Continue to rise. The Shanghai Composite Index closed at 3666.35 points, a weekly increase of 1.63%, with a turnover of 2663.237 billion yuan; The Shenzhen Component Index was 15111.56 points, up 1.47% on a weekly basis, with a turnover of 3341.031 billion yuan; The SSE 50 index reached 3353.63 points, up 4.10% on a weekly basis, with a turnover of 495.88 billion yuan; The CSI 300 index reached 5055.12 points, up 3.14% on a weekly basis, with a turnover of 1785.687 billion yuan; The CSI 1000 index reached 7949.12 points, with a weekly increase of – 0.93% and a turnover of 1308.316 billion yuan; The gem composite index was 3737.67 points, with a weekly increase of – 1.02% and a turnover of 1271.803 billion yuan. This week, the market continued to fluctuate and climb, the market value of small and medium-sized enterprises was adjusted, the weight rose sharply, and the market was stable and good. The trading amount remained above trillion, the sentiment of participants remained relatively high, and the average value of fund positions fluctuated. On the whole, the market value of small and medium-sized enterprises began to adjust after continuous rise, and the weight began to force. The market sector took turns to show good toughness, and the market was stable and good, which was in line with our expectations. The psychological impact of the epidemic has weakened, and the convening of the central economic work conference has also set a stable tone for next year. The market environment is still good and the future market is still optimistic. We continue our previous view that the market will not rise too fast. It is expected to fluctuate upward, but there are still many trading opportunities. We continue to maintain a moderately optimistic strategy and grasp the current trading opportunities. The strategic layout is still a good time window.
The theme is still active. Although the overall market value of small and medium-sized enterprises has been adjusted, the theme investment is still active. From the perspective of individual stock growth, restructuring, hydrogen energy and yuancosmic stocks rose better. The larger decline is the large increase stocks and risk stocks in the early stage. From the concept index, lithium resource related and meta universe related concepts led the overall increase. The concepts at the forefront of the decline are mainly related concepts such as medicine and infrastructure. In terms of industry, construction decoration, mining and other industries led the rise, while leisure services, textiles and clothing and other industries performed relatively weakly. The market shock rebounded, the mood remained active, and the activity of individual stocks was good, so there were more trading opportunities. However, at present, it is still in the mood repair period, so there will be repeated situations. However, the repeated performance of the low-level plate market can provide better intervention opportunities without panic. Last week, the nonferrous metals sector, especially rare earth and lithium, became active again after preliminary adjustment, which is worthy of attention. It continues this week, and the food and beverage industry is also rising steadily. We continue to pay attention to the activity of low-level plates. There should be better opportunities and space when the market is gradually stable and good. Our sight can be longer. For plates at the bottom and with more driving factors, we can think about it in the long run. We continue to view the rotation of consumption, technology and cycle, and only pay attention to the fluctuation of the market during short-term switching. In the intensive meeting period of the fourth quarter, there are many relevant policy drivers, and the sustainability of thematic investment is optimistic.
Remain optimistic. On the whole, the market maintains the upward trend of shock, the impact of the epidemic is gradually weakened, the policy environment is good, the liquidity expectation is also good, and the market environment is relatively good. We expect the upward trend of shock to continue. We just can’t be too radical. We continue to maintain moderate optimism and actively grasp the trading opportunities in the market. From the perspective of opportunities, we will continue to pay attention to the recovery of low-level sectors, and continue to pay attention to the new energy industry chain, food and beverage, medicine and science and technology, and follow the market to seize trading opportunities.
