券商把脉 2026 年 A 股：盈利接棒估值，配置更趋均衡

Wallstreetcn
2025.11.11 22:14

According to incomplete statistics, as of November 11, brokerages such as Cathay Securities, Soochow Securities, Kaiyuan Securities, Huatai Securities, CITIC Securities, CITIC Construction Investment, and Guosheng Securities have held strategy meetings for the year 2026. China International Capital Corporation and Eastmoney Securities will hold theirs in mid to late November. From the strategies that have been released, institutions generally expect the macro economy to operate steadily in 2026, and the A-share market is likely to continue its upward trend. The market driving force is shifting from valuation recovery to earnings fundamentals. (Shanghai Securities Journal)

来源：Wallstreetcn 本文版权归属原作者/机构所有。
当前内容仅代表作者观点，与本平台立场无关。内容仅供投资者参考，亦不构成任何投资建议。如对本平台提供的内容服务有任何疑问或建议，请联系我们。