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综观多家机构投资策略报告,普遍认为3月份市场将以震荡整理为主,大盘将演绎四大主题:全流通试点、深圳中小盘科技股、“三农”板块和含权股。鉴于目前市场已经处于人气充分击活的状态,因此市场在震荡之中将仍然存在较多的获利机会。震荡中市场热点依然纷呈:全流通试点预期上市公司将成3月市场最大的局部热点;高成长、高送配品种短期爆发能量不可小觎;深圳中小盘科技概念股潜流暗涌;“两会”召开,“三农”问题的热点性成为农业股走强的重要诱因。那么投资者将如何把握如斯市场中的机会呢?本期我们综合了多家机构的投资策略报告,向投资者呈现其各自的观点,希望帮助投资者在震荡的市场中把握投资机会。
Looking at a number of institutional investment strategy reports, the market is generally believed that in March the market will be the main consolidation shocks, the broader market will be the interpretation of the four major themes: full circulation pilot, Shenzhen small cap technology stocks, the “three rural” sector and containing shares. In view of the current market has been fully hit live popularity in the state, so the market will continue to exist in the turmoil more profit opportunities. Concussion in the market are still booming: full circulation pilot expected listed companies will become the market in March the largest local hot spots; high growth, high delivery varieties short-term outbreak of energy indispensable; Shenzhen small cap technology stocks undercurrents; “two sessions” held , The hot issue of “agriculture, farmer and agriculture” has become an important incentive for the agricultural sector to become stronger. So how will investors grasp the opportunities in this market? In this issue, we have synthesized the investment strategy reports of various agencies to present their own opinions to investors and hope to help investors grasp investment opportunities in volatile markets.