Haitong Securities: The market will be better in the next 1-2 quarters, and the market will be better in large finance and new and old infrastructure

Market risk appetite is weak, last week's A-share narrow range shock, RRR cut expectations delayed, wide credit expectations strengthened, the bond market as a whole closed down. Haitong Securities believes that the market will be better in the next 1-2 quarters, and the big finance and new and old infrastructure are better. The short-term rally is expected to continue, maintaining a balanced configuration.