Future Growth Stocks Will Be Differentiated And Big Consumption Will Be Promoted.

Here world clothing shoes The Xiaobian of the hat net will give you an introduction that the growth stocks will be divided and big consumption will be respected.

For the latter market, the fund's cautious judgement gradually increased. Judging from the three quarterly report, the fund is not optimistic about the judgment of the future market. It is considered that the structural market will continue, and the growth stocks will be sought after. But the differentiation between the two sides should be unavoidable and even the adjustment may be possible.

Growth stocks will split up

As the first fund management department in China, Castrol fortune released its Strategy Research Report for the fourth quarter of 2013. It is expected that the center of gravity of the A share market will be slightly down in the future, and the core operation interval of the Shanghai composite index is at 2000 -2300. But at the same time, harvest wealth also believes that the system reform is expected to give A share market revaluation opportunities, especially last month, the gem has been fully bubble, investors need to pay close attention to. At the same time, due to the three quarterly reports, the market valuation center will start to switch, growth stocks will be differentiated, growth and light value will become a more suitable investment strategy for the fourth quarter.

Similarly, this year's stock base champion the Great Wall's domestic demand growth. fund Manager Wang Penghui also pointed out that the first three quarters of the market is brilliant, but the four quarter is expected to increase the volatility, the Internet as the core of the TMT industry is still worth watching for a long time, and in the long term logic continues to deduce the background, the media and other TMT stock market will be continuous, short-term volatility is inevitable.

Huang Chunyu, a manager of Haitong national policy guidance fund, said that the fourth quarter and even next year, the macro-economy will be at the bottom stage, and the structural opportunities of stocks and industries will continue. In the long run, China's economy is in the initial stage of structural adjustment. Many companies in the growth enterprise market are leading companies in the new economy, so they have long-term potential for growth. But at present, the valuation of many growth stocks has deviated from the reasonable range, so screening real growth stocks becomes particularly important.

　 Big consumption is highly respected.

With the debut of the fund's three quarterly report, the consumer industry has also become the most promising industry for most fund managers in the four quarter. Wu Yong, director of investment and Investment Department of AXA, said that China is in an important period of consumption upgrading, and the policy of consumption upgrading is landing, with great potential for consumption. The demand for consumption, the demand for services, the demand for new and high-end consumption will be strong. The consumer industry will become the most stable growth industry.

The Thai trust fund also said that the fourth quarter will take defensive and thematic investment strategies, focusing on the opportunities for reform and transformation in the second quarter, while the industry configuration is mainly defensive, focusing on the three quarterly reports with better performance in environmental protection, medicine, public food, household appliances, automobiles and other industries. At the same time, it is concerned about the emerging industry opportunities represented by localization of information technology, avoiding the excessive valuation industry represented by the media, and paying close attention to the financial sector with the undervalued value of the representatives of Bank Securities and the benefit of gold.

In addition, Nong Yin research fund managers believe that China has entered the early morning. Big consumption In the age of growth, investment in growth stocks is the focus of the future. In the morning, the industry should focus on consumption, focusing on investment opportunities in the media, medicine and mass consumer goods sectors.