At the beginning of 2022, the stock market and convertible bond market were in recession. What happened?

1. Lay out the old track. The high-prosperity track has been falling continuously recently, and stocks and bonds have been linked. Among convertible bonds, individual bonds such as photovoltaics, chips, and lithium batteries have also fallen sharply. However, there were signs of stabilizing last week, and some individual bonds have also begun to rebound. You can place 10% of your positions before the holidays, and you need to choose individual bonds with low premiums.

2. Layout new concepts. The new concept Yuanverse and the digital economy are likely to become the main line of the market in 2022. Some individual bonds are still at low levels and are expected to rise with the support of policies. Just focus on the strengthening of the underlying stocks.

3. Lay out low valuations. In 2022, the reversal expected low valuation sector is expected to break through. Mainly including airport aviation, tourism hotels, building materials, Internet, finance, etc. At the same time, as the bond market declines, and there will be more and more low-valued and low-priced bonds, individual bonds below 130 yuan can be appropriately allocated.

Personal immature opinions, guidance and exchanges are welcome