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Guotai Junan: The allocation value of gold and financial zone is still worth paying attention to
On October 31, Jin10 Data reported that Guotai Junan stated that the global asset allocation strategy is concentrated in gold assets, while the style macro-friendly view of the BL model strategy still favors the financial style. In the short term, we believe that the direction of bond monetization still has a high probability of winning. The successive implementation of the convenient SFISF and repo repurchase tools will effectively enhance investors’ confidence in the stock market. Opportunities in the financial zone are still worth noting.