According to the latest news, Hong Kong stocks have entered a technical bull market, while A shares are still only local opportunities, and it is very important to choose the right direction. Despite the strong momentum of A-shares today, they are led by industries such as real estate and new energy, which have performed mediocre in the past, and it is doubtful whether they will be able to maintain a strong trend and lead A-share gains in the future. Fundamentals do not support this rise, but the result of an oversold rebound. At the same time, the direction of higher dividends, which had previously risen better, led the decline today, which is understandable that there is a reversal between growth and value.

My view has always beenJeremy'sarcadeAttack depends on growth, defense depends on value. If you judge that A-shares will enter the offensive mode next, you can choose growth stocks (such as semiconductors and various theme stocks), as well as the sustained rise in pro-cyclical industries (such as metals and oil, etc.).

Plate name New Energy vehicle keywords growth, value, pro-cyclical bullish bearish (bullish) fundamentals do not support, the main hit is the overfall rebound into the technical bull market! Risk Tip of Hexun self-selected WriterJeremy'sarcadeThe above content is only the views of the author or guest, does not represent any position of Hexun, and does not constitute any investment suggestions related to Hexun. Before making any investment decision, investors should consider the risk factors related to investment products according to their own circumstances and consult professional investment advisers if necessary. Hexun tries its best but cannot confirm the authenticity, accuracy and originality of the above content, and Hexun does not make any guarantee or commitment.