The index closed the doji four times in a row, the daily level sentiment continued to freeze, and it was necessary to test 2724, the index monthly line set a historical record for six consecutive yin, and the probability of closing the sun in February was high, ** is about to start. However, the amount of funds before the holiday can be insufficient, and the strength of market repair will be relatively weak.
Recent trends in the Shanghai Composite Index.
*: Dianzhang Finance.
The central bank will cut the reserve requirement ratio by 05 percentage points, which will release liquidity to the market. Northbound has been flowing in for 3 consecutive days, and the market may be building a second foot, so how to grasp the opportunity of low-absorption test is particularly important!
This week's gathering is expected to be a special assessment and two sessions
China Special Valuation + State-owned Enterprise Reform: The state-owned enterprise reform strategy for the beginning of 2024 will be released. With the guidance of policies and the further deepening of the reform of state-owned enterprises, the valuation and profitability of central state-owned enterprises have a lot of room for development. The next opportunity will extend to the second opportunity of the state-owned enterprise reform branch, and we can continue to tap the opportunity for the diffusion of low-level supplements.
Expectations of the two sessions: At present, the market can latent policy core expectations in advance. The main direction of performance expectations and the lurking of the main funds is the concept of exchanging time for space. Next, we will focus on the opportunities of large consumption, pension concepts and small and medium-sized enterprises, as well as opportunities for low-level latent enterprises.
[Performance growth + superimposed prefix].
Zhongji Health: Under the state-owned assets of Xinjiang Production and Construction Corps, the net profit is expected to increase by 206% year-on-year in 202369%-321.7%。
CITIC Metal: The company is mainly engaged in metal business, and the major shareholder is CITIC Group.
Zhongma Transmission: The company is the leading pickup truck transmission in China, and its net profit is expected to increase by 63% year-on-year in 202333%-87.01%。
The content is from Chen Yixiao's chief training camp on February 1).
Chen Yixiao, Chief Investment Consultant of Aniu Intelligent Investment Certificate No.: A0460623110005 Business License: 91370100724977116
If the content involves** is for reference only and does not constitute any investment advice! Investment is at your own risk. Investment is risky, and you should be cautious when entering the market.