Core Viewpoint - The current bull market is described as a rare "confidence bull" driven by unexpectedly strong policies, significantly shifting confidence in Chinese assets and economic prospects, rewarding bullish views on China and punishing bearish ones [1] Group 1: Market Dynamics - The bull market is characterized by three main drivers, three missions, and two major prospects [1] - The stock market tends to rise amidst despair, increase during controversy, and collapse during euphoria [1] Group 2: Bond Market Insights - The report highlights the performance of various bond ETFs, with Ping An's corporate bond ETF (511030) showing the least discount in recent trading and maintaining a relatively stable net value [1] - The data table includes various bond ETFs, their scale in billions, recent performance metrics, and other relevant statistics, indicating the overall market adjustments since August 8, 2025 [1]
任泽平认为本轮牛市十年一遇，平安公司债ETF可做股市资金避风港和蓄水池
Sou Hu Cai Jing·2025-08-27 04:29