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资产配置:坐稳扶好:3000点只是地平线,以史为鉴,市场反攻测算
大同证券·2024-09-27 07:11

Group 1: Market Trends - The market is expected to continue rebounding due to unexpected policy measures leading to significant market gains[1] - The current Wind All A Index P/E is at 7.95%, which is still far from the historical threshold of 38%[3] - The average interval between the first time the trading volume exceeds 1 trillion and the index peak is 41 trading days, indicating potential for further market recovery[5] Group 2: Technical Indicators - The current 21-day moving average RSI is at 42.36, indicating that market strength is below previous bull-bear transition highs[3] - The market is likely still in the early stages of its current trend, despite potential short-term adjustments[3] - The trading volume of A-shares first exceeded 1 trillion on September 25, reaching 1.16 trillion yuan, signaling increased trading sentiment[5] Group 3: Valuation Insights - The 38% historical P/E threshold corresponds to approximately 17.5X, suggesting room for upward movement in the index[3] - The current market valuation indicates that the denominator still has potential to drive the index higher[3]