Citic Securities Company Limited(600030) on January 27, he told the reporter of China Securities Journal that under the further hawkish attitude of the Fed's interest rate meeting, it was almost a foregone conclusion to raise interest rates in March, and the exit rhythm of monetary easing was faster in the first half of the year, triggering a negative resonance in the global equity market. Under the concern of the continuous adjustment of the overseas market during the long holiday, some A-share funds left the market ahead of schedule, resulting in the excessive release of negative sentiment in the market.
Citic Securities Company Limited(600030) believes that, first, the short-term adjustment of the market deviates from the trend of China's monetary easing, and external changes such as the loose exit of the Federal Reserve will not restrict the "me dominated" Chinese policy style, nor change the trend of long-term additional allocation of A-Shares by foreign capital. Secondly, the short-term adjustment of the market also deviates from the fundamental trend supported by the policy. The time point of the greatest downward pressure on China's economy has passed. After the monetary force exceeds expectations, the relay of other ministries and local governments is expected to form a policy synergy, and the "policy bottom" has been clarified. Finally, the policy exit path of the Federal Reserve in the first half of the year has been clear, the sensitivity of US stocks and US bonds has been reduced after full response in the early stage, and the actual risk of overseas markets is expected to be small during the long holiday.
Citic Securities Company Limited(600030) further said that to sum up, under the resonance of "emotional bottom" and "market bottom", the overshoot of A-Shares brought better layout buying points for the market in the first half of the year.
Huatai Securities Co.Ltd(601688) : A shares are currently cost-effective, short-term disturbance does not change the medium and long-term trend
Haitong Securities Company Limited(600837) : empty energy is released, and the stock index will rebound technically at any time
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