Jan 24, 2022 08:59 AM (GMT+8) · EqualOcean
China Galaxy Securities pointed out that the macroeconomic downturn in the first quarter and the congestion of some track transactions were important factors restricting the upward market, but the abundant market liquidity and the relatively loose money credit cycle supported the market. In terms of industry, the recent risks of new energy related industries have been released; Some industries with poor early performance, such as big finance, have no significant signs of improvement in fundamentals, but their valuation is low and defensive.