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Guangzhou Wanlong believes that the market has shifted from the early stage where macro marginal improvements attracted smart money, to the current phase where the profit-making effect of the stock market's sharp rise is drawing in more funds. In the previous stage, valuations were prioritized, and high-quality undervalued stocks surged first. However, this stage is characterized by a focus on attention-grabbing sectors, with the most eye-catching sectors receiving the most capital. Among the sectors, financial supply-side reforms, flexible displays, and 5G concepts are currently the most attention-grabbing. The 5G hype is already in its second wave, with the sharp rise of Dongfang Communication (600776) largely due to its status as a "market leader." Meanwhile, flexible displays are regaining momentum after the first wave of adjustments, and although stocks related to financial supply-side reforms have already started to rise, this concept is just beginning to take shape. Furthermore, more favorable policies are expected to be announced during the Two Sessions, and major players are likely to take advantage of the Two Sessions' momentum to speculate on certain sectors with strong expectations, signaling the arrival of a new round of thematic investment opportunities. Jufeng Investment Advisory: The market is transitioning from an oversold rebound to a medium-term rebound. Last Friday, a surge in brokerages, 5G, and venture capital stocks led to a wave of limit-ups, pushing the Shanghai Composite Index above the 2,800-point mark. Over the weekend, positive news such as deepening financial supply-side reforms and the pilot registration system of the Science and Technology Innovation Board will further drive the market higher. Given that market turnover has surged to 600 billion yuan, the medium-term rebound trend of the broader market is expected to remain intact, with the potential to further expand the rebound space. Investors are advised to focus on oversold, high-performing, low-liquidity stocks, as there are opportunities for bottom-level stocks. Yuanda: On Monday, the Shanghai Composite Index opened higher and climbed steadily, holding above the annual line. After repeatedly fluctuating and rising last week, the index reached a peak on Friday, and market trading sentiment continues to warm up. Additionally, the recent surge in broker stocks, considered the "wind vane" of the stock market, led to a wave of limit-ups. Over the past two weeks after the Spring Festival, the brokerage sector has risen by 24%, and amid the violent rebound of the index, some brokerage chiefs have even claimed that the "prosperous spring market may exceed expectations," with the market's profit-making effect continuing to strengthen. From a capital perspective, northbound capital has achieved net inflows for 18 consecutive days, indicating that various forces remain optimistic about the A-share market. Currently, the weekly chart of the broader market has shown seven consecutive weeks of gains, and market sentiment has already been activated, with the possibility of achieving an eighth straight week of gains. In terms of hotspots, the financial sector is undoubtedly the biggest highlight, with extensive policy announcements over the weekend deserving close attention. Huachuang Securities: The proposal of financial supply-side structural reforms has laid the foundation for a subsequent bull market. 1) Based on the trends in leading global countries, China is entering a post-industrial phase, where the large-scale growth of enterprises and participation in global competition are becoming trends. This will be accompanied by the large-scale growth of financial institutions, with a focus on industry leaders. 2) Against the backdrop of financial opening, financial supply-side structural reforms are crucial for ensuring financial security and asset pricing power. 3) The trend of financial markets concentrating on industry leaders is clear, enabling better use of scale advantages to support the real economy. 4) Policies aimed at revitalizing capital market activity and promoting industry consolidation through mergers and acquisitions are expected to be introduced to support the reform process. In terms of market style, a more balanced style is emerging, and a large-scale style shift is not ruled out. 1) Historically, style shifts have occurred at the end of economic recessions and in the early stages of recovery, with small- and mid-cap growth stocks benefiting from earnings flexibility and achieving significant relative returns. 2) After three years of valuation adjustments, small- and mid-cap growth stocks now have a favorable risk-reward ratio with a considerable safety margin. 3) Capital market institutional innovations, the two-way valuation uplift from the Science and Technology Innovation Board, and the expansion of MSCI will all benefit the growth style. In conclusion, there is a trend of "foreign capital setting the stage, while domestic capital takes the lead" this year.