The trend of the three major A-share indexes was divided today, with the Shanghai index closing up 0.66% and the daily K-line rising for four consecutive days to close at 3490.76 points; The Shenzhen Component Index rose 0.27% to close at 13459.68; The gem index fell 0.46% to close at 2826.81. Market turnover shrank, with only 807.5 billion yuan traded throughout the day. The industry sector rose more or fell less. The concept stocks of counting East and counting West broke out. The coal industry, steel industry and real estate development industry led the increase, while the battery and precious metal industry led the decrease.
Today’s news:
1. Collective bullish on a shares! Goldman Sachs and other five international institutions: now is a good time to increase their holdings of Chinese stocks
2. New infrastructure projects are coming! The project of “counting from the east to the west” was fully implemented
3. The chip leader was reduced by large funds and the shareholding of large funds was exposed
4. People’s Daily published an article signed by Liu Kun: appropriately determine the deficit ratio and scientifically arrange the debt scale
5. The seventh batch of national mining start declaration! These companies “lead”
6. National development and Reform Commission: organize and implement the special action for the innovation and development of photovoltaic industry
For the future market trend, institutions have expressed their views.
Soochow Securities Co.Ltd(601555) said that in the short term, it is necessary to beware of the decline of the stock index in case of resistance. However, even if there is a return step in the short term, the range is relatively limited, and it will also bring better opportunities for low absorption. The trend of phased bottoming in the market has been relatively obvious. It is suggested that investors grasp the structural rotation opportunities of undervalued value and growth track, and focus on half position rolling operation.
Central China Securities Co.Ltd(601375) pointed out that at present, the Shanghai index is in the stage of secondary decline and contraction shock, the hot spots take turns frequently, and the market profit-making effect is not strong. Whether the phased bottom can be found in the future still needs to be verified by many factors. It is suggested to pay close attention to the changes of policy, capital and external market. It is expected that the short-term slight shock of the Shanghai index is more likely, and the short-term slight consolidation of the gem is more likely. 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.
Orient Securities Company Limited(600958) mentioned that when the transaction cannot be effectively enlarged, the game characteristics of the market stock are obvious, the wait-and-see mentality of OTC funds is heavy, and the performance of track stocks and cycle stocks turns, but it failed to drive the stock index out of the market. The market trend opportunities still need to be changed by external factors such as policy and capital. It is expected that the stock index is more likely to be slightly sorted out in the short term, and continue to pay attention to the rebound opportunities of undervalued blue chips and track stocks.
Huaxin Securities said that the A-share volume can still be maintained at a low level, which is a warning signal. Under the background of no expansion of volume can, it is difficult to undertake the large unwinding selling pressure above. Therefore, from the perspective of the market, the index does not rise in large quantities, and there is probably the possibility of profit taking.
Everbright Securities Company Limited(601788) believes that the previous make-up decline of heavyweights on the gem is more like the last vent of bears. After the panic, there will be a technical rebound, 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. However, in the short term, the market will still face the trend of front row differentiation, so we need to pay attention to rhythm and other issues.
