Macro: multi-point policy
Strategy: oversold rebound and consolidation adjustment
Fixed income: long-term or maintain shock, and the arbitrage strategy is still effective
Marginal fund allocation
Banking industry: the safety margin of the sector is sufficient, and the quarterly report focuses on the performance elasticity of small and medium-sized industries
Non bank financial industry: Fundamentals under pressure, focusing on undervalued value allocation value
Real estate industry: optimistic about the policy and valuation, highlighting the cost performance of property management
Building materials industry: Q1 profit is generally under pressure, and the demand for repair can be expected under the force of infrastructure construction
New energy industry: high prosperity of photovoltaic terminal demand
Coal industry: epidemic affects demand, coal price CEO Association
Chemical industry: high quality leaders enter the safe range of valuation
Food and beverage industry: Baijiu ushers in quarterly report catalysis, and food focuses on the rebound after the epidemic
Biopharmaceutical industry: the national epidemic spread to raise the attention of relevant enterprises
Social service education industry: catering, wine and tourism wait for the inflection point and pay attention to the cosmetics leader with high performance
Electronics industry: optimistic about analog chip semiconductor investment opportunities
Computer industry: focus on structural opportunities such as new infrastructure and smart cars
Intelligent manufacturing industry: continue to recommend opportunities to cultivate diamond segments
Automotive Industry: independent hybrid acceleration instead of joint venture fuel
Power equipment industry: short-term pressure, focus on structural opportunities
