Home » 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

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 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.

Disclaimer: Securities Times strives for true and accurate information. The content mentioned in the article is for reference only and does not constitute substantive investment advice. Operational risks are based on this.

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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

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