The big cake hit the low near 57700 again, and then rebounded to the 59000 mark and fluctuated. The three kongs we arranged yesterday all arrived perfectly, with the big cake harvesting 2000 points in total and the concubine harvesting 90 points, a three-hit combo!
For the morning big cake: step back to around 59000-58800, and look to around 59600-60000
For the morning concubine: step back to around 2520-2500, and look to around 2560-2600
Huafu Securities: Positive factors in A-shares are accumulating, and we can be more optimistic in the future
Yan Xiang, chief economist of Huafu Securities, said that the current positive factors in the A-share market are accumulating, and we can be more optimistic in the future. First, the profit cycle of A-share companies is expected to bottom out and rebound. From historical data, the year-on-year growth rate of PPI is highly correlated with the profits of A-share companies. With the oscillation and rebound of the year-on-year growth rate of PPI, the suppression of price factors on corporate profits will gradually weaken. Second, the continuous advancement of high-quality development of the capital market is of great significance for stabilizing market expectations and boosting investor confidence. Third, the current market valuation is at a historical low, and the investment value is prominent. In terms of allocation, the current dividend strategy still has allocation value. "Low valuation + stable profit" is the long-term effective source of the dividend strategy. The technology growth sector represented by TMT is also worthy of special attention.
