Guosen Securities Co.Ltd(002736) the two financial strategy group pointed out that at the beginning of last week, the enthusiasm of the two cities to do long was continued, the stock index rebounded in large quantities, the Shanghai Stock Exchange stood at 3000 points, and the gem index hit a new high this year. In the second half of the week, the stock index fluctuated for three consecutive days in order to digest three consecutive Yang, while the Shanghai Stock Exchange was always above 3000 points. Although the Shenzhen Component Index and gem index have a certain correction from the high point, their focus has not been significantly affected, and the trend of shock recovery has been maintained. At the weekend, the opinions on creating a better development environment to support the reform and development of private enterprises was released, which once again reflects the policy’s care for the development of economy and capital market.
In December, the market came out of the previous shock, some industry sectors were ahead in differentiation, and the market sentiment and volume could be improved to a certain extent. In order to digest the rising trend since the beginning of the month, the stock index may continue to consolidate. Supported by valuation, the overall callback space of the stock index is relatively limited. In terms of strategy, we should focus on the expected changes in the mode of economic development and focus on the best holding from the perspective of value and growth.
(Securities Times)
