Market trend:
The trend of the three major indexes was divided in the afternoon. The Shanghai Composite Index and Shenzhen Composite Index rose in the late afternoon, and the gem index fluctuated at a low level. As of the close, the Shanghai Composite Index closed flat, with the Shenzhen composite index up 0.09% and the gem index down 0.79%; Stocks in the two cities rose more and fell less, nearly 3400 stocks rose and 116 stocks rose by the limit; The daily turnover of the two cities exceeded 900 billion, and the net sales of funds from the North exceeded 3.5 billion. Today’s gem index fell mainly due to the drag of Contemporary Amperex Technology Co.Limited(300750) , and the overall performance of subject stocks is very active. In the days when the traditional infrastructure sector fluctuated, the theme stocks showed signs of strengthening again, and the future market focused on sustainability.
Hot sector analysis:
In terms of sectors, today we focus on tracking two sectors: first, the number of concept stocks in the East and the number of concept stocks in the West. Last Friday, I commented on this sector. Today, this sector is still the absolute hot spot of the two cities. Eastern digital computing and Western computing actually cover a wide range, including data centers, communication equipment, big data, cloud computing and other sub industries. Analysts said that the “counting from the east to the west” project was fully launched, and the data center industry is huge, containing rich investment opportunities. In the five days since February 17, securities companies have released nearly 100 research reports focusing on “counting from the east to the west”. The heat of the market is. Due to the overlap with the new infrastructure and the proximity of the national two sessions, the future market probability still has the opportunity to rebound actively. Second, the coal sector. China commodity futures closed, led by black, with Zheng coal up more than 6%, coking coal up more than 5%, iron ore and soda ash Zheng oil up more than 4%, Zheng oil and coke up more than 3%, manganese silicon and palm up more than 2%. Although China has been regulating coal prices recently, coal is in short supply and rising prices in the international market, which has brought price expectations to China’s coal market. Today, the overall performance of the coal sector was strong, Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) and other stocks rose by more than 8%. It should be noted here that in the near future, the amount of energy is below trillion, the market is still stock capital, and the rotation of sectors is more frequent. Recently, the digital economy has risen sharply, and the performance of cyclical stocks is relatively poor. It is not ruled out that there is exchange or rotation rise. Investors need to pay attention to the investment rhythm and should not catch up sharply.
Outlook:
Under the background of today’s Contemporary Amperex Technology Co.Limited(300750) adjustment, other theme stocks are active; This is a good phenomenon that can be seen vaguely. Only when the market has a continuous profit-making effect can it attract incremental funds. However, at present, it is still a structural market, and the market has not yet entered the general rising pattern; The sector is still dominated by rotation. At present, China’s economy has sufficient endogenous kinetic energy, and house prices have shown signs of stabilizing recently. It is unlikely that the market will continue to kill after continuous adjustment, and the future market is likely to rebound.
