Personal records are not used as investment advice, and should not be blindly followed. The ideas and logic are for reference only. At the same time, I don't set up a group and don't recommend stocks. I am also one of the thousands of people. The resumption is only to cultivate good habits.Personal re-offer is for reference only.ⅴ) Institutional viewpoint
..... 1) Be optimistic about the policy and market, and it is expected that there will be a phased "stock-debt double bull" at the end of the year and the beginning of the year...... 1) Be optimistic about the policy and market, and it is expected that there will be a phased "stock-debt double bull" at the end of the year and the beginning of the year.Personal records are not used as investment advice, and should not be blindly followed. The ideas and logic are for reference only. At the same time, I don't set up a group and don't recommend stocks. I am also one of the thousands of people. The resumption is only to cultivate good habits.
Personal records are not used as investment advice, and should not be blindly followed. The ideas and logic are for reference only. At the same time, I don't set up a group and don't recommend stocks. I am also one of the thousands of people. The resumption is only to cultivate good habits.Guotai Junan Securities Research Report said that looking forward to the market outlook: 1) The adjustment of Hong Kong stocks and A-shares in the early stage has been gradually included in the lack of policy space and the expected adverse impact of Trump tariffs. After the US dollar approaches the 107 mark, it will wait and see, and the short-term RMB may stabilize and rebound; 2) Important domestic conferences are just around the corner, and under the circumstances of sluggish domestic demand and rising external pressure, incremental policy space can be opened, including a potentially higher deficit ratio, more transfer payments to local governments to supplement financial resources, and more active measures to promote consumption; 3) In November, China's manufacturing PMI achieved "three consecutive rises", which is also conducive to the maintenance of risk preference and the continuation of long-term sentiment. We believe that the probability of short-term risk events is not high, and the liquidity of the domestic stock market is also supported. Considering the A500 position opening, the allocation of insurance and wealth management products and the year-end ranking of funds, we should actively prepare for the China stock market's cross-year rebound from December 2024 to January 2025. However, in the mid-line dimension, it is expected that the market will still be disturbed in the spring of 2025, and the mid-line will maintain the N-shaped trend judgment. The emergence of systematic stock market still needs to see further measures to expand credit.ⅴ) Institutional viewpoint
