Group 1 - The core viewpoint is that the A-share market is still in a bull market despite perceptions to the contrary, as indicated by the current credit cycle phase [2][3][5] - The current phase is identified as "tight monetary + loose credit," which has been ongoing for three years, leading to a bull market in bonds and a potential for stock market growth [5][6] - Evidence of a shift towards a loose credit cycle includes government policies aimed at increasing liquidity in the economy, such as lowering consumer loan rates and facilitating low-interest loans for technology companies [6][7] Group 2 - The bull market does not imply that all stocks will rise uniformly; historical examples show that even in bullish conditions, a significant percentage of stocks can decline [9] - Institutions have better access to information and resources compared to retail investors, making their stock selections more reliable [9][11] - Monitoring institutional trading behavior is crucial for identifying potential investment opportunities, as active institutional inventory data correlates with stock price performance [11]
央妈这一动作暗示，A股牛市根基依然牢固！
Sou Hu Cai Jing·2025-05-02 06:46