2020-07-07

Can the”bull market thinking” continue? Structurally, the signs that the mid-to-short-term market style has switched to low-valued pro-cyclical products with stagflation in the previous period have been very obvious, and it is expected that the period will remain sustainable. In the second half of the year, we recommend that investors continue to maintain their bull market thinking, which is still mainly bullish, but they should also be alert to the possible impact of repeated overseas epidemics and escalations in major countries’ games. In the short term, can the market volume continue

By yqqlm yqqlm

Can “Bullish Thinking” continue?

Structurally, the signs that the mid-to-short-term market style has switched to low-valued pro-cyclical products with stagflation in the previous period have been very obvious, and it is expected that the period will remain sustainable. In the second half of the year, we recommend that investors continue to maintain their bull market thinking, which is still mainly bullish, but they should also be alert to the possible impact of repeated overseas epidemics and escalations in major countries’ games.

In the short term, whether the market’s trading volume can continue to increase or continue to maintain a high level is an aspect that investors need to focus on. At the same time, the market is already a little over-excited, and whether it will cool down properly at the later stage of the regulatory level also needs some attention.

The continuous deepening of financial supply-side reforms, and the gradual switch from indirect financing to direct financing, is undoubtedly a major policy direction that is still clear and becoming popular. However, in this process, it is appropriate to suppress excessive irrational investment behavior, avoid the 2014-2016 abnormal stock market volatility and subsequent major sequelae from recurring, and ensure that the correct direction is not subject to major disturbances. It should also be a conceivable focus. .

In the medium and long term, we firmly believe that incremental capital will continue to flow into the domestic stock and bond market, and the capital market that is constantly being opened and market-oriented is ushering in major development opportunities. The epidemic situation does not change the long-term investment value of the A-share market, and the important investment logic of A-shares throughout the year-currency easing, asset shortage, stock market policy support, housing market to stock market switch, China’s asset appeal, etc., did not happen. Sexual changes. After the epidemic, the attractiveness of Chinese assets is expected to rise further rapidly, and the process of overseas capital entering the A-share market is far from over.

getInterUrl?uicrIvZQ=6e41979e45f2402f43c3fd5b3dddb8f4 - Can the"bull market thinking" continue?

Structurally, the signs that the mid-to-short-term market style has switched to low-valued pro-cyclical products with stagflation in the previous period have been very obvious, and it is expected that the period will remain sustainable. In the second half of the year, we recommend that investors continue to maintain their bull market thinking, which is still mainly bullish, but they should also be alert to the possible impact of repeated overseas epidemics and escalations in major countries' games.


In the short term, can the market volume continue