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广发证券陈原文:积极关注宏观政策环境变化 挖掘利好板块

Chen Yuanwen of GF Securities: Actively pay attention to changes in the macroeconomic policy environment and explore favorable sectors

Breakings ·  12:57

Chen Yuanwen, a senior analyst in the Metalworking Group of GF Securities, said that looking forward to the future market style and industry allocation, we can actively pay attention to changes in the macroeconomic policy environment and explore favorable directions and sectors. Judging from the current macroeconomic environment, the market will enter a relatively steady upward trend. As steady growth policies continue to be introduced, the macroeconomic environment may usher in an upward trend in inflation next year. In the PPI upward trend stage, the small market capitalization growth style clearly dominated the performance. According to the performance of the style index, the consumer and growth style index may have performed better; industries such as social services, beauty care, power equipment, pharmaceutics, biology, electronics, etc. may perform well.

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