每經AI快訊，中(zhong)信(xin)建(jian)投(tou)(tou)(tou)陳果團隊發文(wen)稱，從一系列指標看，中(zhong)國(guo)已(yi)完成熊牛(niu)轉(zhuan)換(huan)，投(tou)(tou)(tou)資(zi)(zi)(zi)者目前(qian)最重(zhong)(zhong)(zhong)要(yao)(yao)的(de)是(shi)轉(zhuan)換(huan)思維(wei)，以牛(niu)市思維(wei)面對(dui)市場。當(dang)前(qian)的(de)A股(gu)正在(zai)迎來(lai)一輪(lun)“信(xin)心(xin)重(zhong)(zhong)(zhong)估牛(niu)”，這是(shi)在(zai)中(zhong)國(guo)資(zi)(zi)(zi)產(chan)被系統(tong)性低(di)估、居民部門積累大量(liang)超額儲蓄(xu)并面臨(lin)資(zi)(zi)(zi)產(chan)荒、強力振(zhen)興政策即將出臺(tai)、美聯儲降息周(zhou)期開啟，全(quan)球股(gu)市高位，外資(zi)(zi)(zi)追入(ru)中(zhong)國(guo)資(zi)(zi)(zi)產(chan)等多重(zhong)(zhong)(zhong)背景共振(zhen)下的(de)一場牛(niu)市。這輪(lun)牛(niu)市將反應(ying)全(quan)球資(zi)(zi)(zi)金對(dui)中(zhong)國(guo)經濟前(qian)景與中(zhong)國(guo)資(zi)(zi)(zi)產(chan)的(de)信(xin)心(xin)重(zhong)(zhong)(zhong)估。本輪(lun)牛(niu)市的(de)基本面驗證(zheng)需要(yao)(yao)時間，不會一步到位，投(tou)(tou)(tou)資(zi)(zi)(zi)者在(zai)初期對(dui)牛(niu)市要(yao)(yao)有(you)信(xin)心(xin)，在(zai)中(zhong)期也要(yao)(yao)有(you)耐心(xin)。“信(xin)心(xin)重(zhong)(zhong)(zhong)估牛(niu)”可關(guan)注的(de)投(tou)(tou)(tou)資(zi)(zi)(zi)機會包(bao)括：明顯(xian)低(di)估的(de)中(zhong)國(guo)資(zi)(zi)(zi)產(chan)、對(dui)通縮改善(shan)重(zhong)(zhong)(zhong)估、龍(long)頭企業價(jia)值(zhi)重(zhong)(zhong)(zhong)估和牛(niu)市中(zhong)的(de)彈(dan)性資(zi)(zi)(zi)產(chan)。可重(zhong)(zhong)(zhong)點關(guan)注行業：新能源汽(qi)車、電子(zi)、計(ji)算(suan)機、食品飲料、非銀、銀行、房(fang)地產(chan)、有(you)色金屬(shu)等。