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Source: open source securities
The real fundamentals are still being moderately repaired, but molecular expectations are already starting to rush. ExperienceBetmgmpokerAfter the February-March rebound, the market needs new momentum to support the index to continue to rise, the numerator side is particularly important, and before the denominator and the numerator end form an upward force, the strategy is still recommended not to rush for a while, be patient and wait for the wind to come. During this period, structural decisions are of greater importance. It is suggested that we continue to focus on the industries with the highest performance growth in the first quarter and the most obvious improvement in the economy is expected.
On the other hand, the United States has begun a new replenishment cycle, and overseas manufacturing is expected to have a semi-annual recovery cycle, which means that the elasticity of external demand will be greater than domestic demand for some time to come.
Therefore, combined with the strategic and tactical level, in the general direction of stable repair of macro expectations, looking for high performance-to-price assets with low congestion and improved profit expectations, it is expected to continue to be the winner in May.
Industry configuration suggestions: (1) manufacturing industry going out to sea + performance expectation dominant + boom expectation revision: construction machinery, commercial vehicles, communication equipment; (2) independent business cycle of macro desensitization direction: semiconductors, aquaculture, oil transportation / shipping, low-altitude economy (3) in the medium-term dimension, the interest rate center is low, the boom trend is scarce, the policy strengthening dividend is the benchmark, and the dividend assets are still the best choice for bottom warehouse allocation, focusing on oil and gas exploitation and public utilities.
[recommended by Golden shares in May] Baoxin Software, Huayang Group, North Huachuang, Yangnong Chemical Industry, Jinshan Office, Nuotai Biology, Stone Technology, Lenotebo, Tin shares (Protection of Rights), Zhongdalide.
