Summary
[Guosheng Securities: Emotional bottom is approaching, “spring restlessness” is expected to open]Guosheng Securities Research Report believes that the recent reduction in reverse repurchase and LPR interest rates are all positives given by the policy side, indicating that the bottom of market policy has arrived, and the bottom of sentiment is still In the brewing, the Fed’s interest rate meeting in the early morning of Thursday is particularly important, and after the hawkish remarks expected by the market have landed, it will enter a short-term negative window period, which may start a wave of “spring restlessness”. In terms of operation, since the valuation of some booming track stocks has been adjusted to a reasonable stage, we can pay attention to the new energy vehicles, photovoltaic downstream, and stable growth sectors such as infrastructure, real estate, and banks that are expected to reverse their difficulties this year due to the rise in raw material prices last year. Thematic concepts such as digital economy, specialization and innovation, and metaverse can also be focused on.
GuoshengsecuritiesResearch reportthink that the recent reverserepoand LPRinterest rateThe decrease is all positive from the policy side, indicating that the bottom of market policy has come, and the bottom of sentiment is still brewing. The Fed’s interest rate meeting in the early morning of Thursday is particularly important, and after the hawkish remarks expected by the market landed, the short-term entry The negative window period may start a wave of “spring restlessness”. In terms of operation, since the valuation of some booming track stocks has been adjusted to a reasonable stage, we can pay attention to the new energy vehicles, photovoltaic downstream, as well as infrastructure, real estate,BankIn the stable growth sector, thematic concepts such as digital economy, specialization, specialization, and metaverse can also be focused on.
(Article Source:securitiesTimes)