CITIC Construction Investment released a research report stating that in 2027, A-shares will usher in a “decline in profit+decline in discount rate” handover year. Under the migration and switching of pricing anchors, A-shares are expected to experience wide fluctuations and structural markets. The easing of the global liquidity environment is particularly critical for the market to turn bullish. Investors are advised to respond with the idea of “balanced allocation and flexible adjustment” to seize phased opportunities for dividend assets, energy and chemicals, AI computing power, military industry, and domestic demand consumption. The industry focuses on: banking, transportation, food and beverage, trade and retail, social services, coal, oil and gas production, coal chemicals, AI computing power, military industry, etc.

Zhitongcaijing · 1d ago
CITIC Construction Investment released a research report stating that in 2027, A-shares will usher in a “decline in profit+decline in discount rate” handover year. Under the migration and switching of pricing anchors, A-shares are expected to experience wide fluctuations and structural markets. The easing of the global liquidity environment is particularly critical for the market to turn bullish. Investors are advised to respond with the idea of “balanced allocation and flexible adjustment” to seize phased opportunities for dividend assets, energy and chemicals, AI computing power, military industry, and domestic demand consumption. The industry focuses on: banking, transportation, food and beverage, trade and retail, social services, coal, oil and gas production, coal chemicals, AI computing power, military industry, etc.