CICC: Remain patient during the bottoming period and pay attention to three main investment lines in combination with the performance of the first quarterly report – Teller Report Teller Report
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CICC: Remain patient during the bottoming period and pay attention to three main investment lines in combination with the performance of the first quarter report
2022-04-11 08:07
Source: Securities Times e Company
Author: Xu Qingtianmei
Securities Times · e company
Xu Qingtianmei
2022-04-11 08:07
Securities Times e-company news, CICC research report judges that the stage of sharp decline similar to the previous period may have ended, and the medium-term market opportunities outweigh the risks. Structurally, “steady growth” may still be the main line of the market during the bottom-out period. Pay attention to the signal of the Politburo’s economic situation analysis meeting in mid-to-late April. In the stage of successive disclosure of performance forecasts and bulletins, we will focus on: 1) the performance of the first quarterly report exceeds expectations; 2) the fundamentals benefit from the “steady growth” policy; 3) the subdivisions where the fundamentals face inflection points. In the future, as overseas supply risks are gradually eased, liquidity is tightened, and domestic growth expectations are gradually stabilized, the growth style with a high degree of prosperity may gradually usher in a turnaround.
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CICC: Remain patient during the bottoming period and pay attention to three main investment lines in combination with the performance of the first quarter report
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Xu Qingtianmei
2022-04-11