Yang Delong's 2022 "Top Ten Prophecies" was officially released

Yang Delong | Cube everyone talks columnist

1. The epidemic situation in Europe and the United States has improved, demand has picked up, and the global economy has continued to recover

2. China's economic transformation and industrial upgrading continue to advance, and the GDP growth rate has fallen back to about 6%.

3. A large number of residents' savings continue to accelerate their entry through funds or direct account openings, bringing a steady stream of incremental funds to A shares

4. Foreign capital continued to flow into A-share high-quality leading stocks, with an annual inflow of about 300 billion yuan

5. With the slowdown of economic recovery and the neutral and loose monetary policy, stable growth is an important policy goal of the central bank

6. Fiscal policy will be more active, and policies to stimulate consumption will be introduced one after another

7. The market differentiation is obvious, optimistic about the three major directions of consumption, new energy and technology Internet white dragon horse stocks, bearish cycle stocks and theme stocks

8. Value investment has gradually penetrated the hearts of the people, and high-quality leading stocks have rebounded, once again becoming the key varieties of capital allocation

9. The Fed gradually reduced the scale of bond purchases, and in the second half of 2022, it opened a rate hike mode, and the risk of US stocks peaking increased

10. The structural market of A shares continues to continue, the money-making effect is improved, and the Shanghai Composite Index continues to expand upwards

Editor-in-charge: Tao Jiyan | Review: Li Zhen | Director: Wan Junwei