According to the CITIC Construction Investment Research Report, short-term A-share fluctuations are mainly affected by the external environment, such as concerns about the US AI bubble and the Bank of Japan's interest rate hike. Currently, the stock prices of core US AI companies have stabilized, and the subsequent implementation of the Bank of Japan's interest rate hike is limited, and A-shares are expected to resonate upward with global stock markets. At the end of the year and the beginning of the New Year, the A-share industry allocation focused on three clues: dividend value, layout and hot topics.

According to the CITIC Construction Investment Research Report, short-term A-share fluctuations are mainly affected by the external environment, such as concerns about the US AI bubble and the Bank of Japan's interest rate hike. Currently, the stock prices of core US AI companies have stabilized, and the subsequent implementation of the Bank of Japan's interest rate hike is limited, and A-shares are expected to resonate upward with global stock markets. At the end of the year and the beginning of the New Year, the A-share industry allocation focused on three clues: dividend value, layout and hot topics.