China Securities Co.Ltd(601066) : in the next two weeks, the latest macroeconomic data will be released one after another. Core data such as inflation data, M2 and social finance loans, import and export data, industrial added value, total retail sales of social consumer goods, fixed asset investment and real estate investment will be released continuously. It is expected that under the disturbance of the epidemic, the data will show the further increase of economic downward pressure. At the same time, this has left more room for the subsequent force expectation of China’s steady growth policy.
The current index is difficult to form a trend market, and it will still be dominated by shock and bottom grinding in the short term. Market opportunities are also more reflected in the structural market. Based on the fact that the introduction of future easing policies is still a probability event, and steady growth is still an important market main line. At present, real estate, infrastructure, banking and other sectors are the logic of steady growth, but from the operational point of view, short-term pursuit should be avoided, and most of them are bargain hunting. In the context of inflation, although upstream resource products are also supported by the logic of price rise, the cost performance of related industries and individual stocks is lower than that of commodity futures. In addition, using the first quarterly report to tap industries and individual stocks with difficulties, growth and reversal expectations can also be paid attention to as a main line.
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