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Original title:[Estrategia de Huaxi]A week ahead, the New Year’s Eve market focuses on three main deterministic investment lines
Summary
[Estrategia de Huaxi: El mercado de fin de año se centra en tres líneas principales de inversión deterministas]The A “Circular Bull” share market will continue. Investors are advised to actively roll out the end-of-year market with three clues: The first is the increase in Tesla mapping and support for local policies The prosperity of the electric vehicle industry chain is on the rise. The second is the electronic industry chain that will maintain a high boom in the medium term driven by the electronic trend of terminal products and the demand for technological updating. The third is the promotion of vaccine research and development to achieve the recovery of the offline economy. Export of the industrial chain and periodic replenishment of merchandise inventories. (Li Lifeng strategy and industry setup notes)
This week,marketEmotions are gradually restored and vaccine research and development is expected to accelerate, leading to market differentiation. Shanghai Composite Index throughout the week, Small and Medium Board Index andGrowing Business Market IndexThe increase and decrease were 2.04%, -0.10% and -1.47% respectively. We were last weekreport“RecentcreditHow will the event of default affect capital assets “Pointed that“We believe that the recent market adjustments are a unique opportunity for design.” As the end of the year approaches, the market is expected to usher in the New Years Eve market, and the style will tend to be moderately balanced.
From a foreign perspective, although there are signs of acceleration in research and development of vaccines abroad in the near future, it is also necessary to see that the epidemic abroad, especially in the United States, remains relatively serious. To face the epidemicshort termEconomic pressure remains high and the ECB has now promised to introduce a new round of stimulus in December.As the dust settles in the US elections, a new round of US stimulus policies is also expected to advance.
From the perspective of the medium-term trend, in the context of advancing vaccine research and development, the recovery of the offline economy is expected to increase.It is expected to promote globalizationcompanyA new round of inventory replenishment will also be acceleratedmanufacturingRecovery process.
From a domestic perspective, the market has entered the spring market pre-organization stage.Historically, when market expectations remain optimistic, there are oftenmoneyDesign next year’s market ahead of time We believe the recent performance of major sectors is particularly valuableinvestmentThey value it. From a historical perspective,Spring market inChangheThe cycling style is relatively dominant.In the context of the current acceleration of vaccine research and development and the prospect of an increasingly clear economic recovery,Pay more attention to the cyclelongOpportunity, although the process will be affected by the epidemic, investors should pay more attention to the general trend that runs through the entire New Year’s Eve market.
In general, the “negativeinterest rate“In the environment, A shares are still assets pursued by global funds.Net inflowThe trend remains unchanged with 1) positive progress in vaccine research and development, 2) beautyfinancialThe introduction of the stimulus plan can be expected, and the “circular bull” market for A shares will continue. Investors are advised to actively roll out the year-end market with three tracks:
The first isTeslaMapping and supporting local policies will increase the number of electric vehiclesindustryThe chain’s prosperity has increased;
The second is in the terminalproductElectronic trend and technological updatedemandDriven by electronics that remains high in the medium termIndustrial chain；
The third is that the advancement of vaccine research and development will bring about the recovery of the offline economy and promoteTo exportReplenishment of inventories of the industrial chain and periodic merchandise.
Industry focus:Automobile, new electric, non-ferrous, chemical,Steel, Carbon, electronicsWait, the topic is related:New energy (vehicle),consumptionUpgrade, military industry, state business reformWait.
risk warning:
globalcoinPolicy easing is less than expected, the overseas epidemic has exceeded expectations, and financial deleveraging has accelerated.
(Source: Li Lifeng Strategy and Industry Configuration Notes)
(Responsible editor: DF506)
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