国信证券王开：供需再平衡是2025年A股大势和行业配置的主线

腾讯自选股12-20 12:11

　　炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！

对于明年的市场展望，国信证券策略首席分析师王开表示，供需再平衡是2025年A股大势和行业配置的主线。海外不确定性落地之后，美债利率高企，叠加国内财政政策的蓄力待发，盈利改善前景较为明朗，继续看好A股市场。

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