p2egames2023|中金：A股节后有望“开门红”

Newsletter summary

CICCP2egames2023A-share is expected to get off to a good start after the festival. CICC Research News said that during the May Day holiday, the world's major stock markets generally rose, especially the performance of assets related to China. Looking forward, taking into account the current overall valuation of A shares is not high, the history of vertical and globalP2egames2023...

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CICC: a-share is expected to get off to a good start after the festival. CICC Research News said that during the May Day holiday, the world's major stock markets generally rose, especially the performance of assets related to China. Looking forward, considering the current low overall valuation of A-shares, historical vertical and horizontal comparisons with major global markets have good investment attraction, A-share repair market is still expected to continue, market opportunities outweigh risks, combined with the domestic and foreign environment during the May Day holiday, A-shares are expected to have a "good start" after the festival. In terms of allocation, combined with the statement of the real estate sector at the recent meeting of the political Bureau of the CPC Central Committee, the relevant sectors are still expected to have phased performance in the future, and it is necessary to grasp the allocation rhythm combined with the implementation of policies; the TMT field driven by the expectation of scientific and technological progress and the catalysis of new productivity policies is still expected to have relative performance in the medium term. External factors and supply clearing bring opportunities for the upstream resource goods industry, continue to pay attention to gold, petroleum and petrochemical, non-ferrous metals and other resource sectors; capital market reform has brought new catalysis to the financial sector, and investors' attention has increased in stages.