The trend of the three major A-share indexes was divided today, and the Shanghai index closed up 0.17% to close at 3485.91 points; The Shenzhen Component Index fell 0.73% to close at 13432.07; The gem index fell 1.98% to close at 2826.52. The market turnover reached 936.3 billion yuan, the industry sector rose less and fell more, tourism hotels and airports led the rise, and lithium, wind power, photovoltaic and other new energy tracks fell sharply.
Today’s news:
1. MSCI announces big news! The list of newly added targets is released and newly incorporated into China Mobile Gree’s flagship index
2. People’s daily comment: correctly understand and grasp the prevention and resolution of major risks
3. The “national team” made its first shot in the New Year! JPMorgan Chase and UBS, the leaders of 50 billion printed circuit boards, also came
4. Trillions of industries welcome benefits. Many departments jointly issued guidance and accelerated the construction of urban environmental facilities
5. “Carry it”! Zhang Kun, Qiu Dongrong and Lin Yingrui have made outstanding achievements in these stocks
6. Citic Securities Company Limited(600030) : supply disturbance superimposed on low inventory support, focusing on copper and aluminum rebound
7. Personal cash deposit and withdrawal of more than 50000 yuan should be registered? Central bank response: it will not affect residents’ normal cash deposit and withdrawal business
8. “Stand high and fall hard” or “kill more” A shares raised by the public. Can you copy your homework this year?
For the future market trend, institutions have expressed their views.
Soochow Securities Co.Ltd(601555) said that the index has little upward space in the short term, and the value and growth on the disk may be repeated, but the logic of each other’s operation is different. One is steady growth and the other is oversold rebound. Before the market stabilizes effectively, it is still difficult to participate. In terms of operation, it is recommended to light the index and focus on individual stocks and try to avoid crowded track themes, Pay attention to the layout opportunities of 5g application end and value blue chip, try to achieve a balanced allocation of value and growth in positions, and pay attention to the allocation opportunities of Hong Kong stocks.
Dongguan Securities pointed out that with the steady growth policy gradually forming a joint force, the market is expected to continue to 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 recommended to pay attention to finance, steel, food and beverage, household appliances, building materials, building decoration and other industries.
Huaxi Securities Co.Ltd(002926) pointed out that in view of the current hawkish tone of the Federal Reserve and the strong expectation of overseas monetary policy contraction, the global risk assets will still be disturbed before the landing of the Federal Reserve’s interest rate meeting in March. It is expected that A-Shares are still dominated by structural market. It is suggested to treat this round of spring market rationally.
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.
Guosheng Securities believes that after the sharp decline is completed and the risk is fully released, the market is expected to usher in a breathing opportunity and have a good opportunity to rebound and do more. 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.
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.
