A week with a strategic outlook: boot boots to prepare for the rebound market? _China Gold Online Finance



This week, analysts' opinions seem to fluctuate again with the market: they believe A-shares will stabilize after the current round of 200 billion fare boots, and the post-stable rebound height is related to internal factors, includingfrom

Stabilize finances, reduce taxes and reduce costs, and reform and open.from

GF Daikang is of the opinion that the market is more pessimistic about sino-US trade frictions, debt reduction and some long-term problems. thereforefrom

Institutional dividends, expansion of domestic demand policies and even signs of a marginal improvement in trade relations between the US and China are likely to increase market risk appetite and lead to "counterattacks" in related industries.

Guotai Junan Li Shaojun is very optimistic, shoutingfrom

The timing of the increase in positions: the three main risk rules are in a state of easing, which is conducive to the promotion of the risk preference and the interim rebound.

Haitong Yuyugen assessed the opportunities in the market and other domestic reforms to further promote the signal and temporarily trade trade between China and the US: the refining pattern in the medium term remains unchanged, the rating has already appeared and the correct turning point and other two signals are clear: First, how big is the decline in profits? Secondly, the inflection point of de-leverage brings a turning point in funds.

Guangfa Daikang is of the opinion that the market expectation of Chinese trade restrictions, deleveraging and some long-term problems is also reflected in the relatively low trade volume.from

Institutional dividends, expansion of domestic demand policies and even signs of a marginal improvement in trade relations between the US and China are likely to increase market risk appetite and lead to "counterattacks" in related industries.

Huatai Zengyan believes that the current round of tariff boots will stabilize the market: the Chinese economy is at the end of profitability and the pessimistic expectations are fully reflected.Although the current round of trade disputes the & # 39; startup phase & # 39; concerns, the level of disruption of the lower market will be weaker than the first round, in addition to the issuance of the local issuance of local government bonds accelerated, the liquidity improvement is expected to increase, the short-term market is not suppressed by trade disputesfrom

As soon as the new batch rates are put on the market, it is expected that they will stabilizefrom

.

Anxin Chen Guo also ruled that the market will rebound after the tax-increasing boots have landed: waiting for this round of Sino-US trade-related friction problems to land, the market will rebound,from

The degree of recovery will be related to the stability of finances, tax relief and tariff reduction, the intensity and expectations of reforms and opening up, and the rebound will offer a holistic recovery.from

.

CITIC Jiantou analyzedfrom

The possible impact of the American trade war against Chinafrom

: There is pressure on the renminbi due to the decline in total demand, output levels are falling, domestic interest rates are subject to interest rate rises, domestic prices are under downward pressure. For A shares, the market will experience a certain amount of pressure.from

If it can be short, the best strategy for investors is to shorten the local currency, shorten the bond market, shorten the shares and cut the export-related commodities market. If you can not go short, you must bypass the above assets.

A week with a strategic outlook: starting boots, preparing for a recovery?

Source: Wall Street



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