After the new energy boom, medical treatment is expected to become the investment enthusiasm in the second half of the year.

Zhang Yingxi believes that although the A-shares are active in the second half of the year, the actual situation is still a consolidation pattern. But there are many structural opportunities compared to the first half of the year, and it is easier to grasp.

First of all, before the end of the US election in November, there was a period of relative stability. We noticed that the big black swan incident of Brexit quickly settled down. The important reason behind this is that the United States is not willing to take these things further before the election. Fermentation, the United States, Europe and China unite to stabilize the financial market in a loose manner. The core reason is that the United States is unwilling to be uncertain before the election.

Secondly, China will hold the G20 summit in Hangzhou at the end of September. Generally, there are stable needs in all aspects of the economy during this period. Therefore, in the context of the US general election and the G20 summit, the United States will not raise interest rates. In fact, the United States does not need to raise interest rates. This time, the devaluation of the pound, the dollar has been sought after and has strengthened. Therefore, before the above time node, the A shares have a stable period of the empty window period. Before the November 20 general election, we believe that there will be an active period for A shares in the second half of the year.

However, A-shares also lacked obvious upward momentum. The reason is the downward pressure on the real economy. In the third quarter of the second half of the year, we believe that the downward pressure on the economy will be more obvious, especially the impact of the floods. We have seen that the floods are actually larger than in 1998. The impact of the flood on the economy will appear in the third quarter, and the economic data itself has downward pressure. The combination of the two will have a very big impact on the third quarter.

Because of this, we expect the country to increase its stability in the second half of the year. The central bank will continue to adopt a loose approach to deal with the negative impact of internal and external risk events on the economy. The stock market will be more active in the context of maintaining stability and loose monetary policy, but it lacks the momentum to increase, because economic factors do not support it. The downside pressure on the economy is too large. The macro data of the first half of the second quarter released on the 15th, we see that the willingness to invest in the second quarter continues to decline, which shows that the entire real economy is very depressed, and the returns of various industries are in a recession cycle.

We have seen that the recent inflow of funds into performance stocks still has many opportunities in the market. In addition, the second half of the year will not be as panic as the first half of the year. In the first half of the year, we saw that as long as a panic will fall quickly, with the temporary disintegration of various uncertainties and the dilution of time, this panic will gradually fade or even disappear in the second half of the year. In the first anniversary of the stock market crash, it was panic. In the second half of the year, the panic-stricken panic was fading, and the market mentality was stable. It can only be said that opportunities are not lacking, but there is no obvious upward momentum.

In the specific sector, Zhang Yingyi is optimistic about companies with low P/E ratios and high dividends. In addition, excellent companies that benefit from the depreciation of the RMB will also be favored. Specific to the industry, the daily consumer goods, pension medical , pharmaceutical industry, automotive industry boom has rebounded.

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