Send off the Taurus and the people of the whole country welcome the golden tiger! 200 million A-share investors also received good news. On the first trading day overseas during the long Spring Festival holiday, Hong Kong stocks and U.S. stocks rose sharply one after another, sounding the assembly call for A-share festival to make a good start.
On January 31, the Hang Seng Index closed up 1.07%, the S & P 500 rose 1.89%, and the NASDAQ index rose 3.41%. Chinese technology companies represented by the Internet and biomedicine have become the vanguard of this rebound; In terms of Chinese stocks, 84 stocks such as Weilai, BiliBili and pinduoduo rose more than 10% in a single day. In the view of insiders, the rebound of the two Chinese technology stocks with the heaviest selling pressure in the early stage has laid a good foundation for the overall recovery of China’s stock market after the festival.
China concept stocks rebounded violently, with 84 shares up more than 10%
Yesterday was China’s new year’s Eve. The A-share market was closed, and the overseas market continued to open, showing a happy scene as a whole.
during the day, the Hong Kong stock market took the lead in reporting good news. The index stock Tencent holdings closed up 2.61% to HK $472 / share, while another Internet giant meituan rose 5.58%. The Internet as a whole performed well. 18a biomedical company ushered in a long lost rebound, with Baiji Shenzhou up more than 7% and Cinda biology up 6.34%.
Behind the strength of Internet companies is the improvement of regulatory expectations. According to the information from the central network information office, on the afternoon of January 28, the central network information office, together with the national development and Reform Commission, the Ministry of industry and information technology and the State Administration of market supervision, held a symposium on promoting the healthy and sustainable development of Internet enterprises to further understand the situation, clarify the direction, unify ideas, strengthen confidence, summarize experience, grasp laws, optimize the environment and stimulate vitality, Promote the healthy and sustainable development of Internet enterprises.
Zhuang rongwen, deputy director of the Central Propaganda Department, director of the central network information office and director of the state network information office, said at the symposium that the central network information office will work with relevant departments to adhere to the “two unwavering”, adhere to the parallel development and standardization, the simultaneous development of policy guidance and management according to law, pay equal attention to economic and social benefits, strengthen the overall coordination of policies benefiting enterprises, and strengthen the guidance of online publicity and public opinion, Strengthen the communication between government and enterprises, innovate regulatory methods and means, build a pro Qing government business relationship, safeguard the legitimate rights and interests of enterprises, and effectively provide active services, create a good environment and provide strong guarantee for the healthy and sustainable development of Internet enterprises.
In addition, industry sources said that progress was being made in coordinating the regulatory regulations on Chinese companies listed in New York.
This series of good news brought a direct boost to the Chinese stocks of US stocks last night. U.S. stocks rebounded strongly overnight, among which the performance of China concept stocks was the most eye-catching. According to data, yesterday, 84 Chinese companies rose more than 10% in a single day, of which 23 rose more than 15%. Among the well-known Chinese concept stocks, Weilai rose as high as 17.27%, BiliBili rose 15.55%, pinduoduo rose 12.8%, Alibaba rose 9.16% and jd.com rose 7.99%.
the market is expected to stabilize after the festival
In the view of insiders, the Internet and biomedicine, the two Chinese technology stocks with the heaviest selling pressure in the early stage, rebounded, laying a good foundation for the overall recovery of China’s stock market after the festival.
Chen Pengyu, general manager of Kaiyu assets, told the Chinese reporter of the securities firm that opening the chapter of 2022 is still full of expectations: Although China faces the triple pressure of “shrinking demand, supply shock and weakening expectation”, under the policy guidance of “stability first and seeking progress in stability”, we expect moderate monetary easing policy and proactive fiscal policy, And the careful introduction of the “contractionary policy” will escort the resilience and stability of economic development. At the same time, China is also expected to explore new drivers of economic growth, new models of social life and new paths of personnel exchanges under the condition of normalized epidemic prevention and control, promote cross-border trade facilitation, ensure the safety and smoothness of industrial chain and supply chain, and promote the stability and implementation of the process of world economic recovery.
