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.As for why A-shares go high and low, it may be related to the positive cashing of some hidden funds of A-shares and the seesaw effect of stock bonds.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%.
As for why A-shares go high and low, it may be related to the positive cashing of some hidden funds of A-shares and the seesaw effect of stock bonds.While some funds flow into the bond market, some funds choose to take profits.Zheshang Securities said in the research report that the policy signal released by this meeting is extraordinary, or it has already indicated that the east wind has blown, and there is a logic of further strengthening in both the equity market and the bond market, and it continues to be optimistic about the interpretation of the stock market and the bond market.
What will happen to the stock market and bond market in the future?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.At the same time that A-shares opened higher and went lower, today's bond market is like a rainbow, and the seesaw effect of stock market and bond market reappears. The intraday 30-year treasury bond futures main contract rose by 1.60%, the 10-year main contract rose by 0.73%, and the 5-year main contract rose by 0.44%, hitting a record high. At the same time, the yield of government bonds kept falling, and the yield of 10-year active bonds in China inter-bank bond market fell below 1.85%, continuing to set a new record low.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide