Soochow Securities Co.Ltd(601555) believes that after the Shanghai Composite Index rose and fell on Monday, it ushered in an inertial adjustment on Tuesday, especially the decline of financial stocks, which dragged down the index. The gem index is obviously strong in the near future, and the market also has a certain profit-making effect, which brings certain operation opportunities to investors in index adjustment. At present, the overall market is in a high adjustment state. With the weakening of the short-term index, the differentiation between plates will be more prominent. It is suggested that investors continue to grasp the subject rotation market, pay attention to the technology, consumption and other sectors on bargain hunting, and pay due attention to the rotation opportunities of the pork sector at the end of the year.
Guosheng Securities said that all major indexes closed green on Tuesday. The turnover of Shanghai and Shenzhen stock markets decreased by 129.6 billion compared with the previous trading day, and the market contracted significantly. Technically, the Shanghai index failed to hit 3731 for the third time in the year. Although the whole market showed strong confidence, it did not constitute a continuous upward driving force in the short term. The market may choose a short-term correction to re store energy. From the time interval of several attacks on the high point of stage 3731, the energy storage time is shorter than the previous time, and the index low point rises. It is expected that this round of index adjustment will be faster and higher than the previous time.
Central China Securities Co.Ltd(601375) pointed out that recently, the short-term impact of the Shanghai index on 3700 points again failed, the trading volume of the two cities failed to be effectively enlarged, and the characteristics of the stock game are significant. Whether the stock index can challenge the new high of the year in the future still depends on the promotion of core assets and the continuous entry of incremental funds. It is recommended that investors continue to pay attention to the changes in policy and capital. It is expected that the short-term slight shock of the Shanghai index is more likely, and the short-term slight consolidation of the gem is more likely. We suggest that investors pay close attention to investment opportunities in power grid equipment, aerospace military industry, electronic technology and other industries in the short term, and continue to pay attention to investment opportunities in undervalued blue chips in the middle line.
Haitong Securities Company Limited(600837) believes that in 2022, the market is expected to switch to a big year of value investment again, and some high-quality leading stocks with excellent performance are expected to usher in the opportunity of restorative rise. Now this round of consumption shares represented by the Baijiu industry has opened up the trans year market, and is expected to take advantage of the opportunity of the peak season before the Spring Festival to promote the trans year market trend to the spring offensive. The trend of consumer stocks is likely to cross the bull bear cycle. Although it will be adjusted in the short term, the long-term trend is still an upward trend. Consumption is China’s comparative advantage. The world’s largest consumer market, whether consumption upgrading or total consumption expansion, will bring investment opportunities for brand consumer goods. Therefore, in the long run, the profitability of consumer stocks is relatively stable. Consumer stocks with brand value and moat can be slowly distributed, especially the leading companies in various industry sectors.
(Securities Times)
