Everbright Securities: Pasar saham akan mendapat manfaat dari efek "klik ganda" dari peluang rendah dan rebound dalam selera risiko pada saat yang bersamaan

Data Golden September 24th, Guanghai Securities believes that since August, the market’s expectation for more proactive macro policies has continued to rise, and this policy has landed in the form of a ‘combination punch’ with sincerity. The stock market will benefit from the ‘double hit’ effect of low odds and the rebound of risk preference, pump certainty is relatively high. The short side of the bond market is more than the long side, the ‘short side’ is because the previous rate cut Informasi menguntungkan has been fully priced in, and institutions are approaching take profit in the fourth quarter; the ‘long side’ is due to the overall downward shift in interest rates, and it is expected that the bond price pullback will be limited. The recent appreciation of the RMB has reflected economic expectations, but it has also been promoted by the force of exchange payments. Whether the exchange rate of the US dollar to the RMB will break 7 depends on whether the US dollar index will fall below 100 or whether A shares will remain strong and bring incremental funds.