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.
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.
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