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Bosera Macro View: Stable rise policy adds more than expected, quickly boosting market risk appetite
On October 8th, Jinshi Data reported that Boshi Macro pointed out that in the A-share market, after the stable rise policy was more aggressive than expected, market risk appetite was quickly boosted. In terms of structure, the direction of the previous oversold rebound stage is dominant, including food and beverage, beauty and personal care, and innovative drugs. In the medium term, there is still uncertainty about the pace and intensity of current fiscal stimulus, and assets with relatively stable fundamentals still have high allocation value.