Jinshi Data News on December 10th. Zhejiang Merchants Securities research report pointed out that the current inflation level is in the early stage of bottoming out, and there is a large space for the elastic recovery of effective demand. It is expected that para politikası still has a total quantity easing space such as reserve requirement ratio reduction and interest rate reduction. In terms of major asset classes, A shares may benefit from the increase in risk appetite, and the style is more biased towards small-cap growth. The elasticity of technology stocks' valuation improvement may be relatively large. It is recommended to follow high-elasticity regions such as the ChiNext board, the Sci-Tech Innovation 50, and the North Securities 50. In the field of fixed income, the current risk-free interest rate has gradually approached the new equilibrium level. It is expected that the overall 10-year treasury bond yield will show a fluctuating trend in the future. The long-term interest rate is difficult to have upward risks, and the credit spread is expected to narrow. Short-to-medium-term sinking qualification regional urban investment bonds may be the main configuration direction.
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Zheshang Securities: A-hisseleri risk iştahındaki artıştan faydalanabilir ve tarz daha çok küçük sermayeli büyümeye meyillidir
Jinshi Data News on December 10th. Zhejiang Merchants Securities research report pointed out that the current inflation level is in the early stage of bottoming out, and there is a large space for the elastic recovery of effective demand. It is expected that para politikası still has a total quantity easing space such as reserve requirement ratio reduction and interest rate reduction. In terms of major asset classes, A shares may benefit from the increase in risk appetite, and the style is more biased towards small-cap growth. The elasticity of technology stocks' valuation improvement may be relatively large. It is recommended to follow high-elasticity regions such as the ChiNext board, the Sci-Tech Innovation 50, and the North Securities 50. In the field of fixed income, the current risk-free interest rate has gradually approached the new equilibrium level. It is expected that the overall 10-year treasury bond yield will show a fluctuating trend in the future. The long-term interest rate is difficult to have upward risks, and the credit spread is expected to narrow. Short-to-medium-term sinking qualification regional urban investment bonds may be the main configuration direction.