On February 9, the three major A-share indexes rose collectively. According to wind data, the Shanghai Composite Index rose 0.79% to 3479.95 points; The Shenzhen Composite Index rose 1.55% to 13531.31 points; The gem index rose 1.30% to 2883.60. Northbound funds bought a small net 484 million yuan throughout the day, including 983 million yuan for Shanghai Stock connect and 499 million yuan for Shenzhen Stock connect.
Among the shenwanyi industry sectors, the sectors of communication, computer, food and beverage led the increase; Banking, architectural decoration, real estate and other sectors led the decline.
Among the concept sectors, digital currency, financial technology, Lianban and other concept sectors led the increase; Large infrastructure central enterprises, banks and cement manufacturing sectors led the decline.
Anxin Securities believes that the recovery of consumption scenario brings investment opportunities. Baijiu, the overall dynamic marketing sound healthy than expected. The prosperity margin of regional famous wines is upward, and the stability and performance elasticity are attractive. In terms of mass consumer goods, it is suggested to keep up with the rhythm of performance release and pay attention to the targets that benefit from the recovery of consumption scenarios.
