The three major A-share indexes collectively closed up today, with the Shanghai index rising 0.63% to close at 3451.41 points; The Shenzhen Component Index rose 1.21% to close at 13412.92 points; The gem index showed a strong trend, with an increase of 2.58% to close at 2855.80 points. The market turnover exceeded 1 trillion yuan, reaching 1.02 trillion yuan today. Most industry sectors closed up, medical services, shipping ports and power industries rose sharply, and shipbuilding, precious metals and coal industries weakened against the market. BEIXIANG capital bought a net 6.385 billion yuan today.
Today’s news:
1. How much impact does the escalation of the conflict between Russia and Ukraine have on the market? Here comes the latest interpretation of the organization
2. Which A-share listed companies have business layout in Ukraine? Is it affected? Here comes the latest response
3. Strong risk aversion and gold fever! Shenzhen Shuibei reappears the scene of queuing. The post-90s and post-00s join the “gold hoarding” group
4. Ministry of Education: resolutely investigate and deal with the malicious price increase of non discipline training and earnestly safeguard the interests of the people
5. Another batch of top flow fund managers’ invisible heavy positions were exposed! Segment track “invisible champion” is sought after
6. The top-level plan in the field of environmental protection will announce the list of tax preference concept stocks supported by the Ministry of ecology and environment
For the future market trend, institutions have expressed their views.
The Shanghai index gained strong support near 601375}. At present, the external situation is still complicated and confusing. Before the influencing factors are further clarified, investors are advised to see more and move less. It is expected that the short-term inertia of the Shanghai index is more likely to go down, and the short-term shock 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.
Dongguan securities mentioned that the short-term market is more disturbed by external factors, or there are still repeated shocks, waiting for the market to stabilize, paying attention to peripheral geopolitical changes, and it is suggested to pay attention to finance, petroleum and petrochemical, building materials, steel and other industries in operation.
Shenwan Hongyuan Group Co.Ltd(000166) pointed out that under the environment of severe fluctuations in the global market, the A-share market fell back and bottomed again. Although the short-term performance was weak, the Shanghai composite index did not change the pattern of shock bottoming. In the stage of adjusting the low volume, it will help to accelerate the release of the momentum of position reduction, and the centralized change of hands will also lay the foundation for the index to form a low transaction intensive area again.
Huaxin Securities believes that the rebound of A-Shares and the return of trillion transaction amount is a relatively clear signal, and the participation of investors has become higher. For the current market, whether it is the Fed’s interest rate increase expectation in March or the Russian Ukrainian geopolitical crisis, the current market price has responded, but the market has ignored the steady growth expectation and the continuous implementation of the policy of wide credit and wide finance, and the subsequent market will have positive feedback.
Shanxi Securities Co.Ltd(002500) believes that the volatile market will continue, and there are certain structural opportunities in the market. It is suggested to grasp the main line of “stable growth” in the short term, and pay attention to the opportunities of high boom and low value sectors in the concepts of digital economy, localization of core parts and components, large country heavy weapons and so on.
YueKai securities mentioned that looking at the overall situation, it is not pessimistic about the future market. The two sessions will open next week. It is expected that the market will remain stable, there are external disturbance factors in the short term, and the medium and long term will return to the economic and profit fundamentals. On the whole, the prosperity of chemical, electronic, power equipment, medicine and mechanical equipment industries has remained high, resulting in obvious dominance of profits. It is suggested that investors should actively pay attention to the high growth of performance, underestimated sectors and high-quality stocks with better than expected performance.
Guosheng Securities pointed out that at present, as long as the index no longer reaches a new low and maintains the range shock pattern, we can actively pay attention to the market hot spots, grasp the rotation rhythm of the sector, control the position and be cautious to be long. We can focus on the concept of counting from the east to the west, infrastructure, lithium extraction from salt lakes, Rural Revitalization and other sector opportunities.
