The most basic logic of investment is to look at fundamentals and growth trends.
First of all, look at the plate.
After the Central Economic Work Conference decided to stabilize growth in June 5438+February last year, the policy foundation of the A-share market was completed, and the policy environment of the A-share market in 2022 was relatively friendly.
The most basic logic of investment is to look at fundamentals and growth trends. Looking forward to 2022, the A-share market is likely to be a structural opportunity, and the following industries are relatively optimistic:
First, high-end manufacturing, including manufacturing enterprises with technological upgrading capabilities in the middle and lower reaches.
The second is the new energy industry, which we define as an important starting point for steady growth.
The third is the biomedical industry that benefited from the epidemic.
The Hong Kong stock market is relatively optimistic about technology companies, followed by low-valued consumer sectors, and then manufacturing companies with valuation differences with A shares.
Second, investment advice
For ordinary investors, the investment proposal in 2022 should be based on the long-term and believe in the long-term investment ability of manager Public Offering of Fund; The second is to control expectations, and the long-term slow bull market can no longer expect 40%, 50% or 80% or 90% returns; The third is to properly adjust the mentality and operation process, not chasing up and down, be optimistic when the market is bad, be rational when the market is hot, and be a calm long-term and value investor.