Markets will focus more on the structural opportunities of the main line of performance

ON 16 AUGUST, THE EXCHANGE FOR SECURITIES RELEASED A STUDY INDICATING THAT THE RECENT RAPID REBOUND IN THE MARKET HAD TURNED INTO A SHOCK, BASED ESSENTIALLY ON THE FEDERAL RESERVE'S DATA ON TACO AND NON-FARM, EMPLOYMENT, AND THE EXPECTED EASING OF TRADE LIQUIDITY AND INTEREST-RATE REDUCTIONS. FOR THE MARKET, THE RECOVERY OF RISKS FROM MACRO-MICRO-LIQUIDATION RESONANCE SINCE AUGUST AND THE SYSTEMATIC REPAIR OR END OF THE MARKET, WITH THE CONSOLIDATION OF PERFORMANCE DISCLOSURE WINDOWS APPROACHING, WILL FOCUS MORE ON THE STRUCTURAL OPPORTUNITIES OF THE MAIN LINE OF PERFORMANCE. IT IS PROPOSED TO REBALANCE THE THREE-LINE EQUATION ALONG STI+BUSINESS ACCESS TO THE SEA + TRADITIONAL LOW VALUATION, FOCUSING ON ELECTRONICS, ELECTRICAL EQUIPMENT, CHEMICAL PHARMACEUTICALS, NON-FERROUS METALS AND COAL。