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2024-12-13 04:57:33

On December 10 th, the news that the bull market that investors were looking forward to didn't wait. On the contrary, A shares went out of the "hair set" market, which made people feel surprised.Zheshang Securities said in the research report that the policy signal released by this meeting is extraordinary, or it has already indicated that the east wind has blown, and there is a logic of further strengthening in both the equity market and the bond market, and it continues to be optimistic about the interpretation of the stock market and the bond market.Soochow securities said that "moderate easing" may mean that the interest rate cut is more than expected, and the liquidity is relaxed. Soochow securities believes that under the current loose monetary policy, next year will usher in the stage of "two bulls with stocks and debts", and it is expected that the yield of 10-year treasury bonds will drop to 1.5%.


On December 10 th, the news that the bull market that investors were looking forward to didn't wait. On the contrary, A shares went out of the "hair set" market, which made people feel surprised.Just last Friday, a lot of funds have entered the market, and the three major stock indexes of A shares rose more than 1% that day. Previously, the market essays have flowed out of the time of two major conferences, and the market traded the expectation of "two key conferences are good" many times in November. Previously, CITIC Securities had expressed its outlook for December in the research report, and it is expected that the policy of the Central Economic Work Conference will remain positive, reversing the expectation that institutional funds were too conservative; At the same time, it is expected that the economic data will rise steadily, and the partial improvement of the price signal in the real estate sector will also boost investor confidence; In the end, institutional funds, active funds and retail funds will gradually form a resonance to promote the market's new year's market.As for why A-shares go high and low, it may be related to the positive cashing of some hidden funds of A-shares and the seesaw effect of stock bonds.


While some funds flow into the bond market, some funds choose to take profits.Zheshang Securities said in the research report that the policy signal released by this meeting is extraordinary, or it has already indicated that the east wind has blown, and there is a logic of further strengthening in both the equity market and the bond market, and it continues to be optimistic about the interpretation of the stock market and the bond market.As for why A-shares go high and low, it may be related to the positive cashing of some hidden funds of A-shares and the seesaw effect of stock bonds.

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