​CICC Strategy: A-share “emotional bottom” gradually confirms that the style is more balanced_ Securities Times Network

Securities Times e company news, the CICC Strategy Research Report said that looking forward to the market outlook, the current policy bottom is relatively clear, and the credit and social financing data that exceeded expectations in January further confirmed the “policy bottom”. The “emotional bottom” is expected to be gradually confirmed. With the gradual implementation of the stable growth policy, the “growth bottom” may also gradually appear in the first quarter to the second quarter, and there is no need to be overly pessimistic about the market in the future. From a structural point of view, the risks of growth stocks have been released in the early stage of the sharp correction, and they are gradually entering the stage of “buying on dips”; the “steady growth” sector has increased volatility, but there may still be room for performance in the future. On the whole, the market style has outperformed compared with the previous “steady growth”, and it is possible to gradually transition to a relatively balanced stage. (Telephone for reporting illegal and bad information: 0755-83514034 Email: bwb@stcn.com)