Group 1 - The A-share market shows a slight increase in margin trading balance, while overall trading activity has decreased [4][17][21] - The stock-bond yield spread has decreased, indicating a relatively high investment cost-effectiveness in the A-share market, with the CSI 300 dividend yield at 2.95% and the 10-year government bond yield at 2.09% [4][14][17] - The trading volume of the CSI 500 has seen the largest decline, with a decrease of 33.92% compared to the previous week [21][22] Group 2 - The PE valuation percentiles for major indices have generally declined, with the Wind ChiNext leading the drop by 6.6 percentage points [6][25][31] - The growth style has experienced the largest decline in PE valuation percentiles, down by 5.2 percentage points, while the financial sector has seen a mixed performance [31][32][41] - The banking sector's PE valuation percentile has increased by 2.8 percentage points, contrasting with the significant decline in the home appliance sector, which dropped by 6.3 percentage points [7][41]
情绪与估值11月第3期：市场活跃度回落，高股息板块估值分位上涨
Yong Xing Zheng Quan·2024-11-25 01:03