brief description of disk
On Friday morning, A-Shares opened high and went low, stopped falling and rebounded one hour after the opening, and the gem index regained 2900 points. On the disk, tourism hotels, household light industry, education, software development, communication services, commercial department stores, cultural media, Internet services, computer equipment, agriculture, animal husbandry, feeding and fishing and other industries led the increase; Coal, energy metals, gold, steel and wine industries led the decline. In terms of subject stocks, online tourism, blind box economy, RCS concept, digital currency concept, tax rebate store, Huawei Euler, radio and television, etc. led the increase, while the concepts of low-carbon metallurgy, scarce resources, hit battery, coal chemical industry and blade battery led the decline.
message plane
"emotional bottom" and "market bottom" resonate, and market overshoot brings better buying points
Citic Securities Company Limited(600030) on January 27, he told the reporter of China Securities Journal that under the further hawkish attitude of the Fed's interest rate meeting, it was almost a foregone conclusion to raise interest rates in March, and the exit rhythm of monetary easing was faster in the first half of the year, triggering a negative resonance in the global equity market. Under the concern of the continuous adjustment of the overseas market during the long holiday, some A-share funds left the market ahead of schedule, resulting in the excessive release of negative sentiment in the market.
six public offering Giants: self purchase of more than 500 million! Significantly relaxed subscription
On January 27, a number of public offering giants announced that based on their confidence in the long-term healthy and stable development of China's capital market, they would make a huge self purchase of their partial stock funds in the near future, and the holding period of the invested funds should not be less than one year.
108 Sci-tech Innovation Board companies are expected to increase their annual performance in 2021
Data treasure statistics show that as of January 28, 136 science and Innovation Board companies have announced the performance forecast of 2021. The type of performance forecast shows that there are 108 pre increase companies and 7 pre profit companies; There are 8 companies whose performance is expected to decline and 8 companies whose loss is expected. Among the performance prediction companies, according to the median increase of expected net profit, 54 companies have a net profit increase of more than 100%; There are 47 companies whose net profit increases between 50% and 100%.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the liquidity at the macro level has gradually improved, and the PMI index has turned upward for two consecutive months, indicating that the medium-term market of A-Shares is expected to be better, and the offensive in spring will be gradually launched.
Pre market judgment: European stock markets continued to rebound overnight; U.S. stocks opened higher and went lower, while new energy vehicles and popular Chinese concept stocks generally fell. It is expected that A-Shares will continue to shock and bottom, and new energy vehicles and Internet companies will be under pressure. Today is the last trading day of the year of the ox. downsizing and consolidation may be the best choice.
In fact, A-Shares opened slightly higher in the morning. The performance of Contemporary Amperex Technology Co.Limited(300750) in the fourth quarter was much higher than expected by 3.4%, driving the gem to open higher by 1.34%, and the Shanghai stock index opened above 3400 points. The Shanghai stock index opened quickly to cover the gap of short jump and hit a new low. Contemporary Amperex Technology Co.Limited(300750) opened with a sharp dive and turned green. After covering the gap of short jump, the gem index continued to explore downward and fell below the integer level of 2900 points. After 10:30, Contemporary Amperex Technology Co.Limited(300750) rose again, the decline of photovoltaic sector narrowed, the brokerage sector rose, and the stock index stopped falling and rebounded.
With the Spring Festival approaching, the central bank today launched a 14 day reverse repurchase operation of 200 billion yuan, with the bid winning interest rate of 2.25%, the same as before. This has a certain psychological effect on stabilizing market liquidity. Steel, coal, gold and other recent strong sectors made up for the decline; Tourism, education, software, communications and other sectors oversold and rebounded.
Investment suggestions:
After new year's day, A-Shares have been callback continuously, and the overvalued track stocks and growth stocks have been significantly adjusted. The undervalued blue chips reflect a certain defensive nature, and there is also a phenomenon of making up the decline this week; This is a signal to speed up the bottom. After the market stabilizes, configure four sectors: state-owned assets reform, high annual growth, securities companies and oversold secondary new shares.
