Haitong Strategy: The time and space of market adjustment has become obvious, and the valuation has been low – yqqlm

Securities Times e company news, Haitong strategy pointed out that ① the market currently has three major concerns: the narrowing of the interest rate gap between China and the United States leads to capital outflow, the rise in commodity prices under the conflict between Russia and Ukraine pushes up inflation, and the domestic epidemic repeatedly affects the economy. ②The worst time for us to judge the negative factors may be gradually over, the market adjustment time and space have become obvious, the valuation has been low, and the steady growth is expected to drive the market recovery. ③ The configuration focuses on the main line of stable growth, such as photovoltaic wind power and data center cloud computing in new infrastructure, and pays attention to undervalued financial real estate.