Abstract: prepare for low absorption and rebound after harvest; In the hot spot direction, focus on the stable growth related sectors such as new energy, digital economy, infrastructure and finance.
today’s strategy
Focus on new energy, digital economy, infrastructure, finance and other sectors related to steady growth
general trend study
Despite the poor market before the festival, there are still many positive factors in the medium-term of A-Shares that have not been realized by the market. These positive themes and sectors are the focus of attention after the festival.
In terms of policy, we will maintain the tone of wide credit and wide currency, which is conducive to the overall liquidity of the market and the large financial sector. In terms of industry, new energy, digital economy and engineering infrastructure are expected to usher in Investment Overweight under the line of stable growth and the policy of “moderately ahead of infrastructure”.
In terms of event driven, the topic heat of Beijing Winter Olympics is enough to support its medium and short-term market, so there are many themes that can attract capital inflows in the market, but they are temporarily suppressed by the emotional market. Once the overall stability is stabilized, the rebound will be very strong.
