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中信建投陈果:当前是中国资产信心重估行情 不开展则已、一展开就是相当级别

China Securities Co.,Ltd.'s Chen Guo: Currently, it is a situation where the confidence in Chinese assets is being re-evaluated. Not starting is already a certain level, once started, it will be quite significant.

Breakings ·  Sep 27 15:20

China Securities Co.,Ltd.'s chief strategist Chen Guo pointed out in the latest conference call that the current situation is a reassessment of confidence in Chinese assets, and it is also a market focus on reviving the economy to the fullest after three to four years of bear market. This situation, if not initiated, is already at a certain level. Once initiated, it will be of a significant level. It is too early to determine how many points, how many weeks, how many months. In addition, the current structural market is not limited to a single industry; non-banking, fintech, core assets, Ning Combination, Ma index, and leading companies in the cyclical market will all be present. Cyclical stocks such as metals will also show performance. Regarding the subsequent market development, short-term focus on funds, medium-term focus on fundamentals. In the short term, foreign and domestic absolute return institutions are still adjusting their positions; in the medium term, fundamental validation still requires time. In the short term, have confidence to think beyond the bear market mindset first; in the medium term, have patience as fundamental validation requires a certain process.

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