Sealand Securities Co.Ltd(000750) the latest strategy report points out that we remain optimistic about the market in January, and the three factors of economy, liquidity and policy resonate and actively go long. Among them, the valuation expansion dominated by loose liquidity and stable growth policy is the main driving force for the agitation in spring, and the growth style is expected to become the main line of the market after stage adjustment. In terms of configuration, the growth sector is dominant in the environment of “weak economy + wide currency”. After adjustment, the growth sector has a good cost performance. Two directions can be considered: one is the media, military industry, computer and other industries with good performance valuation matching; the other is to find a more definite direction along the deductive path of the industrial cycle, and pay attention to software development, it services Subdivision fields such as optical image. The preferred industries in January are: electronics, media, national defense and military industry.
(Securities Times)
