The data on July 28th, Jinshi pointed out that looking forward to the future, we believe that although the recent market has undergone certain adjustments due to internal fundamentals and external events, the asset prices in the background of concentrated exposure to short-term risk factors may have reflected expectations that are too pessimistic. The completion of the annual target in the second half of the year may still require further macro policy efforts. The monetary and fiscal policy approaches have both begun to show positive adjustments this week, and future stability measures are expected to be further strengthened. In addition, the direction of medium and long-term reform has been clarified at the previous Third Plenary Session, and the orderly implementation of capital market reforms is expected to gradually help restore investor confidence. From a valuation perspective, this week, the 10-year national bond interest rate fell below the 2.2% mark, and the dividend yield of the Shanghai and Shenzhen 300 Index further increased to 3.15%. Compared with the 10-year national bond yield, it has exceeded 0.95 percentage points, reflecting that A-share valuation has become more attractive, and the overall opportunities are greater than the risks in the medium term.
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The data on July 28th, Jinshi pointed out that looking forward to the future, we believe that although the recent market has undergone certain adjustments due to internal fundamentals and external events, the asset prices in the background of concentrated exposure to short-term risk factors may have reflected expectations that are too pessimistic. The completion of the annual target in the second half of the year may still require further macro policy efforts. The monetary and fiscal policy approaches have both begun to show positive adjustments this week, and future stability measures are expected to be further strengthened. In addition, the direction of medium and long-term reform has been clarified at the previous Third Plenary Session, and the orderly implementation of capital market reforms is expected to gradually help restore investor confidence. From a valuation perspective, this week, the 10-year national bond interest rate fell below the 2.2% mark, and the dividend yield of the Shanghai and Shenzhen 300 Index further increased to 3.15%. Compared with the 10-year national bond yield, it has exceeded 0.95 percentage points, reflecting that A-share valuation has become more attractive, and the overall opportunities are greater than the risks in the medium term.