How to lay out the market when it comes? ETF can directly invest in the sector > >SDIC Securities Research Report pointed out that from the perspective of capital, this phenomenon (micro-disk stocks hit a record high) is naturally easy to explain: the core of the incremental fund group is retail hot money, and the pricing power is not in the hands of institutions.
What are the reasons why more resilient blue chips are not popular in the market? Many people in the industry interviewed by reporters believe that the macro-economy has not yet recovered significantly, and the uncertainty of the pace of monetary and fiscal policies next year has led to the fact that although the weighted blue-chip stocks have a low valuation advantage, they have not obtained the unanimous expectation of funds.From 2024 to the end of the year, with the gradual development of the New Year's market, how will the market style be interpreted? Will there be a switch between large and small disks?In this context, blue-chip stocks maintained their performance resilience. In the third quarter, the single-quarter growth rate of large-cap net profit represented by Shanghai and Shenzhen 300 increased significantly, with an increase of 8.75%. The performance of small and medium-sized stocks represented by CSI 500 and CSI 1000 dropped significantly, with growth rates of -14.7% and -9.4% in the third quarter respectively. In terms of industrial chain style, finance has been greatly restored, consumption has remained resilient, growth has continued to be under pressure, and the cycle growth rate has turned negative.
[Robots are hot this year! 】Micro-disk stocks hit a new high. When will the market style return to the fundamentals after the significant differentiation of large and small disks?How to lay out the market when it comes? ETF can directly invest in the sector > >
Strategy guide 12-13
Strategy guide
12-13