Haitong Securities Company Limited(600837) released the investment adviser's early review. Recently, the market performance has been strong, and the index has not been deeply adjusted. We can see that even with the shrinking trading volume and the passivation of the high index, the gem index can still go up along the 5-day line, and the Shanghai Composite Index has been slow to make up the 3050 point gap. From the analysis of technical indicators, the deviated short-term indicators will eventually make the index callback, but operationally, if you care too much about the index point, you will lose many stock opportunities. We should see that the medium-term upward trend of the current market has taken shape, and the Shanghai 50 index with high dividend and undervalued value has blocked the falling space of the market. Therefore, investors need to pay attention to structural opportunities rather than market points. From the disk hot spots, the market style is mainly focused on the scientific and technological growth plate dominated by chips, 5g and Tesla in the short term. With the development of the annual report after the festival, investors need to pay attention to the falsification of the performance. At that time, the plate will be greatly weathered, which will continue to be sought after by the market beyond expectations, and there is a risk of decline if it fails to meet expectations. The hype cycle of technology stocks is often very forward-looking. Therefore, varieties at the back end of the industrial chain have relatively greater imagination space, such as high-definition video and mobile games in 5g applications. After both have accumulated a certain increase, servers, cloud computing and the Internet of things for 5g applications also deserve attention. Finally, it is still recommended that investors focus on the core asset portfolio position with the idea of allocation. In addition to the science and technology sector, the dairy industry, household appliances, home appliances in the consumer sector and the leading securities companies in the financial sector can be comprehensively allocated.
(Securities Times)
