May 09, 2021 11:16 PM (GMT+8) · EqualOcean
With the callback of growth plates such as pharmaceuticals and semiconductors, a shares fell again in the week, while pro cyclical plates such as mining and steel continued to strengthen. Looking forward to the future, how long can this round of Pro cyclical market last, and when can the growth plate which has been optimistic about by institutions regain its upward trend? In the view of securities companies, the current valuation of outstanding cost-effective, can advance the layout, continue to see more "red may" market. In terms of aftermarket allocation, "Pro cycle + cost performance + high prosperity" three main lines deserve attention.