TREE NEWS reports: Chinese brokerage strategy reports say the A-share rebound window is likely to continue after the U.S. Federal Reserve’s 25-basis-point rate hike last week triggered a ‘bad news exhausted’ rally across major global markets, led by technology shares. With major overseas central banks’ rate decisions now settled, markets are shrugging off macro noise and industry fundamentals are expected to regain pricing power, with earnings-backed tech heavyweights seen catching up. The reports flag third-quarter earnings disclosure as the next key catalyst for a larger-scale rally.
Brokerages See A-share Rebound Continuing, Q3 Earnings as Next Catalyst
AI take
The brokers' call leans on a macro vacuum rather than improving fundamentals: with overseas rate decisions out of the way, the argument is that earnings, not policy noise, will set prices again. That shifts the burden onto Q3 disclosures, particularly for the tech heavyweights the reports expect to catch up to the broader rebound. The open question is whether earnings actually validate the rotation or merely extend a rally built on relief that the macro calendar has emptied out.
Generated by AI for reference only.
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