The three major A-share indexes collectively closed up today, with the Shanghai index rising 0.79% to close at 3479.95 points; The Shenzhen Component Index rose 1.55% to close at 13531.31 points; The gem index rose 1.30% to close at 2883.60. The market turnover reached 931.8 billion yuan, the industry sector rose almost across the board, the digital currency concept stocks set off a rising tide, the computer equipment, traditional Chinese medicine and communication service industries led the rise, and only the wind power equipment, banking and oil industries bucked the market.
Today’s news:
1. Good landing! The central bank and other heavyweights released a list of concept stocks to promote the development of legal digital currency standards
2. The property market and banks are double positive! The central bank and the China Banking and Insurance Regulatory Commission issued a document that such housing loans will not be included in the concentration management
3. The products of private placement leaders touch the stop loss line! 90 billion private placement fell into loss, and nearly 1000 products entered the early warning line
4. The national development and Reform Commission interviewed iron ore information enterprises: fight against the outcry of bid up prices and other acts
5, Bing dwen dwen continues to be hot. Will Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) and Cultural Investment Holdings Co.Ltd(600715) three major shareholders still have to increase their holdings?
6. What signal? Ninety percent of foreign capital has poured into this sector, and funds are stepping up position adjustment and stock exchange. Has the style really changed?
7. What happened? Zhonggai shares suddenly soared: pinduoduo soared by 13% and Ali soared by 150 billion!
8. The list of major projects with a total investment of RMB 2 trillion in Chengdu Chongqing economic circle was released, and the concept stocks with high growth performance were the first to see
For the future market trend, institutions have expressed their views.
Everbright Securities Company Limited(601788) mentioned that the market still has the power to rebound in the near future. There is no need to remain pessimistic. You can continue to focus on individual stocks rather than the index. In terms of strategy, digital currency is expected to continue to strengthen, which can be paid appropriate attention. At the same time, infrastructure is still a hot spot in the short-term direction. In the medium and long term, China is expected to get out of the independent market and actively pay attention to sectors such as medicine, military industry, new energy and mandatory consumption.
After the completion of Guosheng’s decline, it is expected that there will be a good opportunity for the securities market to fully release the risk. In terms of operation, the main decline of small and medium-sized stocks before the festival and the supplementary decline of large cap stocks after the festival have been completed, the risk release has been relatively sufficient, the market sentiment has obviously warmed up, the superimposed market volume can be enlarged, and the market main line focusing on infrastructure has emerged. Therefore, the short-term market may welcome the good opportunity of rebound and long, light the index and heavy stocks, and focus on infrastructure, power Opportunities for small and medium-sized stocks such as coal.
Soochow Securities Co.Ltd(601555) it is predicted that in the short term, the stability of the gem index mainly depends on the relevant heavyweights, but there is no systemic risk in the market. Under the loose and friendly liquidity environment in China, the valuations of some industries are at historically low levels, so we have to wait patiently for the stability of the market.
Dongguan Securities pointed out that considering that the current overall A-share valuation is reasonable and the steady growth policy has gradually formed a joint force, it is expected that the market is expected to gradually stabilize and rebound, and pay attention to the gains and losses of the annual line and the rotation of the sector. In terms of operation, it is suggested to pay attention to finance, steel, coal, household appliances, building materials, building decoration and other industries.
Central China Securities Co.Ltd(601375) believes that the current market differentiation characteristics are more serious. Growth stocks and track stocks with large cumulative gains in the early stage have fallen one after another. Many undervalued heavyweights in the main board market have begun to emerge, and the mentality of investors abandoning the high to the low is more obvious. The short-term volatility of the Shanghai index around 3400 points is more likely, and the short-term consolidation of the gem is more likely. Investors are advised to pay careful attention to the investment opportunities in engineering construction, cement and building materials and some cycle industries in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Zhongtai Securities Co.Ltd(600918) said that after the festival, in the empty window period of “substantial interest rate hike” by the Federal Reserve, China’s steady growth policies such as RRR reduction, savings force, social finance and other indicators stabilize, the market may open a “spring market”. At the same time, considering the benefits of comprehensive registration system and steady growth on undervalued blue chips, the potential suppression of high valuation by the “hawks” of the Federal Reserve, and the strength and non record low of undervalued blue chips such as SSE 50 in the adjustment process in January, the market after the festival is still the main line of blue chips. In terms of specific configuration, undervalued blue chips still adhere to three lines: 1) securities companies; 2) Central enterprises with high dividends related to national reform, especially the development direction of central finance such as railway and electric power; 3) Green electricity. At the same time, some drugs related to the epidemic, such as ventilator and vaccine, have also entered the allocation range.
