Yesterday, the three major indexes rebounded from the bottom and rose slightly. The turnover of the two cities was 949.1 billion, down 69.7 billion from the previous trading day. In terms of sectors, digital currency, port and shipping, oil and gas exploitation, coal and other sectors led the increase, while industrial mother machine, education, architectural decoration, digital village and other sectors led the decline. As of yesterday's close, the Shanghai index rose 0.32%, the Shenzhen Composite Index rose 0.32% and the gem index rose 0.89%. Northbound funds bought a net 2.047 billion yuan throughout the day, including 1.708 billion yuan for Shanghai Stock connect and 339 million yuan for Shenzhen Stock connect.
Overnight, the three major US stock indexes closed mixed, with the NASDAQ up 0.41%, the Dow down 0.49% and the S & P 500 down 0.24%. The three major stock indexes fell more than 3% in February and recorded two consecutive monthly declines. Tesla's hydrogen and photovoltaic sectors rose by 9%, and Tesla's performance was strong. Bank stocks fell, JPMorgan Chase fell more than 4%.
At the morning meeting of securities companies today, Founder Securities Co.Ltd(601901) said that it was optimistic about the performance of the market in March Central China Securities Co.Ltd(601375) believes that the impact of the situation in Russia and Ukraine is still there, and A-Shares are suppressed first and then raised; In terms of investment opportunities, Huafu Securities pointed out that the follow-up will focus on the sectors that can maintain high growth or are expected to reverse the boom.
Founder Securities Co.Ltd(601901) : optimistic about the performance of the market in March
Founder Securities Co.Ltd(601901) research report pointed out that in general, it is optimistic about the performance of the market in March. The current wide credit pattern has emerged. In the past six credit expansion cycles, the easing of monetary policy and credit will significantly rebound A shares in the short term. Under the favorable credit expansion in the short term, we are optimistic about the overall performance of the market; The recent conflict between Russia and Ukraine has become an important factor affecting the market trend. We believe that the impact of risk events may cause mood fluctuations in the short term, but rarely have a sustained negative impact; We are optimistic about the performance of technology growth companies under the cycle logic of zhugra, an emerging industry.
Central Plains strategy: the impact of the situation in Russia and Ukraine is still there, and A-Shares are suppressed first and then raised
Central China Securities Co.Ltd(601375) pointed out that on Monday, the A-share market was depressed first and then raised, with a slight shock and upward. Affected by the continuous turmoil in Russia and Ukraine, the Asia Pacific market fell across the board in the morning, and the stock indexes of the two cities fell rapidly in the morning. With the successive strengthening of energy metals, non-ferrous metals and photovoltaic equipment, the Shanghai index stabilized and rebounded, the trading volume of the two cities was less than trillion, and the characteristics of stock game reappeared. We believe that the impact of the situation in Russia and Ukraine on the A-share market may be gradually weakened in the future. Investors pay more attention to the impact of Chinese factors. The national two sessions are about to be held. It is suggested that investors pay close attention to the changes of policy, capital and external market.
Central China Securities Co.Ltd(601375) it is expected that the short-term slight consolidation of the Shanghai stock index is more likely, and the short-term shock rebound of the gem is more likely. Investors are advised to pay careful attention to the investment opportunities in new energy, medical treatment, small metals, chemical fertilizer and semiconductor industries in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Huafu Securities: focus on high growth or business reversal
Huafu Securities said that Russia Ukraine geopolitical crisis continued to ferment, and there is still no sign of easing for the time being. However, given that all industries in China have relatively complete industrial chains, and there is little inflationary pressure in China, the RMB continues to strengthen and hovers at a new high in recent five years, it is obvious that Chinese assets have been gradually given the attribute of risk aversion. It is expected that the disturbance of overseas risk events to the A-share market is relatively short. Subsequently, it is expected that the steady growth policy will still be intensively implemented, and enterprises will successively enter the pre disclosure period of the first quarterly report. As for the future, it is suggested to continue to focus on the "stable growth" and "undervalued +" as the main line, and focus on the sectors that can maintain high growth or are expected to reverse the boom.
