Balanced Allocation Of Blue Chips And Growth Stocks In The Future

For the 16 day stock market, Gu Zhenhua, senior investment adviser of Wan Lian securities, said that management recognised the current stock market and hoped that the stock market would play a bigger role in economic restructuring.

In the near future, the incremental capital has stepped into the market rapidly. In addition to the substantial increase in the number of new stocks and fund accounts opened after the Spring Festival, the balance of margin and margin in the two cities reached 1 trillion and 317 billion 64 million yuan last week, and the A share weekly activity accounts for a high level of 17%, and the market sentiment is optimistic.

At the same time, with the internationalization of RMB and the acceleration of internationalization of A shares, the probability that A shares will be included in MSCI index will become larger and larger, attracting large amounts of overseas funds to allocate A shares.

Incremental funds provide continuous liquidity for A shares, and A share denominator valuation or continuous recovery.

Gu Zhenhua believes that under the new normal, "China made 2025", "industrial 4" and "Internet +" plan are the general direction of China's economic upgrading and pformation. From the pursuit of economic growth to quality change, intelligent manufacturing and business model innovation will drive the return on investment of Chinese enterprises to rise and improve the level of profitability.

Therefore, Gu Zhenhua suggested that large cap stocks are expected to continue to rebound, the gem is also expected to further refresh, representing the traditional industries of value blue chips and innovative growth of new growth stocks will take turns this year, investors may wish to balance the allocation of blue chips and growth stocks.

For this week

Brokerage firms generally expressed optimism about the trend.

Huatai Securities (601688) said that in the context of the acceleration of micro capital inflow, the financing balance, the number of new accounts, and the proportion of the Shanghai stock exchanges, the liquidity is expected to further enhance the market valuation, and the market is also expected to hit a new high.

Investors can focus on the power grid, railways, water conservancy and new energy sources related to the steady growth.

CICC maintains the market view of the whole year.

The increase is about 20%, but short-term investors still need to pay attention to whether the market can effectively break through the previous high point.

"Since the beginning of the year, the small cap has surged, and now the large and small ones have accumulated more gains. The market has a higher expectation of relaxation, and retail investors are actively entering the market.

At the end of the campaign, coupled with the momentum of the improvement of the real economy is not yet obvious, combined with these factors, unless the relaxation of policy and reform efforts in the short term beyond expectations, the market still needs to digest the accumulated gains in the short term. "

But there are also market participants believe that with the end of the two sessions, the market rhythm may shift from the policy dividend market to the annual market quotation, split stocks market will be a big probability event.

It is suggested that investors should sell stocks in the recent high jump, and the stocks that are expected to increase in advance of the annual report and even a quarterly report can be placed on a low profile.