Key investment points:
Financial Highlights
1. The third batch of pilot cities of digital RMB will appear and strive for pilot qualification in many places.
2. Members of the CPPCC National Committee suggested: heavy tax on the super average profits of the liquor industry.
3. Reallocate the undervalued sector, and many active equity funds rose against the trend this year.
4. The first city to fully relax purchase and loan restrictions has taken 19 measures.
5. Folding screen mobile phones have become the protagonist of the world mobile conference, and the industry has entered the fast lane of development.
A-share market overview
On Wednesday (March 2), the A-share market was first depressed and then raised, with slight shock consolidation. The situation in Russia and Ukraine escalated again, and investors’ risk aversion increased rapidly. Overnight, the European and American markets fell across the board, and the Asia Pacific market generally fell in the morning. The stock indexes of the two cities jumped short and opened low in the morning. The core assets and growth stocks that led the rise the day before yesterday fell in turn, dragging down the stock index. In the afternoon, with the coal Oil, nonferrous metals and other resource sectors took the lead in strengthening, driving the stock index to stabilize and recover. The Shanghai index basically showed the operation characteristics of slight shock and consolidation throughout the day. The GEM market fluctuated downward on Wednesday, and the performance of the component index throughout the day was significantly weaker than that of the main board market.
Future research and investment suggestions
On Wednesday, the A-share market was first depressed and then raised, with slight shock consolidation. The situation in Russia and Ukraine escalated again. The European and American markets fell across the board overnight, and the Asia Pacific market generally fell in the morning. Investors’ risk aversion increased rapidly. The stock indexes of the two cities jumped short and opened low in the morning. The core assets and growth stocks that led the rise the day before yesterday fell in turn, dragging down the stock index. In the afternoon, with the coal Oil, nonferrous metals and other resource sectors took the lead in strengthening, driving the stock index to stabilize and recover. The Shanghai index continued to fluctuate below 3500 points throughout the day. The trading volume of the two cities is 890 billion yuan, which continues to decrease slightly, and the characteristics of stock game are obvious. Whether the Shanghai index can successfully challenge the area above the annual line in the future still depends on the strong support of policy and capital.
It is expected that the short-term slight consolidation of the Shanghai index is more likely, and the short-term slight shock of the gem is more likely. We suggest that investors should pay close attention to the investment opportunities in medicine, small metals, agriculture, animal husbandry, feeding and fishery and cyclical industries in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
