CITIC Securities: The holding style of A-share investors may further balance, drifting towards value-oriented and pro-cyclical directions
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CITIC Securities' latest research report points out that geopolitical conflicts have shifted the market's core contradictions towards supply security and strategic resources, with the driving logic switching from risk aversion to concerns about re-inflation. The rise in oil prices has strengthened inflation expectations, suppressed the prospects for interest rate cuts, affected market risk appetite, and led to fluctuations in A-shares, with a clear differentiation in market structure, benefiting the resource sector. Investors' holding styles may drift towards value-oriented and inflationary pro-cyclical directions
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Source: 腾讯新闻 - 财经 The copyright of this article belongs to the original author/organization.
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