rouletteseries| CITIC Securities: Many positive factors are accumulating various types of funds to promote the comprehensive restoration of China's assets in the near future

Newsletter summary

[Citic Securities: many positive factors are accumulating all kinds of funds to promote the comprehensive repair of Chinese assets in the near future] Securities Times e Company NewsRouletteseriesCitic Securities Research Daily saidRouletteseriesThe macro policy environment continues to improve, many positive factors are accumulating, and all kinds of funds rush to promote the recent comprehensive repair of China's assets.Rouletteseries.Rouletteseries..

Text of news flash

[Citic Securities: many positive factors are accumulating all kinds of funds to promote the recent comprehensive repair of Chinese assets] Securities Times e Company News, CITIC Securities Research newspaper said that the macro policy environment continues to improve, many positive factors are accumulating, all kinds of capital rush to promote the recent comprehensive repair of China's assets, optimism is budding, the market has returned to normal, it is suggested to play down the game. Configuration focuses on three main lines: high-performance growth, low-wave dividends and active themes. First of all, judging from the recent intensive positive factors, first, the tone of real estate policy has changed significantly, and the predicament of the industrial chain is expected to be reversed; second, the market has entered a performance vacuum in the short term, and the performance in the first quarter is expected to be the annual low; third, some industry policies have begun to focus on production control and price protection, improving the competitive pattern and corporate profitability; fourth, the logic of going out to sea has been widely recognized by the market, opening the growth and valuation ceiling of traditional industries. Secondly, from the perspective of the incremental capital structure of the market, the rapid increase of private equity positions and the intensive inflow of northward trading funds have brought increments to A shares, while southward capital inflows and rebalancing of foreign investment in Asia-Pacific have accelerated the development of Hong Kong stocks. Finally, from the perspective of the ecology of the market, investors have emerged from the atmosphere of excessive caution, and the normalization of IPO also marks a return to normal.