In 2024, A-shares, these two general directions, are the focus #A股明年哪些机会值得关注of attention! #
2024 is coming soon, and many people are concerned about which sectors should A-shares focus on in the new year?
According to the analysis of CITIC Securities Research Institute, it is expected that the domestic GDP will grow by 5.1% in 2024, and the structure will show the characteristics of "stability of old momentum and progress of new kinetic energy". In layman's terms, it is "the recovery of old kinetic energy represented by consumption, and the growth of new kinetic energy represented by science and technology".
Caitong Securities expects that many sub-sectors of consumption and TMT are cost-effective, and profits and valuations are expected to rise next year. China Merchants Securities also said that AI+ drives new changes in products and business models, guides science and technology to return to the upward cycle, and the acceleration of intelligent construction in the whole society will bring about an increase in expenditure, investment and consumption demand in the field of science and technology, and it can be said that 2024 is a year of resonance of domestic macroeconomic improvement and innovation cycle.
A few days ago, Yang Delong, chief economist of Qianhai Open Source Fund, also expressed his optimism about consumption and technology on Ant Fortune's "Ten Questions of the Year" live broadcast program, saying that in 2024, the current market style will be switched, and good companies in the three major areas will benefit, including large consumption, new energy and technology.
Yang Delong said that in the past two years, residents' savings have increased by 20 trillion yuan per year, about 40 trillion yuan in two years, and there may be a considerable part of them in the future, which will enter the market by buying funds, which will bring an opportunity for good companies to rebound in valuation, and there is hope that there will be a round of bull market in 2024, and this round of bull market is brought by high-quality leading stocks, such as consumer white horse stocks, new energy leading stocks, and some technology leaders.
It is reported that the blockbuster live broadcast program launched by Ant Fortune - "Ten Questions of the Year for the People", focusing on "real questions, real answers, and real dry goods", invited Jing Lei, general manager of Harvest Fund, to attend, and invited Hou Hao, Yang Delong, the head fund manager of the fund industry, Xiao Lin, a well-known creator in the financial field, and Beiluo, the founder of the leek circle, and other big names in the industry. He also invited Yang Tianzhen to ask questions to fund companies, fund managers, and financial community Vs on the spot, and answered the annual investment doubts for the people, bringing a lot of dry goods.
In fact, in recent years, new and old drivers have always been the key words and driving forces of China's economic development, and I believe that in 2024, these two major directions will continue to bring different results in A-shares!
