Industrial Stocks Strategy Annual Meeting: The Overall Market Will Swing Up Next Year_ 东方 Fortune.com



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Summary

[Riunione annuale sulla strategia di Industrial Securities: il mercato complessivo oscillerà al rialzo il prossimo anno]On November 11, Industrial Securities held the 2021 investment strategy meeting. Zhang Yidong, Global Chief Strategic Analyst of Industrial Securities and Deputy Dean of the Institute of Economics and Finance, said in its global market vision for next year to maintain a strategically optimistic view of the Chinese stock market and believes that Hong Kong shares are better than A shares in terms of price / performance. Wang Delun, chief strategy analyst at Industrial Securities, believes the A-share market will fluctuate upward in 2021. (Shanghai Securities News)

11 NovemberIndustrial securitiesHeld in 2021investmentStrategic meeting.Industrial securitiesGlobal Chief StrategyAnalyst, Zhang Yidong, vice president of the Institute of Economics and Finance, looks forward to next year’s World CupmarketShi said the maintenance of the Chinese stock marketstrategyAn optimistic view of sex while you thinkHong Kong stocksBetter thanA groinIndustrial securitiesChief strategist Wang Delun believes the A-stock market will fluctuate upward in 2021.

At this strategic meeting, Zhang Yidong said: “Maintain strategic optimism for the entire Chinese stock market.attitude.Consideringshort termLiquidity, valuation, economic recovery, etc., superimposedlongIn the context of the “era of equity assets”, more is still worth doing for high-quality domestic equity assets. “

Zhang Yidong believes that the United States in 2021ActionPoor price ratio requires profitability to digest high valuations. As for the Hong Kong stock market, he believes next year should enter the index bull market, AH.The prize can converge. Regarding the A-share market, Zhang Yidong said: “There is still a structural market and the value and growth style will remain balanced.”

In describing his A-share investment strategy for 2021, Wang Delun said that next year will be the first year of the “14th Five Year Plan” and the first year after the “Thirty Years” of A shares, whether or not be it the institutional environment, the investor structure or the listing.the companyqualityAll aspects will show a new atmosphere and the A stock market will float upward.

In terms of the configuration of the segment, Wang Delun suggested drawing three main lines along the economic recovery:serviceIndustry, superior production eExportChain and technological growth. In particular, the first is the “staggered recovery” of the service sector under the influence of the epidemic, such as aviation, cinema and television, catering and tourism,medical serviceWait for the dish; the second isproductionHigh-end manufacturingChain, Advantageous export chains, etc.; the third is the main line of long-term technological growth, and attention can be paid to national replacements promoted by the “14th Five Year Plan”, such as semiconductor chains and new materials.

Furthermore, Wang Delun believes that the allocation of residents, institutions and foreign investments are important drivers of the “era of equity assets”. As the A stock market matures,Cash flowThe entry trend continues.

(Article source: ShanghaiTitlesNewspaper)

(Responsible publisher: DF520)

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