On February 8, Cinda Aoyin fund expressed its view that the adjustment of the A-share market on February 8 was a concentrated vent of the irrational emotions of the market. Looking forward to the future, the industries with deep decline in the early stage have the internal driving force of short-term rebound. It is recommended to be patient.
According to the analysis of Cinda Aoyin fund, investment in 2022 needs to further focus on the mining of subdivided industries, and there is no need to worry too much about the overall market. We should cherish the gem below 2800 points and the Shanghai composite index below 3400 points. In terms of investment layout, we can pay attention to the following three aspects: first, oversold industries such as transportation, tourism, aquaculture and real estate chain; Second, the long-term development logic of green power, new energy, wind power, photovoltaic and other tracks in the field of "carbon neutralization" has not changed; Third, environmental protection, construction and other counter cyclical sectors, whose performance growth certainty will be more fully reflected this year.
