News summary

[Everbright Securitieswolfblazemegaways: The real estate chain rebounds may face certain resistance, and the market will continue to fluctuate.] Securities Times e Company News, Everbright Securities released its strategy for next week, saying that the market has sufficient expectations for a "package" of real estate policies, so it is expected that the short-term real estate policies will be more positive. real estate chainwolfblazemegaways.wolfblazemegaways..

Newsletter text

[Everbright Securities: The real estate chain rebounds may face certain resistance, and the market will continue to fluctuate] Securities Times e Company News, Everbright Securities released its strategy for next week, saying that the market has sufficient expectations for the "package" of real estate policies, so it is expected that short-term real estate policies will be favorable. More is cash in. The rebound of the real estate chain may face certain resistance. After real estate stocks surged, the market outlook is expected to face shocks and divisions. In view of the fact that there have been no significant changes in the current economic fundamentals, there is a high probability that the market will continue the existing range volatility pattern. In terms of configuration, there may be a round of motivation in the pro-cyclical direction related to real estate such as real estate development, building materials, furniture, and insurance, but we need to pay attention to the rhythm of the game and be cautious in chasing after the high.wolfblazemegaways; Under the expectation of price increases in water, electricity, gas, etc., we will continue to pay attention to the defensive value of public utilities; recently, there have been more positive catalysis in the AI direction, and we will pay attention to rebound opportunities in the direction of advanced computing power (high-speed copper cables, 1.6T optical modules, etc.).