Northeast Securities Co.Ltd(000686) pointed out that in the short term, under the stock game, the index is still digesting the technical deviation caused by Monday’s sharp decline, so the market is still in a stable state in the short term and tends to focus on individual stocks and ignore the index. on the one hand, TMT medicine and food and other blue chip growth stocks under the fund ranking war at the end of the year are still rising inertia, and some stocks have repeatedly hit new highs; On the other hand, the MSCI expansion concept and some leading cyclical stocks at the bottom of the valuation, such as some leading chemical stocks, also show some signs of capital intervention in the layout, that is, the capital intends to layout some elastic varieties that benefit from the counter cyclical policy next year with the idea of bargain hunting layout.
the short-term tends to fluctuate around 2870-2950 points, but if there is no continuous good after that, the market may fall again after the implementation of MSCI expansion and if there is no special good news. in terms of operation, the short-term should be handled with shock consolidation ideas. If you are not too pessimistic and fall quickly, you can bargain hunting layout. On the contrary, you don’t have to be impatient; it will be in the stage of layout and waiting for some time in the future.
In the direction of , under the condition of preventing mines at the end of the year, layout the valuation switching and MSCI intervention of leading companies with excellent performance in subdivided industries (mostly in financial stocks, consumer stocks, etc.), and layout the new infrastructure with steady growth under inflation (mostly in 5g, railway, semiconductor, military industry, etc.); and you can choose the individual stocks of the medium cap index expanded by MSCI to make some layout and pay attention to, and play the game on the MSCI expansion day on November 26, and the individual stock day agitation caused by a large number of foreign investors’ buying in the day.
(Securities Times)
