[Xingzheng Strategy: Continued Optimism for Post-Holiday A-Share Rally – Two Main Themes for Capitalizing on the "Red Envelope" Market] Xingzheng Strategy released a report stating that during the Spring Festival holiday, major assets rose due to the combined effects of global liquidity expectation adjustments, geopolitical tensions, and tariff disputes. For A-shares, the pre-holiday adjustment following overseas assets has already released some risk. Post-holiday, A-shares are about to enter a high-probability window. Coupled with the unconstitutionality of US tariffs and the confirmed schedule for Trump's visit to China supporting risk appetite, and intensive catalysts at the domestic macro and industry levels providing structural guidance, Xingzheng remains optimistic about a new round of upward movement in A-shares after the holiday.
