At present, there is an overall trend, but the excessive turnover has led to market concerns, especially the rise after the volume, which may make investors feel comfortable in the short term. Still, there is potential in the market in the long run. With the Shanghai Composite Index hovering around 3,027 points, some ** are still at the bottom, and the overall price-to-earnings ratio of the market is not yet high. In this case, the emergence of positive signals such as the sharp rise in U.S. stocks and the reduction of deposit rates by banks indicates that tomorrow's ** may be different, and there are even signs of wind. Next, we will look at the trend of the change in the US stock market from the two signals of the sharp rise in US stocks and the reduction of bank deposit rates.
U.S. stocks have been strong recently, with the S&P 500 hitting a new all-time high and Nvidia's market capitalization surpassing $2 trillion, driving the overall market**. Many institutions are optimistic about the development of U.S. stocks this year, and the outlook is optimistic. For example, Barclays raised its target for the S&P 500 to 5,300 by the end of the year, and UBS raised it to 5,400. The ** of U.S. stocks will have a certain linkage effect on A-shares, although the effect is limited, but at least it can bring benefits to A-shares. In addition, the overall activity of the world**, Japan, India, etc.** have also hit new highs, and the performance of the periphery ** is also a good thing for A-shares.
1. The impact of the sharp rise in U.S. stocks: The continued momentum of U.S. stocks has a positive impact on the A** market and boosts A-shares. Although the rally in U.S. stocks has limited impact on A-shares, it can at least reduce the pressure on the A** market and provide investors with more choices.
2. Global environment: Not only the strong performance of U.S. stocks, but also Japan, India and other countries are also active in the world, showing that the world is booming. In this global context, the A** market is expected to benefit from the improvement of the external market.
3. Positive impact of positive factors: Many institutions are optimistic about the development of U.S. stocks and have raised the expected target of the S&P 500 index, which indicates that the overall market atmosphere is improving. This is of great significance to enhance investor confidence and stabilize the market.
Recently, some banks have begun to reduce deposit interest rates, especially private banks to reduce time deposit interest rates, which may bring more incremental funds, which is conducive to maintaining the best capital level. According to the data, from the beginning of 2020 to January 2024, the net deposits of Chinese households were nearly 58RMB24 trillion, of which 82% are fixed deposits, which further illustrates that a cut in deposit rates could lead to more inflows**.
1. The effect of lowering the deposit interest rate: the reduction of the deposit interest rate by the bank can stimulate the inflow of some funds, improve market liquidity, and have a certain effect on alleviating the shortage of funds. This has a positive impact on the stable development of the first class.
2. Improvement of capital side: With the reduction of deposit interest rates, the market may usher in more incremental funds, which will help support the trend of the market and provide more liquidity support for the market. This will also alleviate some of the pressure on the market and create a better investment environment for **.
Judging from the two signals of the sharp rise in U.S. stocks and the reduction of bank deposit rates, tomorrow's ** may usher in some changes. The strong performance of U.S. stocks and the favorable global environment have provided some positive support for A-shares; The reduction of bank deposit rates may bring more capital inflows**, improve the market's capital side, and have positive significance for the development of A-shares. Therefore, although there are some short-term concerns at present, on the whole, ** is expected to usher in a new round of ** under the effect of bullish factors, and investors can maintain an optimistic attitude and grasp investment opportunities. May you all achieve fruitful returns on your future investments!