Zhongxin Jingwei, February 22 - affected by the sharp decline of peripheral stock markets, in early trading on Tuesday, A-Shares fluctuated lower after opening low, and the three major indexes fell by more than 1%. Gold, oil and gas and other safe haven sectors opened stronger, Chenzhou City Jingui Silver Industry Co.Ltd(002716) limit, and lithium stocks strengthened in intraday shocks.
As of midday closing, the Shanghai index fell 1.36%, the Shenzhen composite index fell 1.62% and the gem index fell 1.61%. Overall, individual stocks fell more and rose less, and more than 3900 individual stocks fell.
On the disk, oil, gas supply and heating, mineral products and other sectors led the increase; Internet, hotel catering, advertising packaging and other sectors led the decline.
Lithium stocks bucked the market and made good, Sichuan Yahua Industrial Group Co.Ltd(002497) rose by the word limit and Tibet Summit Resources Co.Ltd(600338) rose. Intraday changes in gas stocks, Xinjiang Xintai Natural Gas Co.Ltd(603393) led gains.
Galaxy Securities said that from the published forecast of the annual report of 2021, the performance of leading enterprises in the lithium industry began to release significantly from the fourth quarter of 2021, while the prosperity of the lithium industry remained the same in 2022, and the lithium price remained strong and continued to rise, which made the performance of leading enterprises highly uncertain. Superimposed on the correction of the early share price of the lithium sector, the valuation and investment cost performance of the lithium sector is high at present, After the leading Contemporary Amperex Technology Co.Limited(300750) share price drives the overall stabilization of the lithium battery sector, the lithium sector supported by fundamentals and valuation may usher in a strong rebound.
For the recent hot concept of East West calculation, China International Capital Corporation Limited(601995) research report believes that East West calculation is an important basis for China's development of digital economy, and it is predicted that it will drive the investment scale of 100 billion yuan per year in the next five years. Xi'an computing will drive the demand for civil engineering of data center, supporting facilities of computer room and green power, and then put data communication equipment such as servers on the shelves with the demand of downstream; In the medium and long term, Dongshu will drive the eastern IDC to optimize the competition pattern and stabilize the profitability. New cloud business opportunities will also appear in the process of East-West data flow. The development path of Eastern digital computing and Western computing is consistent with that of China's cloud computing industry.
At the same time, according to the analysis of Huaxin Securities Research Report, as far as A-Shares are concerned, the return step on Monday provides the basis for the subsequent rise. However, after hours, affected by the news that Ukraine fell into the situation of exchange of fire again, the global financial markets shook again. The European and American stock markets, which had a good rise, suddenly turned downward, and the fluctuations of the peripheral markets may disturb the A-share market, but even if they fell, it was only the second bottom of the market. Overall, for the current A-share market, we should be optimistic.
(the views in this article are for reference only and do not constitute investment suggestions. Investment is risky and should be cautious when entering the market.)
