Haitong Strategy: Why won’t the spring market be absent? _ Securities Times Network

Securities Times e Company News, Haitong Strategy believes that everyone’s doubts about the spring market are mainly due to two concerns. One is that the policy is difficult to hedge against the downward pressure on the macro economy. Haitong’s strategy believes that: (1) The policy of stabilizing growth has been intensively implemented, and the market will eventually rise when the policy of stabilizing growth is promoted by learning from history. ②In the first quarter, there are often more funds entering the market, due to the issuance of year-end bonuses for employees and the peak season for issuance of asset management products. ③ The adjustment at the beginning of the year does not change the spring market trend, and the structure is balanced, focusing on the undervalued big finance + new and old infrastructure with policy efforts.