Group 1 - The potential scale of resident deposits entering the market is estimated to be around 5 to 7 trillion yuan, driven by the current market activity and sustained profit effects [1] - The growth rate of non-bank deposits still has room for upward movement compared to historical peaks, indicating a continuation of the trend of residents moving their deposits [1] - The actual market entry situation will depend on various factors including macroeconomic conditions, policy expectations, and external environments [1] Group 2 - A rapid increase in short-term trading volume may lead to heightened short-term volatility, but it generally does not affect the medium-term trend [1] - Historically, sectors that have performed relatively well during deposit migration phases include those with high prosperity and verified performance, such as AI/computing power and innovative pharmaceuticals [1]
中金公司:居民存款潜在入市资金规模达5-7万亿元