On Wednesday, Shanghai and Shenzhen stock markets ushered in a rebound. Driven by the semiconductor industry chain, the gem index rose 2.82% and the Kechuang 50 rose 3.98%. On the disk, the semiconductor industry chain, including semiconductor equipment, semiconductor materials and wafer industry, broke out in an all-round way, Naura Technology Group Co.Ltd(002371) , Kingsemi Co.Ltd(688037) and other stocks were sealed; Lithium negative electrode, electronic components and other concepts are scattered. The market is relatively active, with the turnover of the two cities exceeding trillion yuan, the first turnover of more than trillion yuan since January 21, 2022. It can be seen that the market volume also needs the effective cooperation of hot topics.
At present, the valuation of A-Shares is relatively low and the liquidity is relatively abundant. Although the "Russian Ukrainian conflict" has an impact on a shares, the overall impact is relatively small, and more lies in the endogenous economic growth. It is suggested to pay attention to two directions. First, the industry growth rate of the continuously growing sectors with falling valuations after market adjustment, such as new energy, semiconductor and military industry, is still high, and the valuations of some targets have fallen; Second, in the performance forecast, the performance growth is stable and the valuation is relatively low.
