The Stock Fund Took The Initiative To Add &Nbsp For 4 Consecutive Weeks, Accumulating More Than 2 Percentage Points.

Although last week's latest purchasing managers' index (PMI) was 50.4%, a new low since February 2009, the market performance is more optimistic, but still continues to rebound.

The stock fund took the initiative to increase its position by 0.46 percentage points last week, and actively increased its position by nearly 2 percentage points in 4 consecutive weeks.

The German Saint fund's November 3rd position calculation data showed that last week

A fund manager of a small fund company in Shenzhen said that it is now a good investment time. After the fund is established, it will adopt a faster strategy to build a warehouse, and is more optimistic about the agricultural sector.

From historical data, when the A share market is at the bottom of valuation, the market is most sensitive to policy rather than profit, and from the perspective of policy and liquidity, the impact on the market is relatively positive at present.

This year, the credit is about 7 trillion and 500 billion yuan. Next year it will be around 8 trillion and 700 billion yuan. In general, liquidity is relatively loose.

In terms of policy, inflation has already fallen into a downward path. There may be some tail up factors at the end of the year. In the first half of next year, it should be maintained at around 3.5% to 4%. Therefore, the focus of the government's work should be shifted to growth.

In fact, under the current market situation, fund managers who suffer from rankings are hard to sit on the mountain, even if they are not optimistic, especially when the fund managers who are ranked behind in the performance ranking can only fight for it.