​Haitong strategy: “steady growth” signal clearly optimistic about the market in the first quarter_ Securities Times

According to the Securities Times e Company, the Haitong Strategy Xun Yugen team issued a research report stating that the signal of “steady growth” in 2022 is clear, and the follow-up policy is expected to continue to strengthen. GDP in 2022 is expected to be 5%-5.5% year-on-year, and the A-share ROE will peak in the first quarter of 2022. In terms of liquidity, the long-term trend of asset allocation to equity migration remains unchanged, and the supply and demand of funds in the stock market will be balanced in 2022. Optimistic about the market in the first quarter, the allocation is more balanced, such as undervalued financial real estate, high-prosperity hard technology, and consumption following the rebound.