Securities Times e Company News, CITIC Securities (600030) research report stated that the market has entered a stock state, the global fund rebalancing impulse has cooled down, and it is repaired based on expectations.electronicarcadeAfter the market is over and reality is gradually verified, the steady upward trend will continue. In terms of configuration, it is recommended to continue to focus on excellent growth, low-wave dividends and active theme layouts to reduce rotating games. The market is turning into a steady upward trend driven by gradual improvement in policies, fundamentals and risk appetite. The verification of four factors is crucial.electronicarcade: First, the effect of the real estate policy shift and subsequent further policy responses need to be verified. Second, industrial policies aimed at optimizing the supply side will take time to gradually take effect. Third, the launch of various reform policies at the Third Plenary Session of the CPC Central Committee is worth looking forward to. Fourth, the impact of complex geographical environment on market risk appetite needs to be digested.
