In addition, early strong ports, shipping and other plates also appeared in the early adjustment, and after the full consolidation of the aviation, wine, semiconductor plate today there are signs of strength again.According to Industrial Securities, there is a high degree of certainty for China’s full economic recovery in 2021, and there is a large room for improvement in the performance of the catering, tourism, hotel, film and television, aviation, shipping, medical beauty and medical services and other service industries, which will help open up the room for stock price growth.Against the macro background of a full economic recovery next year, the per capita disposable income of urban residents is likely to improve substantially, which is conducive to a sharp increase in the demand for catering, tourism, hotel, film and television, aviation and other service industries, and thus to a substantial increase in performance.
Huaxin securities pointed out that back and forth seesawing market, whether it is the main board or shenzhen market, the interval shock is the main tone.The growth enterprise market, close to a phase of continuous adjustment, the adjustment on the space close to 8%, basic regression case under the rail, and short-term index level analysis, think the adjustment has entered the end stage, so for investors, the appropriate warehouse out nearly a stage sharp spike pro-cyclical, instead bottom or would be more feasible strategy of science and technology.Zhongyuan Securities believes that the Shanghai index continues to fluctuate in a narrow range around 3350 points, and the characteristics of stock game are relatively significant.In the future, the stock index still needs a strong external force to break through the board. It is suggested that investors pay close attention to the policy changes while paying careful attention to the opportunities of short-term catch-up in some cyclical industries.The short-term advice focuses on investment opportunities in cyclical industries such as nonferrous metals, chemical fiber and automobiles, while the middle advice focuses on investment opportunities in some blue-chip stocks with low valuations and excellent performance.Pacific Securities said that in the first half of 2021, the periodic profit peak will be reached, and the normalization of domestic and foreign currencies will not support the significant improvement of market valuation. Performance growth is needed to digest the valuation, and whether the performance can be realized will determine the trend and amplify the market volatility.Based on the current high valuation of consumption and growth, subsequent consumption and growth will generate more profitable money. Weighted industries such as financial real estate still have room for valuation improvement with the establishment of the trend of economic recovery.It is expected that the top range of SSE Composite Index in 2021 will be between 3500 points and 3800 points, and the bottom will be lower or at 3000 points.In the first quarter of 2021, there will be multiple catalysts, such as economic recovery (economic peak), abundant liquidity (relatively active bank lending at the beginning of the year, periodic hedging of monetary policy), policy catalysis (two sessions, 14th and 5th sessions), external detent (vaccine launch, phase detent of China-Us relations), etc., which are expected to become a good window for investment throughout the year.Technology consumption led the rise in the first quarter, the second quarter style rebalancing, the annual index is “M” type.
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