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[CICC: the current A-share market opportunities are still greater than risks] according to the Securities Times, CICC's latest strategy report points out that recently, global investors have paid high attention to Chinese assets, and A shares and Hong Kong stocks have rebounded significantly under the volatile environment of major stock markets such as the United States, Japan, Europe and India, especially Hang Seng state-owned enterprises.Crashhugeadventure...
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[CICC: current A-share market opportunities are still greater than risks] Securities Times News, CICC's latest strategy report points out that recently, global investors have paid more attention to Chinese assets, and A shares and Hong Kong stocks have rebounded significantly under the volatile environment of major stock markets such as the United States, Japan, Europe and India. In particular, the Hang Seng China Enterprises Index has risen 16.5% so far this year, leading the world's major stock markets higher. The A-share Shanghai Composite Index and Shanghai and Shenzhen have both risen about 6% since the beginning of 300. Looking to the future, although we do not rule out the possibility that investor sentiment will repeat in the short term after a sustained rebound, combined with the above changes superimposed by the current low valuation level of A-shares, the repair of the A-share market since February may not be over. the current A-share market opportunities are still greater than the risks. In terms of allocation, the TMT field driven by the expectation of scientific and technological progress and driven by policies related to new quality productivity is still expected to have relative performance in the medium term.CrashhugeadventureGreen sectors such as new energy focus on the marginal changes of recent industrial policy, which helps to reverse investors' expectations; the recent event factors of the real estate chain bring phased performance, but sustainability needs to pay attention to the landing strength and rhythm of the policy. Proofread: Zhu Tian Ting