Soochow securities said that "moderate easing" may mean that the interest rate cut is more than expected, and the liquidity is relaxed. Soochow securities believes that under the current loose monetary policy, next year will usher in the stage of "two bulls with stocks and debts", and it is expected that the yield of 10-year treasury bonds will drop to 1.5%.Some latent funds are cashing in well.
While some funds flow into the bond market, some funds choose to take profits.Just last Friday, a lot of funds have entered the market, and the three major stock indexes of A shares rose more than 1% that day. Previously, the market essays have flowed out of the time of two major conferences, and the market traded the expectation of "two key conferences are good" many times in November. Previously, CITIC Securities had expressed its outlook for December in the research report, and it is expected that the policy of the Central Economic Work Conference will remain positive, reversing the expectation that institutional funds were too conservative; At the same time, it is expected that the economic data will rise steadily, and the partial improvement of the price signal in the real estate sector will also boost investor confidence; In the end, institutional funds, active funds and retail funds will gradually form a resonance to promote the market's new year's market.On December 10 th, the news that the bull market that investors were looking forward to didn't wait. On the contrary, A shares went out of the "hair set" market, which made people feel surprised.
After the A-share market opened higher and the bond bull market continued today, what will happen to the stock market and bond market in the future? At present, brokers are generally optimistic about both stocks and debts.While some funds flow into the bond market, some funds choose to take profits.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13