share_log

沪指失守2800点 机构解读后市

The Shanghai Index fell 2,800 points, and institutions interpreted the future market

Moomoo 24/7 ·  Jan 17 22:17
Ping An Securities said that the current A-share market has been adjusted to the bottom, and the easing of macro-control policies is expected to support the restoration of fundamentals and sentiment. At the same time, the 2023 market suggests that the investment logic of the current equity market is gradually shifting from the bottom up, and structural opportunities are increasing. It is recommended to grasp the main line of guiding investment opportunities in emerging industries: one is the main line of technological growth (automobile/TMT); the second is the main line of pharmaceutical growth (innovative drugs/export chain). China Post Securities said that looking forward to the future market, maintain strength, and keep the clouds open to the moon. Currently, we still need to maintain our strength and actively participate after the uncertainties have dissipated. In the short term, the focus is still on defensive attributes. It is recommended to increase high-dividend individual stock positions, which can compete with shipping and energy. In the short term, due to the blockage of the Red Sea waterway, international freight prices have risen, and global oil transportation has been blocked, so it is possible to take advantage of shipping and energy opportunities. In the medium to long term, from the perspective of deep participation in the global industrial chain division of labor and industrial cycle trends, we recommend pharmaceutical/biological, consumer electronics, and automotive components.
Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
    Write a comment