In 2022, Kaiyu’s global market layout will focus on “paying attention to a shares, seeking repair opportunities for Hong Kong shares, and carefully tracking the leaders of the Chinese concept stock industry”: it is optimistic about the A-share market. With the implementation of the new regulations on asset management and the setting of “no speculation in real estate and housing”, more funds will shift from the original real estate investment and non-standard fixed income investment to the equity market, with the continuous inflow of funds to the north, It is expected that under the background of steady growth, risk prevention and reform promotion of a shares, the value of China’s high-quality assets will be revalued; For Hong Kong stocks, the share prices of some sectors will be adjusted due to the influence of industrial policies in 2021. However, the sector adjustment has preceded the macro factors, and then there will be a process of gradual repair, among which there are many tracks that can be optimistic for a long time; For US stocks, the emergence of industry leaders killed by mistake in 2021 is a goal worthy of attention. At the same time, it is also necessary to carefully prevent short-term fluctuations caused by policies related to China concept stocks.
In terms of industries, the agency expects to continue to introduce stable economic policies in the first half of the year, benefiting industries such as finance, new and old infrastructure, and state-owned enterprise developers; Industries that can seek medium and long-term structural investment opportunities in market fluctuations: such as technological innovation (independent and self-control), carbon neutralization (new energy vehicles, photovoltaic, wind power, batteries); In the past two years, the sectors that have lost significantly in the market and showed value have benefited from the recovery of the epidemic and the restart of the economy; Industries with high prosperity and less policy disturbance.
In the last few trading days of the year of the ox, A-Shares adjusted continuously, but private institutions are not pessimistic. Zhu Liang, executive partner and investment director of Danyi investment, believes that historically, the probability of A-share full bear market in a broad monetary environment is very small. Although the Fed’s expectation of raising interest rates and shrinking the table is strong, for a shares, the agency believes that China’s monetary policy is still the main policy. As stated in the annual report, Danyi investment is still optimistic about the structural market throughout the year. Therefore, the more recent declines, the greater the later space. The opportunities of post innovation software and SaaS (e.g. good digestion of SaaS) are likely to come from the automotive and electronic sectors; Sectors of consumption recovery after the epidemic: offline consumption fields such as catering and aviation; And other new cables. But it will take time to digest valuations, recover after the epidemic or new clues.
star private placement source Lesheng assets released a report at the end of last month, saying that in the short term, some investors are worried about the impact of the seven-day closing of the Spring Festival plus external uncertainties, so they choose to sell their positions before the festival in order to avoid risks. However, from past experience, US stocks have fallen greatly. If there are no extreme geopolitical risks, A-Shares may have a good opportunity after the Spring Festival.
\u3000\u3000 “We continue our view in the annual strategy report that 2022 is a year with relatively friendly monetary and credit conditions, and the political task of ‘steady growth’ must and will be completed. Under these two backgrounds, the main investment line of the whole year will still be ‘building a platform for steady growth and singing with high success’. Those new economic leaders representing China’s industrial upgrading and economic prospects are at a high speed In the growth stage, if they have the characteristics of the stability of the supply side pattern, their current static valuation may still be slightly expensive. However, considering their long-term growth space and stage growth rate, even if they buy at the current price, it may be an opportunity to lose only time but not money at most. Moreover, we believe that this time will not be too long.
”Yuanlesheng asset monthly report said.
Soochow Securities Co.Ltd(601555) proposed in the research report that the stock market continues to be clearly optimistic for the whole year. the central economic work conference is the beginning of all easing. Both finance and currency have a clear grasp, and there is no systemic risk in the market. Recently, many provinces and cities have intensively held private enterprise symposiums to affirm the important position of private economy and emphasize the determination of private enterprise development. Steady growth requires four or two catties. The government should enhance the confidence of enterprises, expand the transmission of money to credit, and realize the expansion of investment and reproduction of the whole society. The report believes that the private enterprise symposium is of special significance to a shares. In the second half of 2018 and 2020, the social finance and stock market have significantly stabilized and rebounded. The report is full of confidence in the subsequent social finance and stock market stabilization.
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