A-share market opens quickly | A-shares weaken and fluctuate! The Shanghai Composite Index fell by 0.4%, while new quality production forces rallied against the trend. Net selling from Northbound investors totaled 30 billion.
01/03/2024
GMT Eight
From the perspective of market supervision, the overall investment environment of A shares has significantly improved compared to the previous period; following the comprehensive reserve requirement ratio cut in February and the unexpected reduction in the 5-year LPR, the monetary policy has shifted to counter-cyclical easing, driving further improvement in liquidity environment and market sentiment. Along with the continuous rise of high dividend assets leading to a decrease in dividend yield, the advantages of high prosperity and growth style are gradually becoming prominent. Recommended focus areas include: 1. Industries that are expected to benefit from stable economic policies; 2. Technology growth sectors that benefit from improved liquidity and conform to industry development trends and cycle improvements; 3. Core assets; 4. Industries with relatively high dividend yields still have good medium-term allocation value before the economy stabilizes.This article is reprinted from "Cailian News", edited by GMTEight: Ye Zhiyuan.