37 private equity views this 独家资讯week
Hesheng Assets, Jinyu Investment, Xingshi Investment, Qinchen Assets, China Europe Ruibo, Yongtuo Investment, Quartet Investment, Fairy Palm Fund, Longhang Assets, Tanchuan Fund, Zhijun AssetBo Fuli Assets, Fengxiang Fund, Yongbei Assets, Hengbang Zhaofeng, An Dighting Investment, Hong Yunrui Heng, Guofu Investment, Jiuyang Runquan, New Dada Investment, Tonghe Investment, Julong AssetsAssets, special investment, Shenzhen Daoyi, Yingjing Capital, Changjian Investment, Wingpin Assets, Putong Investment, Tao Shan Fund, Zhaoxin Fund, Ancheng Digital
The improvement of economic momentum next year should see the great improvement of government consumption driven by the central government and the continuous restoration of the confidence of private entrepreneurs. It is still in the period of policy signal release.Essence
Golden Emperors Investment
Market expectations are expected to usher in marginal improvement. The current market's response to pessimistic expectations has been fully and conforms to the bottom -up characteristics. Investors should maintain a constant force and lay out structural opportunities in dips.
In the past five years, with the solid advancement of domestic industrial upgrading and the continuous breakthrough of the underlying technology of the industry, the domestic high -end manufacturing industry has accelerated and broke through the overseas market, so that the micro -industry has still gained opportunities for explosive growth under the environment with a dull growth of total growth.
On the whole, the external macro environment is more milder, and domestic policies still have interests in the future. Although the economic recovery is twists and turns, there are still structural highlights.At the end of the year, due to the changes in the risk appetite and capital behavior of investors, short -term games may enhance market fluctuations.
Central Europe Ruibo
Adhere to the investment strategy of the spring shock city, and continue to optimize the adjustment combination patiently, and the layout valuation has returned to a long -term high -quality company in a reasonable and underestimation area.
The changes in the Beijing -Shanghai real estate policy this week can be seen that the policy is not rigid, the policy space is also available, and the risk of economic out of control is very small.In this context, it is not appropriate to be pessimistic.
The game of domestic and foreign capital funds will become the focus of short -term attention, and it will be reflected in the long -term and long -term restoration.
Fairy Palm Fund
The market emotions continued to weaken this week, and the mood of watching at the end of the year was obvious.Moderate adjustments, investment research is deploying 2024.
The relief of the exchange rate pressure also continues to relax and open the space for the next Chinese monetary policy, and the TMT performance that benefits from the logic of the denominator is generally better.The current market valuation is in the bottom area, and the implicit return on equity assets in the medium and long term accounted for excellent return on equity assets.
After the follow -up of the wind power, the fundamentals of the sector will be more obvious due to event -type catalytic. The catalysis worthy of attention includes follow -up policies, Jiangsu Zhejiang and other places approval, Guangdong Jiangsu competition, and Guangdong channel.Most of these incidents are in the first quarter of next year, and low valuation+event catalysis may usher in a wave of stages.
In the context of weak real estate cycle expectations, the high probability of the central government will be positive next year, and the increase in government bonds is expected to be maintained.
All -weather fund
The direction of this economic work conference is basically consistent with the consistent strategy of all -weather. The follow -up also follows the trend of the times and the focus of the country's development, and further focuses on continuous research and investment in the three areas of innovation technology, just need and high -quality globalization.
The planning of stable economic growth and strong science and technology are gradually being implemented. Qingyi has updated the overall investment strategy of 2024, and generally completed its layout for next year, involving artificial intelligence, low -orbit satellites, data elements and other fields.
Bo Fully Assets
The geopolitical factors make the world still face certain political and economic instability in the future, and geopolitical risks or support for gold prices.
Compared with the Central Economic Work Conference last year, this year's conference's focus on economic work next year has mentioned the first place in the construction of the modern industrial system from the second place, and the expansion of domestic demand from the first place to the second place reflects the central government for science and technology for science and technology.Innovation and industrial development attach great importance.
