Market Overview
On Tuesday, the market first depressed and then raised. The real estate led the rebound of the financial sector and led the Shanghai index to hit the bottom. The performance of gem is relatively weak, which has a great relationship with new energy led by Contemporary Amperex Technology Co.Limited(300750) . Specifically, the real estate sector rebounded strongly. The RRR reduction and LPR reduction are conducive to liquidity sensitive industries, and large financial sectors such as real estate, banks and securities companies may benefit the most; The performance of the large consumer sector is regular and regular, which is the ballast of market stability; New energy is in the process of benign adjustment, and many semiconductor leaders rebound.
In the future, we should not be pessimistic. Under the condition of abundant liquidity years ago, we can still actively grasp the wrong killing of high-quality targets. First, under the background of great downward pressure on the economy, the liquidity of policy care is obvious, and the infrastructure is expected to be stimulated in advance; Secondly, the large financial sector also benefits from loose liquidity. In addition, the overall position is relatively low, and the subsequent performance probability becomes larger; Finally, new energy as a whole is in the process of moderate shock consolidation, and the long-term expectation has not changed. On the whole, under the background of loose liquidity, we should actively pay attention to low-level and high liquidity industries.
