A -share opening: the three major indexes are collectively opened

On August 3, the Shanghai Index opened by 0.08%, the Shenzhen Index opened 0.23%, and the GEM index opened 0.32%.

Caixin Securities believes that the A -share index is expected to accelerate in August the A -share index and the rotation speed of the style.We maintain the "market in 2022 that the market will show the W -type trend, and when the two asset allocation in 2022 will appear in the judgment of the two asset allocation in mid -April (the disclosure period of the first quarter report), mid -to -late August (interim report disclosure period)"The current opportunity for A shares is still greater than risks.In the third quarter, asset allocation is recommended in turn from the following four sectors: (1) Stable growth policy sector.The investment side focuses on real estate and infrastructure; consumer is concerned about automobiles, home appliances, and building materials.(2) Performance marginal improvement sector.In the next 1-2 quarters, the performance of the margin of military industry, transportation, TMT, coal, agriculture, forestry, animal husbandry and fishing will improve the maximum.(3) Dilemma reversal section.Pig breeding sector with reverse industrial cycle.(4) New Energy and other track stocks.Pay attention to the target of pharmaceuticals, new energy vehicles, photovoltaic, wind power, and energy storage targets with high performance and reasonable valuation.

- END -