Abstract: it is expected that the market rhythm will not change greatly in the short term, and will still be dominated by shocks; However, in the hot direction, the capital side is expected to be conservative before the festival, and the strategy needs to pay attention to defensive sectors such as medical devices and engineering infrastructure.
I. today’s strategy
Focus on medicine, engineering infrastructure, Beijing Winter Olympics and value stocks
II. General trend study
On January 7, the market fell collectively. The Shanghai stock index and the growth enterprise market index opened high and went low. Early hot spots such as traditional Chinese medicine, virtual digital people, lithium extraction from Salt Lake and the concept of meta universe fell sharply, and there were obvious signs of capital shipment; Insurance, banking, real estate and other undervalued sectors rose against the trend. It is expected that the market rhythm will not change greatly in the short term and will still be dominated by shocks; However, in the hot direction, the capital side is expected to be conservative before the festival, and the strategy needs to pay attention to the defensive sectors such as stable value stocks.
The hot spots are completely stalled, and it will take some time to stabilize after the short-term correction. The structural opportunities at the beginning of next week are expected to focus on the undervalued sector, and the engineering infrastructure, steel, cement building materials, real estate, medical devices and other sectors need to be paid special attention.
(source: Dexun Zhenggu)
