A Shares Fatigue, A Wave Of Speculation Stocks Will Also Open Up Speculation.

The market concept stocks caused by the establishment of Xiong an new area, let investors once again see the craze for hot pursuit of the market.

In the context of repeated market shocks, the profit of a single investment strategy has become increasingly difficult. It has also triggered some fund managers' heartbeat against hot stocks.

Some interviews with fund managers said that not all hot stocks are conceptual hype. In the direction of policy encouragement, high quality hot stocks actually have larger potential investment space, which deserves investors to study carefully and select high-quality stocks that can be held in the medium and long term.

It is worth noting that since the beginning of this year, when the A stock market fatigue is beginning to show up, there will be a wave of speculation.

Recently, the establishment of Xiong an new area has triggered the frenzied rise of many stocks, and some fund managers' attitudes have gradually changed from conflict to acceptance.

It is pointed out that the theme investment opportunities will continue to ferment in the two quarter under the catalysis of the Xiong an new area planning and the international summit of "one belt and one road".

Wanjia Fund said that Xiong an new district has a high starting point and special status. It will continue to catalyze policies, and relevant enterprises will also benefit from the rapid development of the region.

From this perspective, the theme of Xiong an is different from other themes in the past.

In the industry, Wanjia fund is optimistic about the investment opportunities of the building, infrastructure, building materials, environmental protection, pportation and other sectors related to Xiong an new area.

As for the area of "one belt and one road", we are optimistic about the gradual going out of building, infrastructure, machinery and pportation.

Wells Fargo Fund believes that the establishment of Xiong an new area has further strengthened investor's interest in the equity market. A's accession to MSCI is expected to continue to ferment over time.

Against this background, in April, we will adhere to the principle of "steady progress". The market does not rule out a certain pulse market and hype theme along with the establishment of Xiong an new district.

In terms of industry allocation, we stick to the strategy of "offensive and defensive".

The central European Fund also said that the "strong heart" effect brought by the concept of "Xiong an" ignited the enthusiasm of the fund and became the new driving force for the market in April.

However, the central European Fund believes that single theme pull is hard to maintain.

The rotation of industries and sectors will attract continuous inflow of OTC capital, and there will be more room for the index. First quarter economic data and overseas political situation are the focus of recent attention.

Wells Fargo said, apart from watching closely

In addition to the pulse market, it is also optimistic about the new energy vehicle sector, which is "the bottom line of the industry boom and the continued support of local policies + relatively low valuation"; cherish the "medical circle with the establishment of long term inflection points and the relatively prominent defensive value"; and the strategic layout of the military industry, which is "catalyzing and increasing, waiting for flying".

For the early stage of continuous recommendation of the state-owned enterprise reform sector, with the full interpretation of the previous period, the core recommendation for April was temporarily pferred, waiting for further progress of local state-owned enterprises reform.

Zhou Xuejun, manager of Haitong's reform drive fund, said that in the two quarter, the trend of the trend based on value judgment will not change, but at the same time, we should pay attention to the economic situation in April and May.

With the support of infrastructure and real estate, the development of the economy in the future will continue, and the industry of the cyclical industry and the consumer goods industry will still be able to find the leading enterprises worthy of investment.

In the growth stocks, electronic or other sub sectors will show.

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