Industrial Securities: The bottom of the market has appeared and will usher in a repair window – Teller Report

Securities Times Network News, Industrial Securities believes that with the continuous release of domestic policy enthusiasm, currency and credit are expected to be relaxed, and risks such as overseas stagflation, interest rate hikes, foreign capital outflow, and supervision of Chinese stocks are expected to ease, and the bottom of the market has appeared. , you will be greeted with the Repair window. In terms of operation strategy, on the one hand, technological growth has been significantly improved regardless of valuation or crowding pressure, and the bottom of the emotional recovery window is equipped with a certain direction of performance (photovoltaic, semiconductor, energy storage, etc.); on the other hand, the direction of “steady growth” is clear. Banks, real estate, etc. still have room for repair.