Group 1 - The A-share market shows a high investment cost-performance ratio, with the stock-bond yield at -0.96%, which is lower than the average since 2012 [5][15][18] - The margin trading balance increased slightly to approximately 1.85 trillion yuan, up by 0.82% from the previous week, with the financing purchase ratio rising to 10.08% of total A-share trading volume [5][18][23] - The trading activity in the market has generally increased, with the ChiNext index seeing the largest increase in trading volume at 12.11% [6][23][24] Group 2 - The PE valuation percentiles for major indices generally increased, with the Shanghai Composite Index and the SSE 50 leading with an increase of 3.3 percentage points [6][27][33] - The stable style sector saw the largest increase in PE valuation percentiles, rising by 3.9 percentage points, while the financial sector also increased by 3.8 percentage points [7][34][40] - The oil and petrochemical industry led the increase in PE valuation percentiles among sectors, rising by 8.1 percentage points, while the media sector experienced a decline [7][43][44]
情绪与估值12月第1期：市场成交额回升，周期、金融估值升至历史中位数以上
Yong Xing Zheng Quan·2024-12-09 05:44