Sudden explosion, the biggest positive exposure in the new year, which sectors of A shares will be expected to skyrocket!
The market has released a big move signal, and the official media have spoken out that the current macro-control is prominent and stable, and it is a strong signal to carry out infrastructure investment in a moderately advanced manner. It is not difficult to find that various places are successively issuing a list of major projects in 2022, with a total investment scale of 1.56 billion yuan in 8 provinces and cities such as Beijing and Shanghai, and funds have also begun to be released in advance, which will surely become an important engine for economic growth this year! On the disk, the market style switch is obvious, the new main line has begun to gather the heat of funds, low valuation, infrastructure and other sectors began a new round of upward movement, the market is completing the market switch in the shock, the Shanghai index can be recovered in the afternoon, but also shows the local release of bearish forces, the Shanghai index medium-term adjustment of the bottom is approaching, it is a rare good opportunity!
As mentioned earlier, "steady growth" is expected to become the main line of the spring market, and a broad consensus has been formed, and since it has been recognized by the market, it should be paid attention to! From the perspective of market style, infrastructure and banking opportunities in the first quarter are relatively large, and high-boom growth stocks may be suppressed. And wait until the next style conversion, it is estimated that it will be the end of the first quarter and the beginning of the second quarter! In short, the infrastructure sector is a relatively good sector this spring, is the main force of "steady growth", stock speculation follows the policy, generally will not be wrong.
The second main line, which is relatively hidden, has recently seen some signs worth paying attention to. Now the market funds urgently need hot spots and exports to gather, and there is a very strong voice in the market, that is, the post-epidemic economy. After two years of the epidemic, the damaged enterprises are bound to be repaired, so it is a very good buying point at the switch point. More optimistic about the civil aviation transportation, hotel tourism and new crown therapeutic drugs three subdivisions, here to remove the demon stock is also very easy, pay attention to 3 details: one is the subdivision of the faucet; the second is the concept of superposition; the third is that the plate does not need to be too big, lurking good outlet is a short-term surge in the market, very comfortable!
![On February 10, on hengshui Street, a big mother begged next to the car and met a "peer", and the next scene made netizens laugh and their stomachs hurt! I saw that my aunt was wearing a thick cotton coat and her head was also wrapped[fig]](data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=)