During the Spring Festival, the ** live broadcast room can be described as full of "New Year's flavor", from making dumplings, cutting window flowers, flower arrangement, to visiting "Erbin", talking about movies, talking about customs, "proficient in eighteen kinds of martial arts", in a variety of celebrations, talk about New Year's investment opportunities.
In addition to the live broadcast, many managers choose to "stick" to the front line of social platforms, taking advantage of the market recovery a year ago, and actively interact with investors. At the same time, there are also ** managers who actively reflect on the holidays and summarize their investment thinking.
Chinese New Year's Eve live broadcast to talk about the New Year
Although the Spring Festival holiday has not yet ended, the live broadcast rooms of Yinhua**, CITIC Prudential**, and Huiquan** have begun to "open", from explaining folk customs such as "welcoming the God of Wealth" and "sending the five poor", to watching fireworks in the live broadcast, visiting "Erbin", chatting about "Hot and Hot", "Article 20" and other Chinese New Year movies, which can be described as lively.
On February 9, Chinese New Year's Eve, the live broadcast event of Bosera ** was even more "hot", and the live broadcast room invited ** manager Guo Sijie, Ni Yujuan, Li Yucheng, Lu Bangwang, Yu Boyang and many other guests to make dumplings, cut window flowers, arrange flowers, talk about Chinese New Year's Eve dinner, and chat with investors about New Year's investment topics that everyone is concerned about.
Ant Fortune.
Cast a good fortune", in the live broadcast room, the five ** managers talked about a lot of "dry goods" for New Year's investment.
Looking ahead to 2024, Guo Sijie said that geopolitical conflicts are still ongoing, and the global economy is still in the recovery stageThere has been no change in the long-term upward trend of China's economyAccording to the World Financial Forum's 2024 World Economic and Financial Outlook Report, China's economic growth rate in 2024 will still lead the world's major economies. ”
From the perspective of the domestic macro environment,Ni Yujuan expects that in 2024, the domestic monetary policy will continue to maintain a steady tone, maintain reasonable and abundant liquidity, moderate credit growth, and create a suitable environment for the recovery of the real economy. Under the flexible, moderate, precise and effective monetary policy, the combination of quantitative reform will help guide the steady decline of social financing costs, promote investment, stimulate the vitality of micro subjects, and promote the recovery of internal circulation vitality.
The foundation of economic recovery is still advancing, and both monetary and fiscal policies are protecting the continued recovery of the economy at the margin. In this context, Yu Boyang also believes that at least the monetary policy will maintain a relatively loose toneThe bond market in 2024 is still worth looking forward to.
Positive interaction on social platforms
In addition to participating in live broadcast activities, there are also many ** managers who are still active on social platforms during the Spring Festival and actively interact with investors.
Based on the recovery performance of A-shares and Hong Kong ** market before the holiday, Jiang Cheng, manager of Zhongtai Asset Management, saidThe post-holiday market performance will depend on the next additions, it may be a change in fundamentals, the performance of the periphery, new policies, etc.
Shi Hongjun, manager of Xueqiu Pengyang, believes that one of the important factors affecting the performance of China's economy and equity market in 2024 is that the dislocation of the Sino-US economic cycle may enter the second half. The pace of US economic growth is likely to slow sharply as household incomes and business profits decelerate, credit and investment momentum weakens, and real interest rates climb. WhileIn anticipation of continued policy stimulus, consumer and investor confidence is expected to gradually recover, and the economy will continue to recover modestly. At the same time as the follow-up market investment opportunities, Li Yixuan, the manager of Yinhua, also shared her thoughts on investment, and the two key words she gave were sensitivity and insensitivity respectively. "Maintain sensitivity, from the global market to domestic economic policies, to the first market, listed companies, there are many events happening all the time, many factors are changing, we must maintain a certain degree of sensitivity, identify the core contradictions in different time periods, and may cause quantitative changes to qualitative changes at the inflection point. At the same time, for the emotional market, Li Yixuan believes that it is also necessary to have some dull sensitivity, focus on long-term unchanged basic facts and common sense, and have the ability to resist difficulties in a complex and changeable environment. Reviewer: Xu Jinzhong Editor: Ya Wenhui Proofreader: Jiao Yuanyuan Producer: Li Ruoyu Signed: Peng Yong