The high-level finally couldn't sit still, and issued a number of gold medals over the weekend to save the market, A-shares are facing the biggest change this year, and next week to keep an eye on these three major sectors, foreign capital has been unable to hold back quietly, many people still don't know the end of the year's New Year's Eve demon stocks or the birth, of which the opportunity to change against the sky has finally come.
Although it is said that the last ten trading days will end in 2023, however, how much everyone expects to rise in the short term, it is unrealistic, and we can only grasp the plate in order to make ourselves suffer less losses under this bear market.
First of all, the first bullish sector is the brokerage, at the end of the week. The first single merger and acquisition of securities companies has finally started, and the merger of Guolian Minsheng has been approved, and yesterday the village will say that the construction of further investment banks and investment institutions will be further developed, and the first single merger of brokerages has come, and the integration of Minsheng and Guolian has been approved, after the merger, you can think about what is the name?Will it be called a national **?
You can play your point of view in the comment area, you must know that these two, it is a state-owned enterprise, their merger, basically belongs to a strong combination, we can see that the speed of mergers and acquisitions of this brokerage, is far beyond the expectations of the market, in less than half a month, there are two brokerage mergers and acquisitions implemented, last week was the merger and acquisition of the national capital of Zhejiang.
As a rider of the bull market, brokerages are really good for the entire industry, which is equivalent to the reform of the supply side. Moreover, at present, domestic brokerages are more involuted, if they want to become bigger and stronger, they will inevitably undergo restructuring and mergers and acquisitions, and it is very possible for small brokerages to be acquired and reorganized after the merger.
I hope that next week, but also to our A shares ignition, the front of the senior management on the proposal to be stronger, better and bigger bonds, this merger and reorganization, may be late, but never absent, the news of the restructuring began to land one after another, the entire brokerage company, is likely to detonate the relevant brokerage companies.
In the short term, there will be a lot of black chicken change payment, in one or four years when the north and south car restructuring, in the short term out of several times the **, I think, the current restructuring of brokerages and mergers and acquisitions and play there are three.
The second optimistic sector is naturally the media, for this media, I have been optimistic about the media for the seventh consecutive week. Next, during this period of New Year's Eve**, this media still has residual warmth, and now there are four industry betas in the core of the entire media sector, one is AI applications, and there is MI content, and there is short-term**, and in the end, it is data elements, and then due to the catalysis of these news, like this Open I and GP45 will develop this month.
This sector may be stimulated again at any time**, in terms of AI application, it is expected to continue to strengthen, so every adjustment, the media sector is a good opportunity to get on the car, and everyone should pay attention to this.
Then let's look at the third optimistic sector, that is, technology and digital economy, this must not be left behind, before the senior management also said that it is necessary to lead the construction of modern industries with scientific and technological innovation, and improve the resilience and safety level of the industry.
Let's go to see this plate, not a day or two, a week or two weeks, you have to at least month this unit to observe, it should be noted that any plate will have its own running rhythm, the most essential behind the rhythm is the choice of funds.
For directional opportunities, the two indispensable opportunities, this direction of its active funds is very much, the maintenance of the increment is also very good, so we can not leave behind this technology and digital economy, especially the superimposed state-owned enterprise reform, because this year, the reform of central enterprises or state-owned enterprises. It has become a main line at the end of the year, these three plates, we have to repeatedly sort it out, I believe it is very possible, you will be able to find this year's New Year's Eve demon stocks.