Northeast Securities: Spring turmoil is still being adjusted is a layout opportunity – Xinhua English.news.cn

Securities Times Network News, Northeast Securities pointed out that the market is worried that there will be no spring restlessness this year, just a change of time node. It started to rise in late January. We have repeatedly emphasized that liquidity and policy expectations are the underlying foundations of the spring turmoil. The previous RRR cuts and interest rate cuts have shown that the policy tone will not change. Therefore, the spring turmoil is only a matter of timing and has not disappeared. In terms of industry configuration, pay attention to the expected improvement in media, securities companies, agriculture, etc., policy-oriented new and old infrastructure, and cost-effective medicine, new energy, etc.