China Securities Investment: A-share market is expected to usher in a rebound at the beginning of the year, the opportunity should be grasped

Securities Times e company news, China Securities Investment believes that the recent A-share adjustment, long-term and short-term interest rates have diverged, and the maturity spread has narrowed, which more reflects expectations of economic recession and concerns about the effects of lenient credit policies. In this context, looking forward to the market situation in January this year, the A-share market is expected to usher in a rebound, and the overall performance should be stronger than in December last year. The opportunity at the beginning of the year should be grasped. However, there should be reasonable expectations for the duration and height of the market this spring. If there is a substantial increase, it should be considered in a timely manner. At present, there are three main optimistic directions: one is the opportunity to reassess the transformation of traditional industries with low valuations; the second is the opportunity to complete hard technological adjustments; and the third is the direction of fiscal focus.