Financials, Technology Jan 17, 2022 08:19 AM (GMT+8) · EqualOcean
Shanxi Securities said that at present, the overall mood of the A-share market is relatively low, but the "high-low switching" trend is becoming clear. We believe that the adjustment of MLF and LPR next week may re boost market confidence, and the liquidity is expected to be marginal and large before and after the Spring Festival, driving the market to return to "agitation". At present, although there is great uncertainty in the economy at home and abroad, there is no need to be overly pessimistic. China's domestic economic fundamentals and stability are relatively better than those in other markets. The trend of foreign capital entering the market remains stable for a long time, and the winning rate of defense is high in the short term. It is suggested to focus on undervalued consumption, national defense and military industry and other plate opportunities.