Ran Chenglin: The 3,000-point competition may have just begun, and there are opportunities for value and growth
The market has a high probability of reversing in this position, but it is unlikely to go up directly, and it is necessary to repeat it, to grasp the rhythm, and to sell high and buy low in the short term, which is the position of adding positions.
Personally, I am more optimistic about the opportunities of core assets represented by the CSI 300, although it is slower in the short term, but it is safe enough and has high certainty, and it is expected to outperform the general trend in the long run. For example, such as large consumption, medicine, medical auto parts, new energy photovoltaic lithium batteries, these are in a relatively low position. The other is the recent performance of artificial intelligence as the representative of the more eye-catching technology tickets, which is also the pursuit of short-term high returns aggressive investors should pay attention to.
In the context of the lack of significant continuous amplification of quantity and energy, theme stocks will still be the protagonists of the market, such as artificial intelligence, humanoid robots and other related subdivision leaders are worth paying attention to.
He Yuansheng: The increase in market activity is related to these directions
* After the eight consecutive yang, it is obviously active, at this time we must actively grasp the opportunity to operate, it is recommended to pay attention to the following directions.
First, focus on policy-related directions. As important meetings approach, we need to pay close attention to the dynamics of the meetings and the impact of the meetings on the market. In previous years, it was generally in the direction of environmental protection, energy, and carbon neutrality. You can also pay attention to these.
Second, the field of artificial intelligence. From ChatGPT to Wensheng** technology continues to mature, the popularity of the artificial intelligence industry continues to increase, and the national high-level has also held relevant special recommendation meetings, which also demonstrates the country's attention to the industry.
Third, some of the over-falling high-dividend tech growth stocks. In order to avoid risks, those junk stocks that are speculating, take advantage of this adjustment, and avoid them.
Fourth, new quality productivity. It is the new direction and new impetus for the future development of the country, and the prospects of some scientific and technological intelligence are very broad. Fifth, we can pay close attention to listed companies of central enterprises. As investors continue to deepen their investment philosophy, more and more investors are beginning to pay attention to fundamentals and long-term value. This also makes the ** core assets and the ** of medium and special valuation will attract attention. Therefore, the ** of core assets and the ** of medium and special valuation may be a main direction of attack in the market.
The market is not over, optimistic about the reform of state-owned enterprises and new energy
The market is not over, the current is just a retracement after a large profit. There are two main reasons, one is the core of the industry, our macro policy-oriented economic repair and liquidity easing, the return of funds has not reversed, and there has been no major change, and the second is that the repair of the industry sector and the first has not been completed.
The market is facing the best in the short term, mainly after the eight consecutive yangs, which has accumulated a large increase, and at the same time, there has been no continuous inflow of large funds when the fundamentals are repaired, so I think we should not have to chase the rise and fall too much, and should allocate some low-valued and high-performing growth stocks on dips.
Optimistic about two directions, one is the reform of state-owned enterprises, which has recently been supported by various favorable policies and heavy policies. Another optimistic about new energy, three consecutive years of adjustment, a lot of weight class ** has been adjusted very in place, coupled with the performance announced by the Ningde era last year, there was no significant loss, but there is a certain increase, coupled with policy support, I think the next new energy has been adjusted in place in this direction must be an opportunity.