More than 50 % of the bank asset management believes that the stock market will still rise in the next 3 months

Reporter Lu Dong

After the A -share market has experienced the full popularity in July, and the sharp fluctuation in August, how does the bank asset management institution think of the market outlook? According to the latest survey report, bank asset management agencies have continued to increase in confidence in the stock market, and more than 50 % of the investigated banks believe that the future stock market is still on the rise.

Puyi Standard Researcher Wei Yanyao said in an interview with the Securities Daily that since July, the stock market has continued to show the upward trend. The month has shocked sharply, but the absolute confidence of the asset management institution on the stock market continues to rise.

Due to the huge scale of banking financial management, bank asset management institutions' views on the capital market will largely affect the market trend.

The Puyi Standard Recently released a briefing of the investment confidence index analysis index of bank asset management institutions in August shows that in the bank asset management institution that has been surveyed, it still maintains a high absolute confidence in the stock market. Its confidence index increased by 19.90%from the previous month, showing that the absolute confidence of bank asset management institutions for the performance of the future stock market has been further enhanced.

Among them, 55%of the bank asset management institutions believe that the stock market will be on the rise in the next three months. 45%of the bank asset management institutions believe that the stock market will be in a volatile state in the next three months. aisle.

It is understood that this sampling involves a total of 20 commercial banks. The types of banks for sampling surveys are relatively extensive, including 4 state -owned banks and national joint -stock banks, 8 urban commercial banks and 8 rural financial institutions.

In an interview with the Executive Dean of the Digital Economic Research Institute of Zhongnan University of Economics and Law, Pan and Lin said in an interview with the Securities Daily that the view of bank asset management institutions has a certain guiding role in the capital market's view of the capital market. The hot sales of financial products have enabled the capital market to enter more funds and promote market valuation.

He also pointed out that the view of bank asset management institutions has certain professionalism, but banks also need to be based on a certain sales principle, that is, banks' final profit comes from the sales of wealth management products and fund products, so banks rarely have pessimistic views.

In terms of the bond market, in the past period, due to the loose monetary policy, overall inflation, and weakening the impact of the stock market, the value of bond allocation has further appeared. The absolute confidence index of bank asset management institutions has recovered from pessimism to caution.

In August, the bank asset management agency's view of the bond market has improved significantly. The absolute confidence index of the bond market reached 61.97, an increase of 40.78%month -on -month; bank asset management institutions generally believe that the bond market in the next three months will be on the rise or shock trend. Among them, 25%of the bank asset management institutions believe that the future bond market will be on the rise. 70%of the bank asset management institutions believe that the future bond market will be in a volatile state. Settlement channel. Among them, the confidence index of urban investment bonds has the highest confidence index, while AAA credit bond confidence index is the lowest.

Analysis briefing pointed out that in August, the absolute confidence index of the bond market rose by 40.78%month -on -month, and a significant rebound occurred. At the same time, in terms of market segmentation, a large increase in the market, of which, the mid -to -long -term interest rate bonds rose the most obvious, reaching 60.71%. Considering that the macroeconomic economy is still in the recovery stage, it is still necessary to prevent corporate credit risks. Infrastructure is the main starting point for steady growth, and the security of urban investment bonds has improved. Pay attention.

Wei Yanyao told him that the investigation from the perspective of bank asset management institutions observed the degree of confidence in the investment manager of bank asset management institutions in the capital market in the next three months. Reflecting institutional investors' views on the current market, and to a certain extent provides reference suggestions for the policy guidance direction of financial market research, asset allocation and regulatory levels.

(Edit Li Bo)

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