Jan 23, 2022 10:49 AM (GMT+8) · EqualOcean
Guotai Junan strategy research report pointed out that the market adjustment has been gradually digesting the negative expectations at the denominator. With the relay of steady growth, the valuation repair is on the way. In terms of industry allocation, grasp the value in value. The market value is relatively dominant, and the rate of correction of pessimistic expectations is superimposed according to the order of steady growth. It is recommended that: 1) consumption: accelerate the expected bottom, recommend the pigs, household appliances, furniture, social service / tourism, Baijiu and other directions that are supported by performance and negative expectations. 2) Infrastructure: improve infrastructure investment, help "revitalize infrastructure" exceed expectations in the future, and recommend building materials, construction, power operation and other directions; 3) Finance: securities companies and banks; 4) Consumer electronics.

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