Consumer Staples Sep 27, 2021 08:24 AM (GMT+8) · EqualOcean
With the National Day holiday approaching, many institutions believe that the active funds in the venue before the festival may tend to wait and see, and the structural disturbance factors still exist, but there is no systemic risk in the market. Looking forward to the market in the fourth quarter, under the background of style rebalancing, the market value and heavyweights may drive the emergence of new investment opportunities. In addition, YueKai Securities believes that the National Day holiday is a traditional peak consumption season, which directly benefits the large consumption sector. It is suggested that investors should pay attention to three main lines: first, the investment opportunities in the pre hi sector of the third quarterly report; Second, investment opportunities in large consumption sectors with high pre festival success rate; Third, investment opportunities for leading high-quality securities companies in wealth management transformation.