Live Updates > Live Update Details
2025-08-02 10:54:30
[With rising expectations for interest rate cuts, could A-shares see a structural rally in the second half of the year?] ⑴ With the arrival of the second half of the year, the A-share market has seen a volatile upward trend, with increased trading activity. ⑵ Investor sentiment has continued to improve due to rising policy expectations. ⑶ Senior analysts believe that driven by the dual policies of "two new" and "anti-involutionary" capacity clearance, some undervalued sectors are emerging. ⑷ Among them, consumption upgrades in lower-tier markets, the silver economy industry chain, and "specialized, sophisticated, and innovative" enterprises are seen as new areas of value. ⑸ As the 14th Five-Year Plan enters its final year, fiscal policy and industrial transformation are progressing in tandem, and policy dividends are gradually being realized. ⑹ Some analysts suggest that a resonant US and Chinese interest rate cuts may occur in the fourth quarter, creating structural opportunities for the market. ⑺ Against this backdrop, the defensive attributes of dividend-yielding assets and the resilience of the technology growth sector will jointly dominate the market. ⑻ The dynamic game between policy and market forces has entered a critical stage, and investors should closely monitor subsequent developments.
