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Goldman Sachs A-shares 2025 Heavyweight Strategy Outlook: Domestic funds will grasp pricing power! Overweight A-shares before H, industry focus on consumer stocks!
Goldman Sachs believes that compared to Hong Kong stocks, A-shares are more sensitive to policy easing and personal investment capital flows. The first quarter of next year will be a better time to allocate to Hong Kong stocks. In terms of sectors, analysts recommend that investors pay attention to themes such as consumer, emerging markets exporters, specific new technologies, and shareholder return strategies.
The ruthless person Zhong Shanshan.
Provocation.
Taking the lead independently, with foreign investment closely following; range-extended hybrid technology sweeping the global market.
①On November 20 local time, Stellantis Group announced the launch of the STLA Frame vehicle platform. ② Stellantis Group introduced that vehicles equipped with this platform will first be equipped with innovative powertrains, including pure electric and extended-range, and in the future can also be equipped with internal combustion engines, hybrid power, and hydrogen energy power systems.
Five projects in jiangxi have been approved for filing within one week, and many places are accelerating the implementation of low-altitude economic related projects.
① The projects include the low-altitude economic industry public service center project, the low-altitude tourism project at the Huangling Mountain scenic area in Shangrao, the comprehensive development project for low-altitude transportation around Poyang Lake, the comprehensive application project for low-altitude air traffic in Shangrao's low-altitude economy, and the low-altitude flight operation project in the Huangling Mountain area of Guangxin District in Shangrao. ② Recently, various places across the country have accelerated the implementation of low-altitude economic projects.
BeiGene Has Entered Into A Settlement Agreement With MSN Pharmaceuticals And MSN Laboratories Private Resolving Patent Litigation Related To MSN's Abbreviated New Drug Application Seeking Approval To Market A Generic Version Of Brukinsa (Zanubrutinib)...
Brokerage Morning Meeting Highlights: The historical bottom of real estate stock valuation may have been established.
At today's brokerage morning meeting, China Securities Co.,Ltd. proposed supply-side optimization, suggesting to focus on industries such as steel, photovoltaic, cement, coal, and rare earths; htsc stated that domestic sales of household appliances are improving with stable exports, focusing on two major themes for the year 2025; China International Capital Corporation believes that the historical bottom of real estate stock valuation may have been established.