概要
[JufengInvestmentAdviser:”Bullmarketflagbearer”dailylimitwaveA-shareshaveaperfectendingtostartanewbustlingnextyear?】ThemostimportantbootsinthefourthquarterlandedsuperimposedonthestrongfundamentalsupportofthemarketandthereleaseofthepreviousadjustmentriskthemarketriskappetitewillriseagainWiththeacceleratedrecoveryofeconomicfundamentalsandreasonableampleliquiditythelogicofthemarket’spositivetrendhasnotchangedandthestructuralmarketisstillworthlookingforwardto
Viewpoint: The most important boots in the fourth quarter landed, superimposedmarketWith strong fundamental support and the release of previous adjustment risks, market risk appetite will rebound in a concentrated manner. With the accelerated recovery of economic fundamentals and reasonable abundance of liquidity, the logic of the market’s positive trend has not changed, and the structural market is still worth looking forward to.short term,importantmeetingAfter setting the tone and the implementation of overseas stimulus plans, market confidence has regained.Shanghai IndexNew high andStart a businessUnder the rebound of the stock market, the New Year’s Eve market and the Spring Festival market are eager to try.motivationWill or will continue.
Throughout the day, the index opened higher and moved higher,SecuritiesThe plate’s intraday rise led the index to strengthen, andthemeStocks also moved collectively, increasing the enthusiasm for market trading. With good news from many sources, the market moved across the board and ushered in a strengthening across the board. However, with the official launch of the vaccine, some vaccine concepts ushered in a dive, and the market fluctuated and dropped.
It is worth noting that today is the last trading day of 2020. On the basis of yesterday’s market strength, the market continues to be hot today, which can be said to have drawn a perfect end to the whole year.In the last trading day, the securities sector, which is the “bull market bearer”, continued to soar, and the multi-stock daily limit stimulated market sentiment; in addition, semiconductors and other theme stocks also frequently exerted their forces, especially those that were oversold.Technology stocksThe continued rebound also seems to indicate that with the rebound of market risk appetite, the repairability of these theme stocksdemandIt is also greatly improving.
Looking forward to the coming year, the market may usher in a new boom, especially in the first quarter of the coming year. With the support and boost from multiple parties, the market is expected to continue to expand upward.
On the one hand, the trend of accelerating economic recovery is more obvious, forming a strong support for the market. At present, this support will be obvious at least in the first quarter of next year. The improvement of macro fundamentals is also one of the foundations for the historical improvement of indexes; on the other hand, reform and opening up will continue to boost the market.capitalThe deepening reform of the market is in full swing, whether it is to increase the listingthe companyquality, Or a comprehensive delisting system, will bring new weight changes to the market, and will continue to promote the market to mature and stabilize.And the continuous opening up is bringing more internationalfundsIn addition, it is also optimizing the market’sinvestmentThe concept continues to mature; in addition, the current liquidity is relatively loose, and important meetings also stated that the policy will not make a sharp turn, which also provides a medium-term boost and support to the market.
Of course, returning to history, in the past 12 years, the probability of major indexes rising in the first quarter is greater than or equal to 50%, and the spring market does exist.Judging from the monthly performance, February is the climax of the spring market, and the probability of Wind A rising is as high as 75%.MedianIs 3.13%, achieving a goodPerformancewhich performed.
Therefore, given the boost and benefits of many parties, we can be appropriately optimistic about the market in the coming year, especially in the first quarter of next year, continue to be optimistic about the room for market expansion.
On the whole, we continue to be optimistic about the market’s upward trend and stick to the balanced allocation strategy. Investors are advised to pay attention to the following opportunities: One is the weekly sector.Focus herebankWaitFinancial stocks, And inlongCars, home appliances, etc. that are booming and have strong annual performanceconsumptionSector; the other is related fields such as science and technology mentioned in important conferences, especially in my country’s autonomous and controllable fields such as electronics,computer,newMaterial industryIt may usher in a good development opportunity. The short-term market risk appetite is expected to gradually rise, and it can be used to bargain for high-quality leaders in the technology and medicine segments that have undergone adjustments in the early stage.
(Source: Jufeng Finance)
(Editor in charge: DF515)
Solemnly declare: The purpose of this information is to spread more information, and it has nothing to do with this stand.