Haitong Securities Company Limited(600837) released the early evaluation of investment advisers. The short-term adjustment of the index does not change the strong pattern. It is expected to maintain the shock upward tone of advance, two retreat and one retreat in the future. The main reasons are as follows: 1. The easing of the international trade situation releases the greatest uncertainty; 2. The tone of China’s policy is loose, and the policy is more favorable at the end of the year and the beginning of the year; 3. Before the disclosure of the annual report, it was in a performance vacuum period, and the time for fundamental falsification has not come (especially technology stocks). Financial stocks will still be the main driving force of this round of cross-year market. Other industries have the opportunity to participate in the rotation, and the market profit-making effect is expected to continue.
On the weekend news, five years after the establishment of the first phase of the National IC industry large fund, the reduction plan was disclosed in the A-share market for the first time, involving three stocks ” Gigadevice Semiconductor (Beijing) Inc(603986) , Shenzhen Goodix Technology Co.Ltd(603160) , Hunan Goke Microelectronics Co.Ltd(300672) “. Due to the main rising market of the semiconductor sector this year, the holdings of the large fund are generally profitable, and the high reduction is also in line with the investment logic of industrial capital. In addition, it reminds investors that although individual science and technology stocks are the main line of long-term investment in the future, too high short-term speculation is also easy to overdraw performance expectations. Science and technology stocks may be differentiated in the first quarter of next year, and some of them will see periodic highs.
(Securities Times)
