Summary:The market is running strong and stable, and is regarding to break up and rise. focus on agriculture,semiconductornew energy industry chain and infrastructure industry chain.
Strategy Today
focus on agriculture,semiconductornew energy industry chain and infrastructure industry chain.
General situation study
On March 1, on the basis of yesterday’s bottoming out and mild recovery, the market ushered in a strong and volatile upward market.The Shanghai Composite IndexThree consecutive yangs have been achieved, and it is approaching the upper edge of the recent consolidation range, and it is only one step away from the upward breakthrough; it is expected that the market trend in the next few trading days is expected to get rid of the shock and rise as the main theme.
In the direction of hot spots, it is recommended that the centerline angle continue to follow the hot spots with higher rotation frequencythemesuch as new energy, agriculture, infrastructure, etc., especially the agricultural stocks that have direct favorable policy news in the near future, you can focus on them; and for the resources that are greatly affected by overseas events, the volatility is relatively large, and the operation needs to be cautious. , you need to focus on combining the fundamentals and technical aspects of individual stocks, with industry leading stocks as the top priority.
(Article source: Dexin Securities Consulting)
