中银量化大类资产跟踪：有色与贵金属领涨权益与大宗商品市场

• The report tracks the performance of various stock market indices, including A-shares, Hong Kong stocks, and US stocks, highlighting their weekly, monthly, and year-to-date performance[1][16][17] - The report provides a detailed analysis of the performance of different stock market styles, such as growth vs. dividend, small-cap vs. large-cap, and micro-cap vs. CSI 800, including their relative crowding and excess net value[2][60][71] - The report includes a comprehensive analysis of the valuation and equity-bond cost-effectiveness of A-shares, with specific focus on PE_TTM and ERP metrics for various indices and sectors[3][41][49][51] - The report tracks the performance and crowding of different investment styles, such as momentum vs. reversal, and their relative excess returns[2][60][71] - The report provides insights into the impact of US bond yields on the performance of different stock market styles, such as large-cap vs. small-cap and growth vs. dividend[3][82][84] - The report includes a detailed analysis of the main fund indices, including their absolute and relative returns, and tracks the scale of public funds and their impact on the market[3][88][90][94] - The report provides a comprehensive overview of the commodity market, including the performance of various commodity indices in China and the US[3][123][125]