Recently, Guotai Junan and Haitong Securities jointly released a research report stating that China’s stock market is at a critical turning point and is poised to break through a key technical resistance level after a prolonged consolidation period. The report notes that with macroeconomic stabilization, stronger policy support, and ongoing capital market reforms, investor confidence in A-share markets is gradually recovering. In particular, recent coordinated fiscal and monetary policies have improved corporate earnings expectations, providing fundamental support for a market rally. Additionally, early signs of foreign capital returning, coupled with historically low valuations, have further enhanced the market’s appeal. Guotai Haitong emphasized that if economic data continues to improve and reform measures are effectively implemented, the A-share market could surpass the crucial resistance zone of 3,200–3,400 points, ushering in a new round of structural market opportunities. Investors are advised to focus on high-quality development themes such as technological innovation, advanced manufacturing, and green energy to capture medium- to long-term investment prospects.
近日，国泰君安与海通证券联合发布研究报告指出，中国股市正站在一个关键的转折点上，有望跨越长期盘整的重要技术关口。报告认为，在宏观经济企稳、政策支持力度加大以及资本市场改革持续推进的多重利好下，A股市场信心正在逐步恢复。特别是近期财政与货币政策协同发力，推动企业盈利预期改善，为股市上行提供了基本面支撑。此外，外资回流趋势初现，叠加估值处于历史低位，进一步增强了市场的吸引力。国泰海通强调，若后续经济数据持续向好、改革措施落地见效，A股有望突破3200-3400点这一关键阻力区间，开启新一轮结构性行情。投资者应关注高质量发展主线，如科技创新、高端制造和绿色能源等板块，把握中长期布局机会。
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