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With the yield of 10-year treasury bonds falling below 2%, some large funds may turn to equity varieties, and dividends are usually their first choice.First of all, the policy of promoting consumption is expected to continue to strengthen. The important meeting just held said that it is necessary to vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions;With the yield of 10-year treasury bonds falling below 2%, some large funds may turn to equity varieties, and dividends are usually their first choice.

Recently, the capital flow dividend is more obvious, and it is also defensive.Coal, steel, public utilities, together into the top ten list.First of all, the policy of promoting consumption is expected to continue to strengthen. The important meeting just held said that it is necessary to vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions;

Secondly, the leading stocks performed strongly. Yiming food harvested 12 boards, which had a boosting effect.Recently, the capital flow dividend is more obvious, and it is also defensive.Yesterday, A-shares opened higher and fell back, and institutions significantly increased their short positions by 12,247 (7,219), which is not a good signal. However, yesterday, the A-share volume was nearly 600 billion, and the total net subscription of ETFs in Shanghai and Shenzhen was 28.4 billion. All kinds of forces are mixed together and full of uncertainty.