Abstract: it is expected that the market will still be dominated by shock this week. From the perspective of seeking stability and value preservation in terms of capital, it is suggested that investors focus on the allocation of financial, consumer and other value blue chips, and pay attention to the rebound of new concept stocks, technology stocks and consumer stocks in the short term.
today's strategy
Focus on power grid, digital economy, new concepts and themes of Beijing Winter Olympics
general trend study
China is good and foreign countries are bad. There are long and short differences in the market, but there is no systemic risk. It is expected to continue to shock and accumulate power.
Recently, the market has been influenced by the risk of continued decline in US stocks, and the capital side has been conservative. Although there were signs of strong rebound in the middle of the market index, the subsequent correction fell below the annual line again. However, with the strong support of China's policies, the central bank firmly released liquidity expectations and stabilized market confidence. At the same time, macroeconomic data released this week performed better than expected; Therefore, although there is bad external market, it is not expected to have a sustained impact on the market. The long short game in the market is expected to continue to maintain a general balance without losing order.
It is expected that this week, the market will still be dominated by volatile market. From the perspective of seeking stability and value preservation in terms of capital, it is suggested that investors focus on the allocation of financial, consumer and other value blue chips, and pay attention to the rebound of new concept stocks, technology stocks and consumer stocks in the short term.
