The Theme Of Reform Is Widely Valued.

< p > the majority of Fund believes that with the economic stabilization and the opening of Shanghai and Hong Kong, the bottom of the market is more solid.

But after the rapid rise in the early stage, the future market will continue to rebound in speed will slow down, we should focus on the opportunity to structure and individual stocks.

Among them, the opportunity to reform the theme class is favored by many funds.

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< p > a fund manager in Shanghai said that on the one hand, he maintained a defensive type plate with low valuation and definite performance, such as household appliances, pharmaceuticals, electric power, automobiles and other industries. On the other hand, he was closely related to the investment themes of Shanghai and Hong Kong and state-owned enterprise reform.

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< p > HSBC Jinxin Fund said that the three categories of a href= "http:// www.91se91.com/news/index_c.asp" > stock > /a "which were previously suggested to be concerned can still be concerned: first, the medium and long-term opportunities brought about by the reform of state-owned assets and Shanghai and Hong Kong links; two, the sector of the industry that is actively supported by new energy vehicles, photovoltaic and other policies; three, the main tilt areas of future financial investment such as high-speed rail, UHV and shanty towns.

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< p > the theme of the reform is still < a href= "http:// www.91se91.com/news/index_c.asp" > institutional dividend < /a > the direction of concentration release and the main line of investment during the year. The two themes of China's enterprise reform and national energy strategy are the highest and sustainable concern.

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< p > > a href= "http:// www.91se91.com/news/index_c.asp" > Tai Xin fund < /a > also indicates that the policies of the reform of state-owned enterprises in the second half of the year are expected to be concentrated. The monopoly areas such as petroleum, petrochemical, telecommunications, electricity, railways and so on will be further liberalized, and the focus of funds is also expected to turn to undervalued blue chips in these industries.

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Under the pressure of profit taking and technical correction, the cycle stocks of non-ferrous metals and steel have gradually entered the adjustment stage in the past two weeks, and have evolved into the main obstacle of the market's continuing upside, leading to the volatility of the stock index at the high level in the past two weeks.

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< p > however, with the launch of Shanghai and Hong Kong, the increase of stimulus policies and the continued improvement of directional drop in expectations, there is still hope for the two degree upside in the market. The current market is at a critical time when hot switching and potential leading varieties are ready.

In the short term, the theme investment of SOE reform is expected to take the lead in the cyclical stock market and lead the market out of the consolidation pattern.

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