Yesterday, the market rebounded strongly, and the entrepreneurship index rose by more than 3%. The track stocks such as cro and new energy, which had fallen sharply, strengthened collectively. More than 2300 stocks rose in the two cities. The turnover of Shanghai and Shenzhen stock markets was 827.5 billion, a decrease of 35 billion compared with the previous trading day. In terms of sectors, CRO, Hangzhou Asian Games, semiconductors and components, education, power equipment and other sectors led the increase, while tourism, airport shipping, coal, oil and gas, real estate and other sectors led the decline.
In the US stock market, the three major indexes collectively closed higher, with the Dow index up 1.22%, the S & P 500 index up 1.58% and the NASDAQ up 2.53%. Online education and anti epidemic concept stocks led the gains, while the oil and gas sector fell, and popular Chinese concept stocks generally rose.
At today’s morning meeting of securities companies, Central China Securities Co.Ltd(601375) believed that although the track stocks rebounded comprehensively yesterday, the trading volume of the two cities failed to be effectively enlarged, and the characteristics of stock game are obvious. Whether the gem index can detect the periodic low point still needs to be verified. It is believed that the long-term trend of the market will remain unchanged, but the market will still face the problem of long-term differentiation.
Central China Securities Co.Ltd(601375) : the game characteristics of market stock are obvious. Whether the gem index can detect the periodic low point still needs to be verified
On Tuesday, the A-share market first suppressed and then rose, with a slight shock and rise. Taking on the inertia of the downward trend of the stock index the day before yesterday, the two markets fell slightly in the morning. With the overall rebound of track stocks such as new energy, medicine, semiconductor and Aerospace Military Industry, the stock index stabilized and rebounded. The performance of the gem throughout the day was significantly stronger than that of the main board market, and the growth stocks showed a comprehensive rebound trend. The financial, real estate and cyclical industries that have recently bucked the trend have declined across the board, and the structural characteristics of the market are still relatively significant. It is worth noting that although the track stocks rebounded in an all-round way, the trading volume of the two cities failed to be effectively enlarged, and the stock game characteristics are obvious. Whether the gem index can detect the periodic low point still needs to be verified.
It is expected that the Shanghai index is more likely to fluctuate slightly in the short term, and the GEM market is more likely to continue to rebound in the short term. Investors are advised 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.
Everbright Securities Company Limited(601788) : in the short term, the market will still face the trend of front row differentiation
Yesterday, the track sectors led by wind power, photovoltaic and semiconductor rebounded across the board, Contemporary Amperex Technology Co.Limited(300750) rose nearly 4% and Longi Green Energy Technology Co.Ltd(601012) rose more than 5%. The cro sector strengthened significantly. Previously, the make-up decline of heavyweights on the gem was more like the last vent of bears. After the panic, there will be a technical rebound in the day, but it still needs to be noted that the market capacity has not returned to the previous state, and the medium and long-term upward logic remains unchanged, but the market will still face the trend of front row differentiation in the short term, so we need to pay attention to rhythm and other issues.
In terms of strategy, track stocks have obviously warmed up and took the lead in getting out of the bottom building market. Wind power and upstream lithium resources are still the more cost-effective layout direction at present. In terms of theme, it has not yet resonated with the index in the day, and there are repair expectations in the future. The direction is still the mainstream digital currency and infrastructure.
China International Capital Corporation Limited(601995) : the long-term attribute of power it investment is clear and is expected to grow sustainably
In different penetration stages of new energy, power presents differentiated characteristics, and new pain points gradually emerge. Taking the power generation side as an example, in the moderate penetration stage of new energy, coal power is still an important resource for peak shaving. With the large-scale grid connection of new energy, problems such as insufficient flexibility of coal power, operation and maintenance monitoring of new energy units and generation prediction are prominent. In the high / high penetration stage of new energy, the power grid is highly power electronic, the system inertia decreases, and the stability of frequency (voltage) decreases, which constitutes a pain point. Therefore, in order to deal with the problem of stage differentiation, the power grid needs to be gradually upgraded at the level of software and hardware, the stock demand of corresponding IT solutions is stable, and new demand points continue to be released.
