Hualong ** pointed out that the internal and external environment faced by the market is gradually improving, and the market valuation is low, and the attractiveness is increasing. The market is at the bottom of the valuation area, and there are more opportunities for industry layout. The core main line can focus on the direction of "new kinetic energy" to promote high-quality development. Industry attention: electronics, industrial Internet, artificial intelligence, new energy, etc. The direction of supply-side reform lays out the transformation and upgrading of traditional industries, and digitalization promotes the opportunities brought by efficiency improvement, cost reduction, and capacity optimization. You can pay attention to non-ferrous metals, building materials, finance, etc. Theme focus: state-owned enterprise reform, special valuation, new infrastructure, pro-cyclical, etc.
Yuanda believes that the index showed a bottoming out and rebounding trend on Monday, but the time-sharing trading volume of the index rebounded in the afternoon was not significantly enlarged, and it remains to be seen whether the follow-up can be further repaired. At the daily level, the index walked out of the small white line that encompassed the negative candlestick of last Friday, and launched an attack on the 5-day line, which was in danger of holding here. It is expected that there will be a process of competition for confirmation between long and short, after all, the volume has shrunk significantly. The GEM refers to a similar trend, standing above the 5-day line for two consecutive trading days, but after all, there are other ** suppressions above, and further efforts are needed to cooperate if you want to turn from flat to long. The BSE 50 is relatively strong, which reflects the characteristics of the current market that is still a stock game. In terms of operation strategy, the index was in a narrow range on Monday and finally closed in the red, indicating that the funds still recognized this position. It's just that the plates rotate rapidly, and in the short term, the hot sectors that lack the money-making effect will not be conducive to the rapid bottoming of the index**. In the short term, it may maintain the first consolidation pattern.
Aijian pointed out that in 2024, the market will gradually come out of the bottom and begin to resume the upward road, and the market will gradually change from the stock game to incremental innovation. It's just that the speed of the rise needs to be verified by mutual verification between expectations and reality, and it will not be too fast, but the overall optimistic expectation will increase, which is the basis of market security. From the perspective of opportunities, whether it is trading opportunities or trend investment, low-level track assets are good investment varieties. From the perspective of the industry, the TMT sector is still the main area of capital focus, whether it is the background of the rapid development of global artificial intelligence, or the construction of the domestic digital economy and modern industrial system, it must be based on science and technology. At the same time, investment windows in industries such as culture and media, education, leisure services, medicine, and smart cars in emerging consumer fields have emerged, which deserve medium and long-term attention. From the perspective of stable allocation, traditional consumption sectors such as food and beverage, home appliances and other industries are expected to receive long-term capital attention, but the elasticity is relatively small. From the perspective of thematic opportunities, the policy driving forces such as state-owned enterprise reform, new industrialization, digital economy, artificial intelligence, biomanufacturing, commercial aerospace, and low-altitude economy are expected to be further strengthened.