Shanxi Securities Co.Ltd(002500) pointed out that looking forward to the future market, the impact on the news side has lagged behind for a while. It is a high probability event to rebound again, and the market will spend the rest of the year in a volatile sideways market. However, it reminds investors to pay attention to risks and focus on defense. From the recent market performance, although there is a structural market, the sustainability and plate quality are getting worse and worse, the difficulty of being long in the fourth quarter is gradually increasing, and the operation of short-term investors is more difficult.
Shanxi Securities Co.Ltd(002500) believes that at this time, medium and long-term investors can gradually intervene in undervalued high-quality stocks, explore opportunities on the left, and layout the market next spring. The recent weakness of the market is not entirely caused by fundamentals. Negative news, concerns about stagflation and external influence will gradually dissipate. The subsequent recovery of market risk appetite will rekindle the market's enthusiasm to do long. In terms of capital, the recent index was sideways, but foreign capital continued to flow in without fear of adjustment, which is also a proof of optimistic about the medium and long-term performance of a shares. In terms of sectors, we still recommend sectors with high certainty, such as large infrastructure, large fund phase II, aquaculture, glass, etc.
(Securities Times)
