The list of "golden stocks" from brokerages for December has been released, optimistic about the market's upward breakthrough

The monthly investment portfolios of brokerages for the last month of 2025 have recently been released. According to Wind data, as of December 1st when the reporter filed the report, brokerages have recommended over 160 monthly "golden stocks," with Zhongji Innolight, Midea Group, Giant Network, and Hengli Hydraulic among the most frequently recommended. In November, the A-shares experienced fluctuations and adjustments, with less than one-third of the brokerages' November "golden stocks" achieving positive returns for the month. The Guolian Minsheng Golden Stock Index and the Huatai Securities Golden Stock Index ranked high in returns. On December 1st, the three major A-share indices collectively rose, welcoming a "good start" for December. Looking ahead, industry institutions believe that the market is likely to break upward and initiate a year-end rally, with Hong Kong stocks also expected to show a fluctuating upward trend influenced by signals released by the Federal Reserve. In terms of allocation, themes such as "anti-involution," going overseas, technological innovation, domestic demand recovery, and dividends are worth paying attention to. (China Securities Journal)