Summary
[Guohai Strategy: The market has structural opportunities and growth is expected to rebound in March]Guohai Strategy pointed out that the market has structural opportunities in March, and growth is expected to rebound. The core is that there is still room for further relaxation of domestic monetary policy and overseas tightening. Expectations have eased. In the context of the approaching performance window period, the growth sector that has been relatively fully adjusted in the early stage is more prosperous, and the price/performance ratio begins to show. In terms of allocation, the stable growth sector is under pressure to cash out in stages. The improvement of the currency and credit environment is conducive to the rebound of the growth sector. The importance of the prosperity has increased in stages. I am optimistic about the digital economy, new energy and other fields. The first choice in March is computer and power equipment. , Medical biology. (Financial Association)
Guohai strategy pointed out that the market has structural opportunities in March, and growth is expected to usher in a rebound, the core lies in domesticcurrencyThere is still room for further easing of policies, and overseas tightening expectations have eased.performanceIn the context of the approaching window period, the growth sector that has been relatively fully adjusted in the early stage is more prosperous, and the price/performance ratio begins to show. In terms of allocation, the stable growth sector is under pressure to cash out in stages. The improvement of the currency and credit environment is conducive to the rebound of the growth sector. The importance of the prosperity has increased in stages. I am optimistic about the digital economy, new energy and other fields. The first choice in March is computer and power equipment. , Medical biology.
(Article source: Financial Associated Press)