After the closing of last week, some analysts pointed out that the selection of market hotspots would be more difficult, mainly because the pattern of the market itself was not conducive to the lasting emergence of hot spots.
We can roughly calculate that the total issuance of new shares in December alone reached 1.56 billion shares, which will bring more than 50 billion yuan of pressure to the market. At the same time, the deregulated shares in December amounted to 162.538 billion yuan, and A-shares faced more than 200 billion yuan of capital pressure. In the face of such data, market shocks will become normal, and the selection of hot spots needs to choose a premise and an important direction.
After the slowdown of investment in traditional key investment industries, GDP growth can only rely on new investment directions and investment industries. As a result, the key industries announced at the upcoming Central Economic Work Conference may be closely linked to the hot spots of the stock market in the future. These industries may get a lot of investment next year, which is a new economic growth point. Some listed companies will definitely gain first in their investment and achieve tangible performance growth.
The Central Economic Conference has provided a new policy time window for the market. The programmatic document of the conference is an important event for market funds to actively wait for, and may also be an important standard for hot spot redefinition. In particular, the following two industries deserve more research and attention.
First, energy conservation and environmental protection. Among the strategic emerging industries in the 7th World War, energy conservation and environmental protection rank first. In addition to meeting the development requirements of green economy, the energy conservation and environmental protection industry also has strong industrial driving capacity. In addition to the theme of emerging industries such as energy conservation and environmental protection, it is expected that modern agriculture, modern service industry and affordable housing construction will be highlighted, which will become the focus of fund pursuit in the near future.
The second is cultural tourism. In the process of upgrading domestic consumption, from basic material needs to cultural needs, leisure tourism and cultural media in cultural pillar industries will have greater opportunities.
Third, sewage treatment industry is the most popular environmental protection investment industry in the next few years. hcsxe.com
To sum up, the economic growth in the coming year will be supported by new investment directions. Although the economic transformation is passive, it will indeed undergo transformation. New industries and new economic leaders are bound to emerge. Even if the leading role of this leader is not as big as that of real estate, it will also bear the burden of economic leaders. The next hot spot of the market is expected to resonate with these key investment industries.
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