Shanxi Securities Co.Ltd(002500) pointed out that looking forward to the future, the broad fluctuation of the index in the short term is basically the consensus of all parties, and the two main lines of science and technology and defense are still the main direction of capital layout. The recent frequent policies on science and technology have improved the imagination space of the market for the performance of individual stocks in the science and technology sector next year, and the attention of funds has also increased significantly. We still recommend two main, defensive sectors, such as cement, building materials, glass, large infrastructure, aquaculture and other price increase concepts, which is better than reasonable valuation and low market attention to risk points; 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. It is suggested that investors should control their positions, participate carefully and pay attention to the disturbance of trade risk to the market.
(Securities Times)
