks, gradually shifting towards Small Cap stocks as the Spring Festival approaches.
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
Hot News
Updated