Growth Of Enterprises Preferred Growth Stocks Preferred Gem

With the gradual loss of negative factors, the market has gradually entered the bottom up rebound pattern. A number of agencies said that the probability of short-term rebound in the market is larger, while the growth rate is mainly overweight. Gem Still the preferred configuration.

The market has been more worried about the IPO restart and tight monetary policy since the two quarter. With the accumulation of factors such as IPO restarting, proximity and directional reduction, insiders believe that there is room for rebound in the 2000 point and first-line market, but because of the stock capital game, traditional banking, real estate and other industries have little chance, and the main opportunity is to focus on growth stocks, especially growth stocks.

　　 IPO The policy changes that were reduced to 100 during the year subverted the logical basis for the fall of the gem since the beginning of the year. The analysis of GF Securities pointed out that this is also the reason why the recent change from continuous gem to positive look. The growth trend of gem is good, and the market atmosphere has changed from who has fallen less to see who plays fiercely. The so-called 28 market has basically come to an end, and continue to see more gem.

"If the current market rebound, some GEM stocks can be held, and the risk release is almost the same." A Shenzhen private equity investment director told reporters that some of the GEM stocks were assessed from the perspective of risk return. Basically, the risk was not large, mainly depending on where the opportunities were. As for the motherboard, because of the uncertainty of real estate, a series of pessimistic expectations still exist in a series of industries such as banks, cement and other related industries. The future market rebound is more likely to be carried out in a structural way, focusing mainly on the world cup related themes, media games and other sectors.

From the past 5 months, mobile games successfully dispelled the concerns of the industry's high growth. Analysts believe that the market will continue to show a high growth trend in the next few quarters, and the competition will be centralized. Some truly high-quality media game companies will outperform the market.

Changjiang Securities analyst believes that the growth stocks represented by the media will be an important investment choice for a considerable period of time and can not be abandoned by the market. For the overall economy, the media Internet is the most deterministic industry, and investment opportunities will continue to emerge.

The organization expects that the overall trend of the plate will continue to fluctuate upward. Changjiang Securities analysis shows that companies with high growth potential are still the most valuable enterprises. From the point of view of the enterprise, the company's fundamentals of growth segments remain healthy. Therefore, enterprises with low valuation in the early stage led to a rebound in the valuation of enterprises in the whole year. The quality of traditional media with positive transformation has been strong, but the potential value of its channels and users is enormous, once the trend of adaptation is fully explored. enterprise Value has upward space; in addition, extension development is also the focus of many enterprises' active operation.