(Information source: Guotai An Market Global Financial Information Analysis System)
Looking back at the market before and after the National Day and Spring Festival Golden Week in the past years, the pre-holiday market is mostly bland, and the funds are hovering in the holdings or holdings of coins. They choose to drive the wait-and-see atmosphere. People in the industry believe that the blandness before the holiday has been used by the market, and the trend after each holiday is the result of pre-holiday. Therefore, although the market may be bland, it may not be a good time to be able to find pearls from it.
In terms of excavation, Cod Investment recommends two considerations, one is the aorta of the market, and the other is the hotter concept in the market.
As far as the aorta of the market is concerned, the current non-weighted stocks are none other than. In terms of the selection of weight plates, Cod Investment believes that it should be mainly configured around economic data. Based on the big data of CPI, PPI and loan amount, banks and real estate are expected to shoulder the heavy responsibility of picking the big beams.
In terms of market hotspots, the hottest recent speculation is the increase in shareholder holdings. From China Life's increased holding of China Merchants Bank to the capital injection of Bohai Logistics major shareholders, it is good news for value investment.
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