Dialogue with Shenwan Hongyuan's Wang Sheng: "Flash Bull" Yuren still exists, no need to be pessimistic, the fourth quarter may sound the charge for "core assets"
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Wang Sheng stated that local government bonds may play a key role in fiscal work deployment in the future, focusing on the important investment theme formed after the localization of bonds; housing prices are a core variable in domestic asset allocation. If housing prices stop falling and stabilize, it can effectively support the rebound of risk appetite; in addition to gold, silver and crude oil also have a place in asset allocation
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