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commentary · [2 sources] · · 中文(ZH) 中金：坚定看好A股市场延续震荡上行趋势 关注景气成长与周期改善主线
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CICC bullish on A-share market's upward trend, citing innovation

By PulseAugur Editorial · Summary by gemini-2.5-flash-lite from 2 sources

CICC has released a research report indicating a positive outlook for the A-share market, predicting a continued trend of volatile upward movement. The report highlights that both the All A-share Index and the ChiNext Index have reached new historical highs, with the market rally extending for nearly two years. CICC attributes this sustained performance to the reshaping of international order and China's industrial innovation trends, suggesting that current valuations remain reasonable. AI

Summary written by gemini-2.5-flash-lite from 2 sources. How we write summaries →

RANK_REASON The cluster contains a research report from a financial institution analyzing market trends, which falls under commentary.

Read on 36氪 (36Kr) →

COVERAGE [2]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CICC: Firmly optimistic about the A-share market continuing its oscillating upward trend, focusing on the main themes of prosperous growth and cyclical improvement

    36氪获悉，中金公司发布研报称，全A指数和创业板指今日均创下历史新高，A股“924行情”已延续近两年时间。中期视角下，该行坚定看好A股市场延续震荡上行趋势，当前A股市场整体估值仍处于合理水平。国际秩序重构与我国产业创新趋势共振是推动本轮市场上涨、中国资产重估的核心驱动力，924以来A股市场稳进行情有望延续。配置上，2026 年成长仍有优势，但与其他板块的相对表现或有所收敛。经历过去三年去产能周期，叠加“反内卷”等政策推进，越来越多的顺周期行业有望受益于供需再平衡。建议关注景气成长与周期改善主线。

  2. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CICC: Firmly optimistic about the A-share market continuing its volatile upward trend, focusing on the main themes of prosperous growth and cyclical improvement.

    36氪获悉，中金公司发布研报称，全A指数和创业板指今日均创下历史新高，A股“924行情”已延续近两年时间。中期视角下，该行坚定看好A股市场延续震荡上行趋势，当前A股市场整体估值仍处于合理水平。国际秩序重构与我国产业创新趋势共振是推动本轮市场上涨、中国资产重估的核心驱动力，924以来A股市场稳进行情有望延续。配置上，2026 年成长仍有优势，但与其他板块的相对表现或有所收敛。经历过去三年去产能周期，叠加“反内卷”等政策推进，越来越多的顺周期行业有望受益于供需再平衡。建议关注景气成长与周期改善主线。

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