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陈果：现在处于熊牛转换时，顺周期行业有机会

China Stock Market Outlook for Year 2024

Published Dec 05 '23. Last edited Dec 08 '23

Prediction

12月5日，在2024年度中信建投资本市场峰会中，中信建投证券首席分析师陈果作出上述分析和判断。陈果表示，A股现在位置符合熊牛转换时，先涨估值，然后才涨盈利。当前A股面临估值压力和美元指数、美债利率的盈利压力，但明年可能会改善。全球资产价格上涨，包括道琼斯、印度股市、黄金和比特币等对A股来说未必是坏事，因为处于比价效应。预计明年中美将共同降息，提振资产价格估值。

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