wreckgame| CICC: Recently, China's assets have attracted a lot of attention. The opportunities in the A-share market still outweigh the risks

editor2024-05-13 06:33:0656

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[CICCWreckgameRecently, China has paid more attention to assets. At present, the opportunities in the A-share market are still greater than the risks.WreckgameCICC Research News said that recently, global investors have paid more attention to Chinese assets, and A shares and Hong Kong stocks have obviously reversed in the volatile environment of major stock markets such as the United States, Japan, Europe and India.Wreckgame.Wreckgame..

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[CICC: recent high attention to China's assets the current A-share market opportunities are still greater than risks] Securities Times e Company News, CICC Research News said that recently, global investors have paid high attention to Chinese assets. Under the volatile environment of major stock markets such as the United States, Japan, Europe, and India, A shares and Hong Kong stocks have rebounded significantly. Looking to the future, CICC believes that although it does not rule out a short-term recurrence of investor sentiment 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, and 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 the catalysis of policies related to new quality productivity is still expected to have relative performance in the medium term; green sectors such as new energy focus on the marginal changes in recent industrial policies, which help to reverse investors' expectations; recent event factors in the real estate chain bring phased performance, but sustainability needs to pay attention to the strength and rhythm of policy landing.

wreckgame| CICC: Recently, China's assets have attracted a lot of attention. The opportunities in the A-share market still outweigh the risks