mulanslot| The stock market has priced risks and looks forward to a volatile upward trend in the middle of the year
Guotai Junan Securities released the "dare to go against the current" A-share strategy weekly report pointed out that the stock market has priced the risk, looking forward to the mid-year stock market volatility upward.
The report believes that uncertainty is expected to be reduced and investment opportunities are recommended to focus on technology manufacturing and some cyclical consumer sectors in the middle of the year. The report also mentions that social integration and M1 negative growth reflectMulanslotThe market is worried about uncertainty, but policy attitudes are becoming more proactive. Investment opportunities are driven not by upward revision of growth expectations, but by reduced uncertainty.
The report points out that an important cornerstone of the stock market rebound is the decline in uncertainty. It is recommended to pay attention to the areas of science and technology manufacturing, growing periodic materials and consumption. At the same time, it is pointed out that the higher-than-expected duration of overseas high interest rates and global geopolitical uncertainty are potential risk factors. The full report can be obtained by contacting Fang Yi team of Guotai Junan Securities Strategy.
[King's Strategy | Weekly Theory] dare to go against the current and Hexun's self-selected stock writer risk Tip: the above content is only the views of the author or guest, does not represent any position of Hexun, and does not constitute any investment advice related to Hexun. Before making any investment decision, investors should consider the risk factors related to investment products according to their own circumstances and consult professional investment advisers if necessary. Hexun tries its best but cannot confirm the authenticity, accuracy and originality of the above content, and Hexun does not make any guarantee or commitment.2024-05-14 09:25:03
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