Abstract: from the perspective of the sustainability of the trend, we should focus on the allocation of undervalued, counter cyclical and strong policy sectors. Strategically, we should pay attention to the combination of short-term low absorption and midline shareholding.
1、 Today’s strategy
Focus on medicine, agriculture, real estate, vocational education and other sectors with strong undervalued policies
2、 General trend study
On December 21, the market ushered in a compensatory general rise. The Shanghai index opened flat and went high, the positive line reversed the negative line yesterday, and the gem index turned red in the afternoon; In terms of the sector, it rose generally, with an increase rate of more than 97%, reaching a new high in recent two weeks. On the whole, the market has ushered in strong support here, and the strong market force shows that the technical callback has ended or is about to end, and the average value will gradually return upward this week.
The subject matter leading the rise on the same day was mainly the undervalued plate which was relatively unpopular in the early stage, but also took into account the favorable policies. For example, the rising real estate itself benefits from the favorable interest rate policy of interest rate reduction; The vocational education sector has benefited from the recent document notice of the Ministry of industry and information technology on strengthening vocational education. In addition, Yuan universe, the leading theme in the early stage, rose again, helping the recovery of market trading sentiment. We believe that the market trading sentiment and operation rhythm are carefree, but due to the valuation gap, there is a high probability of plate re differentiation after the general rise. From the perspective of trend sustainability, we should focus on the allocation of undervalued, counter cyclical and strong policy plates. Strategically, we should pay attention to the combination of short-term low absorption and midline shareholding.
(Dexun Zhenggu)
