News summary
[Huaxi Securities: High dividend and dividend varieties are still the key allocation direction for subsequent periods] Securities Times e Company News, Huaxi Securities Research News pointed out that the A-share market has recently accumulated a certain increase in the real estate chain and insufficient incremental funds have entered the market.cryptogamesonlineUnder the circumstances of, the phased shift is to shock and rest, and the rapid rotation of the plate is the current situation.cryptogamesonline...
Newsletter text
[Huaxi Securities: High dividend and dividend varieties are still the key allocation direction in the follow-up period] Securities Times e Company News, Huaxi Securities Research News pointed out that recently, the A-share market has gradually turned to shock and recuperation, and rapid rotation of sectors are the main characteristics of the current market. At the policy level, the "1+N" policy system dominated by the new "National Nine Issues" continues to improve. The new regulations on reducing holdings improve the micro-liquidity of A-shares by affecting the supply and demand of funds. In addition, the reform expectations for the Third Plenary Session of the CPC Central Committee in July have been fermented many times, forming support for domestic and foreign risk appetite. Looking forward to the market outlook, there is an objective shortage in asset allocation. Against the background of the game on capital stock, the A-share style sector will rotate rapidly, and high-dividend and dividend varieties will remain the key allocation direction in the subsequent period.