Shanxi Securities Co.Ltd(002500) pointed out that looking forward to the future market, it is recommended that investors continue to pay attention to the defensive sector and the technology sector, and the growth and decline of the two will run through the market in December. Since December is still a volatile market, except for some institutions holding together individual stocks, most sectors will rise and fall alternately slowly. It is recommended that investors buy when a sector callback and cut in to catch up.
In terms of sectors, defensive sectors, such as cement, building materials, glass, large infrastructure and aquaculture, are better than reasonable valuation, and the risk point is not highly concerned in the market; The science and technology sector, new energy vehicle industry chain, wireless headphones, large fund phase II, etc. have certain performance support, but at present, it is mainly the market space in the later stage of the game, the market attention is high, the risk point is overvalued, the performance is greatly affected by policies and the market, and the volatility is large. After the listing of the science and technology innovation board, the valuation methods of science and technology stocks are gradually diversified, and the comparability between different companies in the same sector is poor. For the stock selection of the science and technology sector, we suggest investors pay attention to the company’s own performance and whether its valuation is at a reasonable level, and refer to the analysis of corresponding research reports and professionals.
(Securities Times)
