Healthcare Feb 16, 2022 05:19 PM (GMT+8) · EqualOcean
Haitong Securities said that in the case of insufficient capacity, growth stocks have been significantly differentiated today. The probability of continued rebound of growth as a whole is small, and the selling pressure of overvalued sectors always exists. Therefore, there are structural opportunities for growth stocks, but it is difficult to grasp, so they can only participate moderately. At present, the overall market is still rebounding rather than reversing, and short-term repeated shocks are inevitable. Therefore, it is still recommended to focus on the defensive sector in strategy, waiting for the digestion of overvalued sector valuation and the landing of peripheral boots. In terms of configuration, it is still recommended to try to arrange undervalued varieties that meet the expectations of stable growth, move less and look more carefully, and pay attention to infrastructure, steel, petrochemical, construction and other sectors.