Financials Jan 23, 2022 06:19 PM (GMT+8) · EqualOcean
Chen Guo team of CSC strategy released a research report that at present, positions should not be reduced and positions should be gradually increased next week. The recent negative concerns have basically been reflected by the market, or will fall to the ground or be excessively worried: compared with Hong Kong stocks and funds going north, the A-share market is pessimistic enough about the economy. At present, China is in the "double width" cycle of wide money + wide credit, and there is still room for further easing in the follow-up. With the gradual force of the steady growth policy, the market doubts are expected to improve, and the interest rate cut will gradually show the improvement of the numerator end and the denominator end. At the same time, after the Spring Festival, the market risk appetite has improved, the issuance of new funds has warmed up, and the FOMC meeting of the Federal Reserve next week makes the expectation of raising interest rates bearish, which is expected to form a favorable time window from after the Spring Festival to before the two sessions. At present, our view on the follow-up market has become more positive. It is suggested to cherish and grasp the upcoming counter attack market.