Group 1 - The domestic equity market continued to experience fluctuations, with the Wind All A index declining by 0.27% last week and the average daily trading volume remaining around 1.3 trillion yuan [1] - On June 13, Guangzhou released a draft plan to boost consumption, which includes the complete removal of purchase, sale, and price restrictions, making it the first tier city to fully relax these measures [1] - The State Council's executive meeting emphasized the need to promote the construction of "good houses" and optimize existing policies to stabilize expectations, activate demand, optimize supply, and mitigate risks in the real estate market [1] Group 2 - From June 9 to June 13, bond market yields slightly declined, with the ten-year government bond active coupon falling by 1.1 basis points amid weak foreign trade and financial data [2] - The bond market's reaction to the China-US trade negotiations was muted, with government and corporate bonds being the main support items in the social financing data [2] - The current monetary policy aims to maintain liquidity, resulting in a generally loose funding environment, although the previously flat yield curve limits the downward space for long-term bonds [2]
泓德基金:上周国内权益市场延续震荡行情,有色金属和石油石化表现较好
Xin Lang Ji Jin·2025-06-17 01:30