Recently, Societe Generale Securities issued a strategy research report pointing out that in January, it is proposed to focus on the policy spring breeze, the layout of the "mean return". The gold stock portfolio of Xingzheng overseas this month includes:$Xintian Green Energy (00956.HK) $、$CIMC Enrico (03899.HK) $、$Trinity International (00631.HK) $、$China National Building Material (03323.HK) $、$Bosideng International (03998.HK) $、$Techtronic Industries (00669.HK) $、$Sunny Optical Technology (02382.HK) $、$Beijing Oriental Jingdian (00710.HK) $、$China Mengniu Dairy (02319.HK) $、$GF Securities Co., LTD. (01776.HK) $.

The agency also lists the following three major investment directions:

Investment direction one: medium-and short-term focus on the "mean return" market. Centering on the active layout of China's "wide currency, wide credit" and active fiscal policy in the first quarter, we pay attention to the revaluation of construction, building materials, securities firms and some "bond" high-interest stocks. In addition, the revaluation of Hong Kong financial stocks, which benefit from expectations of higher interest rates in the US and Europe, will continue, and it will be the icing on the cake if Hong Kong, China and the mainland are announced to "clear customs" in January.

Investment direction 2: medium-and long-term, based on the current Jugla cycle, gold panning with the characteristics of Hong Kong stock science and technology companies, advanced manufacturing leaders.

Investment direction 3: based on China's long-term common prosperity and "double cycle" development strategy, increase the consumption leader at every bargain.