Apr 26, 2021 09:29 AM (GMT+8) · EqualOcean
Guosheng securities research report said that the phased market will still be in the window of bottom-up selection structure. The change point will not appear until the economic clues are clearer in June and July. Investment strategy: along the three main lines to explore structural opportunities, the first quarter performance growth rate is high, while the follow-up is expected to continue to maintain high prosperity of new energy, semiconductor, chemical and other sectors; PPI up, carbon neutral related steel, nonferrous metals, coal and other sectors; The growth rate of the first quarter report is the second, but the market does not fully expect the industry, and the performance of the follow-up sectors is expected to continue to improve compared with that of the leisure services, construction and other sectors.