xinyuan fund: after the buying enthusiasm is vented, the market will enter a buffer period where policies are gradually introduced.
2024-10-01
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on september 30, xinyuan fund stated that due to changes in policy attitudes, monetary policy has been implemented, fiscal policy expectations are strong, and the market trend has reversed. "after the release of the draft of the politburo meeting, we believe that the change in policy attitude will greatly enhance market risk appetite, greatly stimulate market confidence, and greatly alleviate the market's pessimism. the market has already launched a large-scale upward trend. "
looking forward to the market outlook, xinyuan fund believes that this round of rise will be roughly divided into three stages: rapid rise period, buffer period, and verification period. in the early stage of the rise, with oversold rebound and expected benefits as the main features, various industries generally rose in turn. this week's consumption, non-bank finance, real estate and other industries led the gains, while the traditional defensive utilities and petroleum and petrochemical industries lagged behind.
"after the buying enthusiasm is vented, the market will enter a buffer period where policies are introduced one after another. industry selection is an important source of income at this stage. finally, there is the verification period of the effect data target. if the data is verified by then, the economic target for next year will be superimposed given higher expectations, the market is expected to reverse," xinyuan fund said. (the paper reporter ding xinqing)
the paper financial news
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