brief description of disk
On Monday, A-Shares opened slightly lower, then rose and fell, and continued to build a bottom. On the disk, tourism and hotels, precious metals, mining, aerospace, cultural media, education, shipbuilding, chemical pharmaceuticals, pesticides and veterinary drugs, medical services and other industries led the increase; Insurance, banking, securities, real estate, shipping and port, diversified finance, steel and other industries led the decline. In terms of subject stocks, covid-19 drugs, CRO, online tourism, film and television concept, blind box economy, diamond cultivation, glyphosate, industrial marijuana, etc. led the increase, while REITs concept, civil explosion concept, rental and sale right, digital currency, brokerage concept and digital economy led the decline.
message plane
the international oil price is approaching the 100 yuan mark, and China's oil price may meet the "four consecutive rises"
During China's Spring Festival holiday, international oil prices hit a new high since 2016 under many favorable conditions. They have been rising continuously in the past week and are moving towards the 100 yuan mark. Affected by this, at 24:00 on February 17, China's oil price probably increased, or ushered in "four consecutive rises".
foreign investors bought A-share undervalued insurance shares during the year
On February 11, the insurance sector (Shenwan secondary industry classification) rose again against the trend, rising 2.98% on the same day, becoming the focus of the market. In fact, as of February 11 this year, the insurance sector has quietly increased by 9.02%, ranking sixth among the major sectors of a shares. The total net purchase amount of Ping An Insurance (Group) Company Of China Ltd(601318) during the year reached 4.9 billion yuan, ranking first in A-share insurance stocks.
top ten brokerage strategies: the market will recover in March, and A-Shares are in the strategic layout stage
Huaxi Securities Co.Ltd(002926) said that it is currently in the stage of repeated bottom grinding and in the stage of strategic layout in the medium and long term. The current A shares are still in a period of shock and repeated bottom grinding. The adjustment of the A-share overvalued boom track is a "cold spring" after the general rise in the early stage. Many factors restricting the strength of the A-share market need to be gradually digested. For a longer period of time, A-Shares are in the stage of strategic layout.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the liquidity at the macro level has been gradually improved, and the central bank has continuously cut reserve requirements and interest rates to release liquidity, indicating that the policy bottom has appeared; The medium-term market is expected to rise, but the construction of the market bottom is more complex and there is a time lag between the market bottom and the policy bottom. We should be more patient.
Pre market judgment: the three major indexes of US stocks fell collectively overnight, and the concepts of marijuana, energy and tobacco strengthened significantly. It is expected that the relevant sectors of A-Shares will perform. However, at present, the market is still adjusting, and it is not suitable to take heavy positions before the gem index stops falling. In addition, today is "Valentine's Day". It is expected that there will be changes in consumer sectors such as jewelry, film and television media, tourism and hotels. It is not recommended to catch up.
In fact, the three major A-share indexes opened slightly lower, then rose and fell. Opening tourist hotels and jewelry appeared at the top of the increase list as expected, and the batch limit of film and television cinemas was close to noon. In addition, Contemporary Amperex Technology Co.Limited(300750) , Porton Pharma Solutions Ltd(300363) , Luxshare Precision Industry Co.Ltd(002475) and other track stocks rebounded, which had a great impact on the gem index. However, the Shanghai Composite Index underperformed due to the decline of financial and real estate sectors that supported the market on Friday. It is expected that the market will continue the sawing state one after another, and we should shift our attention from value stocks to growth stocks in the short term.
Investment suggestions:
Before the Spring Festival, A-Shares were corrected continuously, and the overvalued track stocks and growth stocks were significantly adjusted. The undervalued blue chips reflected a certain defensive nature. The make-up decline of blue chips in the last week before the festival was a signal of accelerating bottom building. After the Spring Festival, the market liquidity will improve, the spring offensive will be officially launched, and the initial stage will still be a structural market. After the market experienced the decline of growth stocks and the rebound of value stocks after new year's day, there is expected to be a short-term style switch. The gem index has entered a technical bear market and will rebound in the short term, which can grasp the short-term opportunities. It is recommended to allocate secondary new shares with high growth and oversold in the annual report.
