Gate.io Data, June 23 news, Guotai Junan research report pointed out that at the end of June, the midsummer is approaching, and the A-share market in the second quarter of 2024 will also come to an end. The volatility of the Shanghai Composite Index in this quarter is relatively large, and it has some similarities with the market situation in the first quarter of 2024. Before the interim report season arrives, the factors that have previously affected the market are being fully priced, and as uncertainty decreases, market participants' willingness to accept risks is also increasing, and positive changes are beginning to appear. The process of reducing uncertainty and promoting the market is not achieved overnight. In the current conservative investment environment, the market is focusing on large-cap blue-chip stocks with low-risk characteristics. The investment mainline is concentrated in the following two directions: first, stable large-cap value stocks such as A/H dividend assets still have allocation value, and the industry direction includes coal, electricity, finance, and Hong Kong stocks central state-owned enterprises, etc.; second, in addition to large-cap value, allocations can also be increased to technology blue-chip stocks, etc.
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Guotai Junan: Pozitif değişimler ortaya çıkmaya başlıyor, piyasa düşük riskli büyük cap mavi chip'lere odaklanıyor.
Gate.io Data, June 23 news, Guotai Junan research report pointed out that at the end of June, the midsummer is approaching, and the A-share market in the second quarter of 2024 will also come to an end. The volatility of the Shanghai Composite Index in this quarter is relatively large, and it has some similarities with the market situation in the first quarter of 2024. Before the interim report season arrives, the factors that have previously affected the market are being fully priced, and as uncertainty decreases, market participants' willingness to accept risks is also increasing, and positive changes are beginning to appear. The process of reducing uncertainty and promoting the market is not achieved overnight. In the current conservative investment environment, the market is focusing on large-cap blue-chip stocks with low-risk characteristics. The investment mainline is concentrated in the following two directions: first, stable large-cap value stocks such as A/H dividend assets still have allocation value, and the industry direction includes coal, electricity, finance, and Hong Kong stocks central state-owned enterprises, etc.; second, in addition to large-cap value, allocations can also be increased to technology blue-chip stocks, etc.