Dexun securities Gu: the market outlook will continue to rebound

Abstract: the market outlook is expected to continue to rebound. In the hot spot direction, the heat of prefabricated dishes is the highest, which has just broken through upward, and the heat is still expected to ferment; In terms of the middle line, new energy vehicles have the largest room for future recovery; The pharmaceutical series plate is expected to continue to attack.

I. today's strategy

Focus on new concept stocks, new energy vehicle industry chain and medical sector

II. General trend study

On January 12, the market recovered and fluctuated, and the trading sentiment improved greatly. The sign of the obvious recovery of market trading sentiment is that after several days of oversold on the gem, it finally ushered in a strong rebound, up 2.64%, close to the K-line of anti package 4. Other major indexes turned red, with an increase of more than 1% except the Shanghai index.

The plate is diversified and fully blooming: the new concept and consumer stocks represented by prefabricated dishes, the power grid industrial chain represented by UHV, the new energy vehicle industrial chain represented by batteries and the pharmaceutical industrial chain represented by Helicobacter pylori have ushered in a collective outbreak. From a short-term perspective, the heat of prefabricated dishes is the highest. It has just made an upward breakthrough, and the heat is still expected to ferment; In terms of the middle line, new energy vehicles rebound vigorously, suspend or end the periodic correction, and the future recovery space is the largest; The pharmaceutical series plate is expected to continue to attack. It is expected to see a general rise again this week.

Strategically, it is suggested to focus on the allocation of new concept stocks and new energy vehicle industry chain.

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