Lates News

Wu Xinkun, chief analyst of Guosen Securities Strategy, released the latest research report, stating that from the perspective of market sentiment, as of July 17th, the PE ratio of all A-shares was 21.8 times, with a risk premium rate of 2.85%, indicating that there is still a certain gap compared to historical market highs. From the perspective of the technology market, the trend of the AI industry is far from over. Recently, META announced that it will double its AI computing power to 14GW next year, demonstrating that its AI capital expenditure plan is still expanding; major memory giants like Micron and Samsung continue to have strong profit guidance. The impact of overseas market fluctuations on A-shares is short-term and localized, with overseas disturbances expected to gradually subside. From a fund perspective, last week's net purchase of broad-based index ETFs exceeded 200 billion yuan as of July 17th, indicating that the fund situation in A-shares is still abundant, and the enthusiasm of residents' funds entering the market is still high. With the continued repair of fundamentals under the drive of loose policies, the adjustment period may be a period of layout, and the current stage of buying opportunities may have appeared (Securities Times).