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citic construction investment: this round is a "revaluation of china's asset confidence". it is too early to judge how high it will be;

everbright securities: policies are blowing frequently, and the stock market is expected to last longer and rebound at a higher level than at the beginning of the year;

great wall securities: the stock market’s phased valuation recovery is still expected to continue;

hang seng qianhai fund: the long-term appeal of high-quality dividend stocks may continue.

citic construction investment

this round is a "revaluation of china's asset confidence" market. it is too early to judge how high it will be.

chen guo, chief strategy officer of citic construction investment, pointed out in the latest conference call that whenpreviously, there was a revaluation of china's asset confidence. after the bear market for three or four years, the market confirmed that the policy focus was on revitalizing the economy.this market will not develop until it develops. once it develops, it will have a certain level. it is too early to judge how many points to watch, how many weeks to watch, and how many months to watch.secondly, the current structural market situation will not be limited to a single industry. non-banking, financial technology, core assets, ning portfolio, mao index, procyclical white horse leaders, etc. will not be absent, and cyclical stocks such as non-ferrous metals will also perform. for the subsequent interpretation of the market, we should look at funds in the short term and fundamentals in the medium term. in the short term, foreign and domestic absolute return institutions are still replenishing funds; in the medium term, it will take time to verify the fundamentals. to be confident in the short term, first get out of the bear market mentality; to be patient in the mid-term, verification of fundamentals requires a certain process.

everbright securities

policy warm winds are blowing frequently, and the duration and rebound level of the stock market are expected to exceed those at the beginning of the year

gao ruidong, chief economist of everbright securities, commented that this break from convention, convening a meeting of the political bureau of the central committee on september 26 to discuss issues related to the economy and capital markets, shows that the policy attitude is very positive, and it also means greater macro-control policies. the rollout was just a matter of time. "the policy winds are blowing frequently and have become the main pricing force in the capital market." gao ruidong said that the stock market is certain to benefit from the increase in risk appetite, and the expected duration and level of rebound are beyond those at the beginning of the year. in addition to the strength of foreign exchange settlement, the strong performance of the capital market is conducive to further promoting the appreciation of the rmb.

great wall securities

the stock market’s phased valuation recovery is still expected to continue

great wall securities research report pointed out,the marginal improvement in liquidity has led to an overall rebound in a-share trading volume, and the periodic valuation restoration of the stock market is still expected to continue.hong kong stocks may gain more flexibility in the global interest rate cut cycle. with the net inflow of southbound funds this year hitting a new high in the past three years, hong kong stocks may rebound even more strongly. from the perspective of the stock-bond performance-price ratio of a-shares, the stock-bond performance-price ratio of important indexes has hit a new high in recent years before the introduction of a package of policies. looking forward, the federal reserve has begun its interest rate cut cycle, china's monetary and fiscal space has opened up, real estate policy expectations have increased, and the micro-liquidity of the stock market is expected to further improve, all of which will help the current market rebound continue.

hang seng qianhai fund

the long-term appeal of high-quality dividend stocks may persist

hang seng qianhai fund believes that the recent introduction of a number of support policies has enabled the market to see support for capital market liquidity and clarified incremental funding guarantees. in addition, the policies have become more active in setting the tone for the economy, which will help boost market confidence and the denominator side of valuations such as investor sentiment has more direct support. the hong kong stock market is more sensitive to growth restoration and policy signals, and is expected to be more resilient.in the direction of a-share allocation, the long-term appeal of high-quality dividend stocks may continue to exist. in the direction of growth, it is recommended to pay close attention to the improvement of the bottom consumer sector and the rise of a new round of industrial cycles, mainly technology, medicine, and large manufacturing sectors.