7bitcasino| CITIC Construction Investment: May's fundamental data will weaken the disturbance to market sentiment

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[CITIC Construction Investment: May's fundamental data will weaken the disturbance to market sentiment] Securities Times e Company News7bitcasinoThe CITIC Construction Investment Research Report believes that the overall economic data in April was in line with expectations, and the structure and total volume still continued the characteristics since last year. The outside was hot and the inside was cold, that is, exports were strong and domestic demand was soft. within7bitcasino...

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[CITIC Construction Investment: The disturbance of fundamental data in May on market sentiment will be weakened] Securities Times e Company News, CITIC Construction Investment Research believes that the economic data in April is generally in line with expectations, and the structure and total volume still continue the characteristics since last year., the outside is hot and the inside is cold, that is, exports are strong and domestic demand is soft. The marginal change in domestic demand in April is that real estate's drag on investment has increased. Total consumption is average, and the trend of consumption sinking is more obvious. Consumption below quota and online retail sales growth are relatively high; the effect of replacing old goods with new ones has not yet been reflected. The highlight of production is still the new driving force of manufacturing driven by exports. After mediocre economic data and lower-than-expected financial data in April, real estate policy has undergone major changes. The real estate purchasing and purchasing system broke the previous market's conservative expectations for domestic demand policies. The real estate sector soared rapidly on Friday, and the market's excitement was fully expressed. The sharp contrast between fundamentals and policies in April was the main clue to fluctuations in the equity market. Under similar logic, the disturbance of May's fundamental data on market sentiment will also weaken, and the focus of domestic demand may still be on policies.

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