Healthcare, Financials Jan 17, 2022 08:38 AM (GMT+8) · EqualOcean
Zhongyuan Securities said that PPI fell, CPI remained moderate, and domestic short-term inflation pressure was not large. Financial data began to improve, and M2 and social finance rebounded simultaneously. M2 rebounded more sharply, indicating that the equal width monetary policy of RRR reduction in the early stage has achieved initial results; The synchronous growth rate of social finance is accelerated and the pace is slightly slow, indicating that the problem of insufficient demand still restricts the implementation of steady growth. Next, the wide credit policy is expected to speed up to achieve the goal of steady growth in the first quarter. The market may look for a phased bottom in the plate rotation. It is recommended to maintain 80% of the position and pay attention to electronics, computer, medicine and other industries in the short term.