Wait for market confidence to repair.Yongbei judges that the probability of economic growth in the economic growth next year is small, but the macro risk is controlled as a whole. In the future, the focus of investment should avoid the direction with high correlation with the old economic momentum, and pay attention to the segmentation of industrial catalytic portions.
The index is at the bottom of the ground, and the time has been approaching the end of the year. It is recommended that you see more and less movement, waiting for the index to resonate opportunities.
At the industry level, around the wave of intelligence, it is still the most important mid -term direction, and the stable growth related sectors brought about by the "three major projects" will also usher in phased opportunities.
Hong Yunrui Heng
The two domestic and overseas macro events should have a positive impact on large categories of assets, and the Fed's monetary policy has a greater role and more direct effects.
The current market has fully aware of the structural issues of China's economy, so the market's attention to the Central Economic Work Conference is basically focused on strong stimulating clues (mainly finance and real estate).
The monetary policy orientation of China and the United States next year will change from opposite to synchronization, which will also have a positive impact on macro -control, so that moderate and loose macro policy orientation can be promoted smoothly, which is of great significance to stabilization of the economy, and the stability of China's high -quality assets has rebounded.It is also possible.
The merger of Guolian Securities and Minsheng Securities will be approved on weekends. In the environment without the main line market, pay attention to whether the brokerage sector will lead the bottom of the index to rebound next week.
At present, the real estate industry is still finding, and external demand has been torn weakened and confident in investment. These important factors that suppress the market may obtain more policies in December.
Giant Rong Assets
On the whole, the economic data in November was stable but the demand was weak. The base effect made most of the year -on -year indicators improve.
The long -term U.S. debt as the ruler of interest rate observation has rebounded strongly since October, global liquidity tensions have been relieved, the RMB exchange rate has also rebounded, and the pressure on the outflow of A -share funds has been reduced.
The main reason for industrial growth is super -expected is to boost the low base effect. After eliminating the base effect, the overall production growth rate continued to continue the downturn in November.
Because most of the active funds have poured into the Bei Stock Exchange, the main board is light, and many models are invalidated. In terms of operation, you should see more and less movement. Pay attention to the North Exchange stocks and TMT sections that are overlay with hot spots.
The inside and outside of the market are clearly turning, but the repair of confidence takes time. It is more patient. The weak environment is a good time for layout of high -quality assets. Time is finally a friend of an excellent company.
京 京 京
At this stage, the total quantities are difficult before seeing the specific strong policy, but the structural market is still there. First, focus on the industry and companies with high growth rates or production capacity and inventory cycle in the clearing position next year.The opportunity to improve the prosperity.
High -profile investment
In the final analysis of the continuous growth of the economy, it still needs to improve production efficiency. While it has improved production efficiency for a long time, it should reduce the volatility of the short -term economy. This is the art of management.
The Central Economic Work Conference is set for next year and will adopt more positive fiscal policies.Real estate is also facing good, first -tier cities have continued to relax, and many real estate companies have obtained new financing through various ways.The upward power is piled up.
At present, the market is still in the bottom area that has implicit pessimistic expectations, but at the same time facing a state of lack of upward catalysis, it still needs to closely observe the state of changes in a series of economic leading indicators.
Funding is close to Christmas, and some overseas funds will choose to reduce their positions, so the market expected short -term redemption pressure may be increased, and domestic capital rises worldwide on Thursday.Significantly out, the overall view of domestic and foreign capital is led by the short -term. The market will not see the popularity of incremental funds. It is expected that the weak shock market will continue until Christmas.
In the short term, it is more cautious about consumption and other sectors that reflect economic reality.At present, the weak economy is a reality, and its expectation should be from weak to stability, not from weak to strong.
The macro policy space is further opened. In addition, the determination of the government's annual economic work goals may promote market expectations to gradually be clear and consistent, and potential incremental information will rise to the rise of market risk preferences.
Relevant departments have clearly recognized the reasons for the weak market. At this time, the courage and courage to take out the "four thousand points is the beginning of the bull market", and the Bangbang Investment believes that this day is likely to be getting closer.
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