Group 1: Market Sentiment - The stock-bond yield spread has increased, indicating a higher investment value in the A-share market, with the current stock-bond yield at -0.75% as of November 6, 2024, which is 0.05 percentage points higher than the previous week [11][12][13] - The margin trading balance has increased to approximately 1.73 trillion yuan, a rise of 2.86% compared to the previous week, with the financing purchase ratio of total A-share trading volume increasing to 11.13%, up by 0.59 percentage points [13][14][15] Group 2: Valuation Trends - The PE valuation percentiles for major indices mostly increased, with the CSI 500 leading with an increase of 11.4 percentage points, while the SSE 50 decreased by 3.6 percentage points [19][20] - Growth style sectors saw a significant increase in PE valuation percentiles, rising by 12.9 percentage points, while the financial sector saw a decline of 0.1 percentage points [24][25] - The industry PE valuation percentiles showed more increases than decreases, with the power equipment and new energy sectors leading with a rise of 20.1 percentage points, while the non-bank financial sector experienced the largest decline of 26.6 percentage points [26][28]
情绪与估值11月第1期：市场活跃度上升，电新估值分位领涨
Yong Xing Zheng Quan·2024-11-12 03:21