The CITIC Construction Investment Research Report said that for current A-shares and US stocks, the differences in interest rate hike expectations make investors feel at a loss, and the “landing” of interest rate hikes can forge consensus and start a new round of market conditions. On Friday, A-shares achieved a V-shaped rebound under the impact of four major downsides. Combined with the future launch of the Federal Reserve's interest rate hike, the sharp contraction of A-shares on Thursday, and a relatively adequate adjustment in the technology sector, CITIC Construction Investment believes that A-shares are expected to usher in a period of change, or that a counteroffensive market may begin. The allocation is still balanced and flexible: 1. Use booming industries such as communications and electronics as the current core type of attack, and raise positions appropriately; 2. Use undervalued dividend sectors such as banks and insurance as defensive bottom stocks; 3. Focus on the opportunities of oil and gas extraction, coal, oil service engineering, and shipping ports to benefit from continued high oil prices.

The CITIC Construction Investment Research Report said that for current A-shares and US stocks, the differences in interest rate hike expectations make investors feel at a loss, and the “landing” of interest rate hikes can forge consensus and start a new round of market conditions. On Friday, A-shares achieved a V-shaped rebound under the impact of four major downsides. Combined with the future launch of the Federal Reserve's interest rate hike, the sharp contraction of A-shares on Thursday, and a relatively adequate adjustment in the technology sector, CITIC Construction Investment believes that A-shares are expected to usher in a period of change, or that a counteroffensive market may begin. The allocation is still balanced and flexible: 1. Use booming industries such as communications and electronics as the current core type of attack, and raise positions appropriately; 2. Use undervalued dividend sectors such as banks and insurance as defensive bottom stocks; 3. Focus on the opportunities of oil and gas extraction, coal, oil service engineering, and shipping ports to benefit from continued high oil prices.