本周A股市场整体呈现震荡上行格局，李大霄在复盘中指出，市场情绪明显回暖，主要受益于政策面持续释放积极信号。他特别提到，近期央行降准、财政刺激预期增强以及稳增长措施陆续落地，为市场提供了有力支撑。从板块表现来看，金融、地产及消费等权重板块轮番发力，带动指数稳步回升。李大霄强调，当前市场已从前期的极度悲观情绪中逐步修复，投资者信心有所恢复，但结构性分化依然明显。他提醒投资者应保持理性，避免追高，重点关注具有基本面支撑和估值合理的优质资产。此外，他还对下周走势持谨慎乐观态度，认为若量能持续放大、政策利好进一步兑现，A股有望延续反弹趋势。总体而言，李大霄认为当前处于‘地量见地价’后的修复阶段，长期投资者可逢低布局，但需警惕短期波动风险。
This week, the A-share market exhibited an overall pattern of volatile but upward movement. In his weekly review, Li Daxiao noted a clear improvement in market sentiment, primarily driven by consistently positive signals from policy authorities. He specifically highlighted recent supportive measures such as the central bank’s reserve requirement ratio (RRR) cut, growing expectations of fiscal stimulus, and the gradual implementation of pro-growth policies, all of which have provided strong underpinnings for the market. Sector-wise, heavyweight industries—including financials, real estate, and consumer goods—took turns leading the rally, helping major indices climb steadily. Li emphasized that the market is gradually recovering from its previous state of extreme pessimism, with investor confidence showing signs of restoration, although structural divergence remains evident. He cautioned investors to stay rational, avoid chasing high prices, and instead focus on high-quality assets with solid fundamentals and reasonable valuations. Looking ahead, Li expressed cautious optimism about next week’s outlook, suggesting that if trading volume continues to expand and policy support materializes further, the A-share market could sustain its rebound. Overall, he views the current phase as a recovery following a ‘bottoming-out’ period and recommends long-term investors consider strategic accumulation at lower levels while remaining mindful of short-term volatility risks.
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