Key investment points:
Financial Highlights
1. There is little suspense about the "18 consecutive rises" of pensions. Experts expect the increase to be about 3% this year.
2. Most of the listed companies of securities companies expect good performance in 2021.
3. Strong demand for direct financing of entities under the registration system: there are more than 800 IPO enterprises under review.
4. Many places have issued photovoltaic and wind power support policies to improve the status of new energy infrastructure.
5. Many institutions on Wall Street warned that soaring oil prices may continue to push up global inflation.
A-share market overview
On Monday (February 14), the A-share market opened low and went down with shock. Following the inertia of last Friday's adjustment, the stock indexes of the two cities jumped short and opened low in the morning. After several failed attempts to rise, the stock index fell step by step with the repeated decline of banking, securities, insurance and other financial sectors, and rebounded slightly in the late trading. The Shanghai index basically showed the characteristics of unilateral shock and downward throughout the day. The growth enterprise market rose and fell on Monday, with a slight decline. The performance of the component index was slightly stronger than that of the main board market.
Future research and investment suggestions
On Monday, the A-share market opened low, went low and fluctuated downward. In the morning, the stock indexes of the two cities surged up several times without success. With the joint decline of financial sectors such as banking, insurance and securities, the stock index fluctuated downward step by step. Although there was a rebound in the end of the day, the stock index still showed the operating characteristics of unilateral shock and decline throughout the day. Since the stock index rose 3500 points on February 11, the financial, real estate and cyclical industries have fallen in turn. The stock indexes of the two cities have started a second downward trend. Some leading varieties on the gem continue to fall in large quantities, and the market risk is still being released. We believe that at present, some institutions are still changing positions and shares, and the market will still face certain fluctuations in the future. We suggest investors to see more and move less, and continue to pay attention to the changes in policy, capital and external market.
It is expected that the short-term slight correction of the Shanghai index is more likely, and the short-term slight shock of the gem is more likely. We suggest investors to wait and see for a while in the short term and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
