"with pity for high -dividend assets to allocate traditional core assets such as finance and real estate."
Deputy Dean Zhang Yidong 's recent judgment has once caused heated market debate.
unexpectedly, the secondary market was really sympathetic, and this week's non -silver and real estate sectors performed continuously.
HTML On July 2nd, the above two sectors once again became the leading variety of Shanghai and Shenzhen cities. By the afternoon release of the day of the day, Shenwan non -silver and real estate sectors rose 4.27%and 3.14%, respectively. The
was the day before, the Shenli real estate index has risen by 5.09%. The cumulative increase in the sector has exceeded 8%in two days. In the trend of
stocks, it is not behind the liquor stocks that are rising.
Gree Real Estate two consecutive boards, Goldenke two consecutive boards, Greenland Holdings Sanlian Board, the market value goes straight to 100 billion yuan ...
needs to point The news is driven, but for the weighing stocks with a market value of tens of billions of dollars, the continuous daily limit is still lacking in the heavy news that matches it.
plus a non -silver plate that has risen together, such as the two -round Zhejiang Shang Securities . Recently, the joint startup of financial and real estate stocks is more affected by the secondary market level.
In the above -mentioned Zhang Yidong's strategy report, he pointed out that there is currently there is a certain value -based core asset allocation opportunity.
First, such assets are high in security. Long -term institutions can allocate traditional core assets such as finance and real estate with compassion as high dividend assets. The value -based core asset ROE is at a high level of history, and PB is at a historical low level.
"Everyone is expected to be more bad now, but in fact China's economy is more tough than other overseas economies, so there are expected differences in this. Configure it as a bond in an interest rate environment. "Zhang Yidong pointed out.
is second. The driving force for the upward valuation of value stocks can be waited -insurance capital can be licensed, or the privatization of major shareholders. The low interest rate environment has increased the pressure on the investment end of the insurance company, and the IFRS9 that will be implemented in 2022 will also increase the volatility of investment yields. In the context of
, insurance companies have gradually increased long -term equity investment. Several targets given by Zhang Yidong, high capital utilization efficiency, high -dividend bank stocks, real estate stocks, consumer building materials stocks and other "debt -type" stocks, as well as high -growth high -tech companies and asset management or securities firms or securities firms The leader of the industry.
facts prove that the A -share affairs are indeed running in this direction this week.
HTML On July 2nd, in addition to the eye -catching performance of non -silver and real estate sectors, the digging and building materials sector also increased the top ...more content, please download 21 Financial APP
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