What do you think of the current market? Liao Bo, chief macro analyst at Northeast Securities, said in an interview with a Chinese reporter from the brokerage firm that recent market fluctuations are mainly reflected in liquidity rebalancing. From a comparative perspective of old and new momentum, liquidity may become the main line of asset pricing. Industrial trends and macroeconomic fundamentals have yet to show significant changes. It is expected that stock market performance is expected to converge in connotative value, the Science and Technology Innovation Board and GEM with more adjustments in the early stages are expected to achieve valuation repair, and market risk appetite is also expected to be boosted to a certain extent after the US midterm election boots land, especially in hard technology fields such as computers, electronics, communications, and machinery. What is quite clear is that there has been no significant change in the long-term positive development trend of the industrial dimension.

Zhitongcaijing · 2d ago
What do you think of the current market? Liao Bo, chief macro analyst at Northeast Securities, said in an interview with a Chinese reporter from the brokerage firm that recent market fluctuations are mainly reflected in liquidity rebalancing. From a comparative perspective of old and new momentum, liquidity may become the main line of asset pricing. Industrial trends and macroeconomic fundamentals have yet to show significant changes. It is expected that stock market performance is expected to converge in connotative value, the Science and Technology Innovation Board and GEM with more adjustments in the early stages are expected to achieve valuation repair, and market risk appetite is also expected to be boosted to a certain extent after the US midterm election boots land, especially in hard technology fields such as computers, electronics, communications, and machinery. What is quite clear is that there has been no significant change in the long-term positive development trend of the industrial dimension.