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中信建投陈果:反攻!又到战略乐观时

CITIC Construction Investment Chen Guo: Counterattack! It's time to be strategically optimistic again

Breakings ·  Jun 12, 2023 07:13
Chen Guo of CITIC Construction Investment released a research report saying that the equity market has attractive allocations and will build a compound bottom. Recently, with positive signals such as improved policy expectations, inventory cycle consolidation expectations, stabilization of commodity prices, stabilization of the RMB exchange rate, and recovery in the global market, the A-share market, including the Hong Kong stock market, already has conditions for a strategic counterattack. Corporate profits are expected to usher in a long upward cycle in the coming year. Combined with domestic interest rate cuts, which can be expected, overseas interest rates are declining. Under a double blow, the market is expected to challenge new highs since 2022, which is worth strategic optimism.

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