news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

[institutional sources interviewed by the first financial reporter said that global liquidity easing will help provide incremental funds for the chinese stock market. cheaper funds are expected to increase the market's risk appetite for technology companies. for example, the valuations of innovative drugs and semiconductor sectors are at their lowest levels in history. the medium- and long-term trend of a-shares mainly depends on economic fundamentals.]

on the 18th local time, the federal reserve announced a 50 basis point rate cut, lowering the federal funds rate to 4.75%~5.00%, the first rate cut in four years. after the fed's rate cut cycle, a new round of monetary easing has begun. where global major asset classes are going and how to invest in the a-share market are the focus of investors.

from the perspective of the impact on the domestic market, many institutions have pointed out that from the external environment, the interest rate cut has opened up room for china's monetary easing. as the interest rate gap between china and the united states gradually narrows, the external pressure of domestic reserve requirement ratio cuts and interest rate cuts has eased. in terms of industries, the interest rate cut is good for a-share financial, food and beverage and other consumer industries in the short term. in the medium term, technology may gradually dominate, and the winning rate of growth style is worth paying attention to. in addition, the price trend of non-ferrous metals such as gold, silver, copper and aluminum is the highlight of each round of interest rate cuts. analysis shows that the price increase of non-ferrous metals is expected to receive further support.

on the first trading day after the rate cut, hong kong stocks rose across the board, outperforming a-shares. the a-share market has been adjusting for several consecutive months since may, and its current valuation is at a relatively low level in history. institutional sources interviewed by the first financial reporter said that global liquidity easing will help provide incremental funds for the chinese stock market, and cheaper funds are expected to increase the market's risk appetite for technology companies. for example, the valuations of innovative drugs and semiconductor sectors are at their lowest level in history. the medium- and long-term trend of a-shares mainly depends on economic fundamentals.