Securities Times Online News, Huaxi Securities Co.Ltd(002926) pointed out that A-Shares ushered in the two sessions, and the “steady growth” policy is the main context. The government work report puts forward the GDP growth target of about 5.5%, which also shows that steady growth needs to be put in a more prominent position. The follow-up support policies in real estate, new and old infrastructure, consumption and other fields will be intensively introduced, which will help to build the bottom range of a shares. Due to the tense external geopolitical relations and the expectation of interest rate increase by the Federal Reserve, we expect the A-share market to continue to “grind the bottom repeatedly” in the short term, and we are not pessimistic about the A-share market in the medium and long term. In the short term, the main line of “steady growth” is still the main idea of allocation. Specific to the industry, pay attention to three main investment lines: first, the policy of “steady growth” allocation of varieties, such as “banking, real estate, building materials and construction”; Second, “food and beverage, breeding, Shenzhen Agricultural Products Group Co.Ltd(000061) “, etc. expected to benefit from price increase (price increase); Third, the theme of benefiting from the promotion of policies (support), “new energy (vehicles), digital economy, East West calculation, agriculture, rural areas and farmers”, etc.
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