Key investment points
Market volatility rebounded. The Shanghai Composite Index closed at 3490.76 points, up 0.80% on a weekly basis, with a turnover of 171.884 billion yuan; The Shenzhen Component Index reached 13459.68 points, up 1.78% on a weekly basis, with a turnover of 2501.437 billion yuan; The SSE 50 index reached 3162.82 points, up 0.63% on a weekly basis, with a turnover of 304.981 billion yuan; The CSI 300 index reached 4651.24 points, up 1.08% on a weekly basis, with a turnover of 1159.677 billion yuan; The CSI 1000 index reached 7251.79 points, up 3.10% on a weekly basis, with a turnover of 936.494 billion yuan; The gem composite index was 3194.79 points, up 3.53% on a weekly basis, with a turnover of 954.529 billion yuan. Gem continued to rebound sharply. The transaction amount remained below trillion, the mood of participants rebounded, and the fund position was basically stable. On the whole, the market shock rebounded, and the rebound of the gem was large. CSI 1000 has good sustainability, and the main opportunity of the market is still in the small and medium market value. There are many trading opportunities, and the overall mood of the market recovers well. After two weeks of repair, the market is basically stable, and it is expected that the market will continue to rebound. Therefore, we can be moderately optimistic and participate in the trading opportunities of the market. Just the expectation of time and space, we should not be too radical. The market is talking about shock recovery. We can still grasp the current trading opportunities, and the strategic layout is still a good time window.
There are many trading opportunities. Market activity continued to improve, there were more trading opportunities, and hot stocks and sectors performed better. From the perspective of individual stock growth, infrastructure and several pharmaceutical stocks rose better. The larger decline is the stocks with large increase in the early stage and risk stocks. From the perspective of concept index, it mainly refers to the concepts related to the new energy industry chain and medicine. The concepts at the forefront of the decline are mainly concepts such as air tourism and digital currency. In terms of industry, nonferrous metals, electrical equipment, medicine and biology led the rise, while non bank finance, leisure services and other industries performed relatively weakly. The market risk appetite has been improved, and the new energy industry chain and medicine that have been adjusted more in the early stage have rebounded significantly. However, as it is still a game of stock funds, the hot spots in the early stage have dropped. The dominant characteristics of market sentiment are still obvious, and the flow of funds also forms the fluctuation of the market. Before there is no obvious direction, the sentiment of medicine and new energy has begun to repair as expected, and there is still a continuous driving force. There are many trading opportunities in the market, but the upward market needs to be led by a continuous main line. We can pay attention to the sustainability of the rebound of new energy and cloud computing. Consumption and technology are the long-term main line. After the emotional repair, the capital will still return to the long-term main line. Therefore, the adjustment provides a window for strategic allocation instead.
Gradually moderate optimism. On the whole, the market sentiment has recovered well and the market is becoming more and more stable. However, due to the rapid switching of market hot spots, it is difficult to form an effective joint force. In order to continue to rise, the market needs a strong sector. From the current market performance, the new infrastructure policy environment is good, and the adjustment time and space of the science and technology sector are sufficient, which is worthy of continuous tracking. At the same time, the repair of the new energy industry chain is also worthy of attention. We believe that after the market is repaired, there is still a momentum of upward shock, and we can be moderately optimistic in strategy. From a strategic perspective, consumption and science and technology are still the main line, paying attention to the allocation opportunities brought by the adjustment of the main line.
