Abstract: with the support of GDP growth exceeding expectations and interest rate reduction, the market is expected to continue to take advantage of the trend; Focus on covid-19 medical treatment, power grid, digital economy and big consumption.
I. today's strategy
Pay attention to covid-19 medical treatment, power grid, digital economy and big consumption
II. General trend study
On January 17, the market ushered in a warm recovery of trading sentiment and a sharp rebound of subject stocks. Both the index and the sector showed a general rise. There are two positive and positive announcements of Fundamentals: first, the GDP data in 2021 was released, the data performance was bright and exceeded expectations, and the per capita GDP exceeded the world average level for the first time, boosting the market's optimism about economic fundamentals; Second, the central bank directly cut interest rates by 10 basis points in an attempt to hedge against the impact of the Fed's future interest rate cuts, lay out in advance, ensure reasonable and abundant market liquidity, and directly release water to the capital market. Under the support of the two major positive factors, the Shanghai index ended the bottoming process of rising slightly and recovered the annual line again, while the gem index broke through the bottom consolidation, and the future market probability will fluctuate upward and return.
In the hot spot direction, the short-term pre holiday effect is expected to strengthen the concept of big consumption; The spreading trend of covid-19 epidemic in the medium term is directly conducive to the fermentation of the medical sector; The long-term policy measures to stabilize growth will drive the construction of new and old infrastructure to become more popular. Power grid investment and topics related to digital economy are expected to be driven to rise.
