Securities Times Online News, China Industrial Securities Co.Ltd(601377) believes that with the continuous release of China's policy warmth, monetary and credit are expected to be loose. At the same time, risks such as overseas stagflation, interest rate hike, foreign capital outflow and China concept stock supervision are expected to be alleviated. The bottom of the market has appeared and will usher in a repair window. In terms of operation strategy, on the one hand, the pressure of scientific and technological growth, regardless of valuation or congestion, has been significantly improved, and the deterministic direction of performance (photovoltaic, semiconductor, energy storage, etc.) is configured at the bottom of the emotional repair window; On the other hand, the direction of "steady growth" is clear, and there is still room for repair in banks, real estate, etc.
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