Home » Morning Institutional Strategy: The New Year’s Eve Market Has Started Will Be a Wave of Resonant Index Markets

Morning Institutional Strategy: The New Year’s Eve Market Has Started Will Be a Wave of Resonant Index Markets

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Soochow Securities pointed out that the current market continues to strengthen after breaking through the suppression of the previous decline channel, and some of the wait-and-see funds that left the market in the early stage have begun to return, and the market’s money-making effect has effectively rebounded. From an operational point of view, the market is beginning to be biased towards the long market. Investors can gradually increase their positions when the market adjusts and choose varieties with higher market enthusiasm and seasonal production and sales for short-term trading.

Industrial Securities believes that the New Year’s Eve market has been launched, and it will be a wave of large and small resonant index prices; pay attention to the carrier of the market interpretation of securities firms; In addition to brokers, the New Year’s Eve market focuses on three main investment lines: 1) Represented by insurance and real estate infrastructure. 2) Mechanical equipment, electrical equipment, textiles, furniture and other sectors that are expected to benefit from the easing of Sino-US economic and trade relations; 3) In the entire New Year’s market, science and technology innovation is still the main theme.

Guosheng Securities said that the two market indexes have continued to rebound, showing a relatively bright performance in the near future, and the intensity is high, and there are signs of starting. Be cautious and increase the position allocation after confirming the breakthrough. Operationally, the current index continues to rebound, and the market’s long-term atmosphere is good. At the same time, with the increase in volume and energy, although the top is facing certain pressure, it can still grasp the main market hotspots and do more cautiously. Focus on semiconductors, auto parts, Opportunities in high-prosperity sectors such as lithium batteries, photovoltaics, and military industries.

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Centaline Securities pointed out that the trading volume of the two markets was 1.2 trillion yuan, a steady increase from the previous day. Signs of over-the-counter funds entering the market are showing signs that the future stock index will continue to rise and still need to lead the hot spot and further verification of trading volume. It is expected that the Shanghai Stock Index is likely to fluctuate and rise in the short-term, and the ChiNext market is likely to rise slightly in the short-term. Investors are advised to pay close attention to investment opportunities in new energy vehicles, semiconductors and some cyclical industries in the short-term, and continue to pay attention to investment opportunities in low-value blue chip stocks.

On the macro level, CITIC Securities pointed out that the LPR has remained unchanged for 19 consecutive months, and the MLF is sequel this month, the price remains unchanged, and the LPR quotation basis has not changed, and the probability of a short-term reduction in the future is unlikely. Judging from the third quarter cargo policy report, steady growth has gradually become the focus of monetary policy. Between stabilizing growth, controlling inflation and preventing risks, “money stabilization + wide credit” may become a policy combination for a period of time in the future. At present, bonds appear to be entangled in the differentiation of economic growth bottoming and financial bottom consolidation. The 10-year treasury bond yield to maturity fluctuates around 2.9%. In the future, we need to be alert to the risk of interest rate correction brought by the wide credit expectation of structural monetary policy tools.

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