GuoshengsecuritiesIt is believed that although the epidemic in April had some adverse effects on China’s economy, the fundamentals of China’s economic stability and long-term improvement have not changed, and A-shares still have the conditions for a shock rebound in the near future. The driving force for the rebound mainly comes from the fact that the domestic epidemic has gradually entered the controllable and final stage, and the resumption of work and production and normalized prevention and control measures have boosted market confidence; it also comes from overseas pessimism about raising interest rates has reached a stage high. Slightly dovish, the global market rebound is imminent.In terms of operation, it is still necessary to control the overall position before the market can effectively break through. It is suitable for low absorption. The “steady growth” in the post-epidemic era will become the main logic to drive the operation of the market. Pay attention to the real estate and infrastructure chains with low valuation and both offensive and defensive, and benefit from it. For the consumption core assets that are gradually improved by the domestic epidemic, it is recommended to combineperformanceCost-effective, appropriate layout of logistics, military industry,semiconductorand other topic sections.
(Article Source:securitiesTimes Network)
Article source: Securities Times Network
Responsible editor: 33
Original title: Guosheng Securities: Economic fundamentals are running steadily and improving, A-shares may open up space this week
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