Recently, the managers of E Fund, Bank of Communications Schroders, Wanjia, ABC Huili, Penghua and many other ** companies accepted the investigation of Tiantian**.com. According to the survey data, 76% of the ** managers believe that the ** field will be dominated by ** in 2024;24% believe the market will hold**;No one is bearish. The result is not much different from last December.
A number of ** managers said that under the combined influence of multiple factors, the ** field will go down in 2023. However, as we enter 2024, positive factors continue to accumulate, and the overall optimism can be maintained.
Ping An** analysis believes that the current valuation of the A** field is low, and with the slow repair of the profit side and the improvement of internal and external liquidity, the market may be ** in 2024.
Judging from the new ** issuance at the beginning of the year, the signs of the low-level layout of the public offering ** are also more obvious. Choice data shows that from January 10 to the end of January, a total of 53** will enter the offering period (different shares are calculated separately), and the equity category** accounts for the majority. In terms of market style, the most optimistic index for ** managers is the CSI 500 Index, followed by the CSI 300 Index, and the ChiNext Index has also received a certain number of votes. At the same time, according to Tianfeng**, the equity category has been raised for two consecutive weeks. According to the survey results, the technology sector is the most optimistic area for managers in 2024, with a vote rate of 71%. Choice data also shows that as of January 9, in the past month, the industries with more institutional surveys are electronic equipment manufacturing, computer software, general equipment, and semiconductors, with more than 1,000 surveys, far exceeding other industries. "Since October 2023, the consumer electronics industry cycle has seen a bottom reversal. Zhang Shiluo, manager of Xingyin Strategic Selection, said that with the listing of flagship phones of major mobile phone companies, relevant industrial chain companies will gradually end the high inventory state in the past two years. At the same time, the substantial transformation and innovation of consumer electronics, which has been almost stagnant for three years, is also expected to change in 2024 with the implementation of AI applications. The bottom of the cycle is superimposed on the innovation cycle, which may bring greater industrial opportunities, and the ** around science and technology, especially the direction of electronics, may appear. Baoying** also believes that the launch of new consumer electronics products and automotive intelligence may drive the recovery of the global semiconductor industry chain in 2024, and the industry's prosperity is expected to gradually pick up. At the same time, key areas such as storage, etc., have made significant progress in destocking, and may be able to achieve recovery in advance in the future. With the landing of a new round of imported equipment and the market demand for advanced semiconductor manufacturing processes, major domestic manufacturers will start a new round of semiconductor equipment expansion, which will drive the recovery of the materials field. The second direction in the "favor list" of ** managers is the pharmaceutical sector, which is also one of the sectors that attracted the most attention of ** managers in December last year. According to the results of the survey, the vote rate of the pharmaceutical sector was 62%, a decrease of 12 percentage points from December last year.
Judging from the flow of ETF funds at the beginning of the new year, the technology and pharmaceutical industries are still the main direction of capital attention. According to Choice data, among industry and thematic ETFs, in terms of net subscription share, as of January 8, semiconductor, pharmaceutical and other products have ranked high this year, such as ChinaAMC CNI Semiconductor Chip ETF and E Fund CSI 300 Pharmaceutical ETF have received net subscriptions of nearly 1.1 billion and 800 million respectively. In addition, the survey shows that the consumption and high-dividend sectors have also received a certain amount of attention from ** managers, with a vote rate of %. In 2024, technology growth is expected to become the main line of the market, and there are opportunities for valuation repair and becoming the first auxiliary line in the direction of consumption, manufacturing, finance, and resources. He Qi, the mixed manager of the digital industry of Western Lid, said.
Article**: Shanghai **Daily).