The three major A-share indexes collectively closed lower today, of which the Shanghai index fell 0.66% to close at 3462.95 points; The Shenzhen Component Index fell 1.55% to close at 13224.38; The gem index fell 2.84% to close at 2746.38. The market turnover reached 991.5 billion yuan, and the number of falling stocks exceeded 4000. The industry sector showed a general downward trend. Only the insurance, banking, real estate development, energy metals and coal industries rose against the market, while the traditional Chinese medicine, medical devices and game industries led the decline.
Today’s news:
1. What is the signal that the two major indicators hit a record high with the latest data from the central bank? Wide credit continues to bear fruit
2. The night of inflation explosion: did Wall Street put all the disastrous consequences on it?
3. People’s Daily: correctly understand and grasp carbon peak and carbon neutralization
4. After the meeting of the two ministries and commissions, the price of coal fell, but coal stocks rose? Analysts said they were optimistic about the performance of relevant companies
5. List of foreign overweight stocks supported by digital trade policy
What are the gold stocks in June and February? The list of 20 securities companies has been released, and these golden tracks have attracted attention!
Has the pig business cycle reached the bottom of 500 million?
For the future market trend, institutions have expressed their views.
Soochow Securities Co.Ltd(601555) said that the gem index was dragged down by the continuous sharp decline in the direction of Contemporary Amperex Technology Co.Limited(300750) and medicine, and there was no signal of stabilization in the technical side. In the short term, it is still recommended to wait and see carefully. In the direction of weighted blue chip, after the short-term positive rebound, we should also consider the possibility of the market stepping back. From the perspective of trading volume, the liquidity of the market after the festival has reached a higher level than that in the early stage, It means that the trading opportunities are decreasing, which is reflected in the fast rotation of sector themes on the disk, and it is difficult to participate. In terms of operation, it is recommended to light the index and focus on individual stocks, cautiously pursue the rise, and try to avoid crowded hot tracks. In the short term, we can focus on the recovery line and digital economy, and in the medium and long term, we should pay attention to the allocation opportunities of Hong Kong stocks.
Dongguan Securities pointed out that the trend of the Shanghai index is tenacious, while the trend of the gem index is weak. The market style is biased towards blue chips, undervalued stocks are stronger, while growth stocks continue to adjust. Considering the sustained force of the steady growth policy, the market is expected 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 suggested to pay attention to finance, agriculture, forestry, animal husbandry and fishery, household appliances, building materials, building decoration and other industries.
Huajin securities mentioned that throughout the year, it is expected that the A-share market will show a V-shaped trend in 2022. In the first half of the year, China’s monetary policy was mainly stable, the performance growth rate of listed companies fell, and the liquidity will actually be neutral and tight under the background of continuous contraction overseas. The performance valuation will kill both. It is difficult to significantly improve the risk appetite, and the market may need to continue to look for support; In the second half of the year, the counter cyclical adjustment policy is expected to exert its force, the industrial drive will shift from the old economy to the new economy, China’s economic growth model will change from high growth to high-quality development, the residents’ asset allocation will gradually change from real estate to capital market, and A shares will return to the slow bull road.
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.
