Looking back on Thursday's A-share market, the Shanghai and Shenzhen stock markets opened high across the board and fluctuated after the initial inertia soared. Under the leadership of cyclical stocks, the Shanghai index was eye-catching. Boosted by financial stocks, the Shanghai index continued to rise further in the afternoon. With the strength of subject stocks, the Shenzhen Component Index and gem index also fluctuated upward, and the three major stock indexes ushered in a rebound throughout the day.
As mentioned in Soochow Securities Co.Ltd(601555) , after a short adjustment, the index ushered in a Zhongyang rebound on Thursday, and the short-term sentiment of the market was good, and the subject stock market continued. However, the trading volume of the two cities has shrunk compared with the previous day, and the lack of incremental funds will also suppress the upward rebound space of the index. Therefore, it is recommended that investors properly control their positions, avoid chasing up popular stocks with relatively high positions, bargain hunting, pay attention to the varieties with low performance support and the plate whose performance is expected to be repaired next year.
From the technical point of view, Dongguan Securities pointed out that after the continuous rest of the market, there was a rebound demand , the themes of individual stocks blossomed at many points, the net inflow of funds going north, and the overall profit-making effect was good. It is expected that the market will continue to rebound after the shock and consolidation, and pay attention to the rotation rhythm of the plate and the change of volume energy. In terms of operation, it is recommended to pay attention to finance, food and beverage, household appliances, building materials, electrical equipment, TMT and other industries.
In terms of the future market, Huaxin Securities said that at present, the index has restarted rising after a short-term strong shock. It is likely that the Shanghai stock index can break through the high point of 3700. As for whether it can break through to 3800, we still need to focus on the subsequent changes in energy.
However, Sinolink Securities Co.Ltd(600109) mentioned that the U.S. debt risk has been resolved, and China's Ministry of Finance issued a special debt limit in advance. It is expected that the short-term market will cover the gap of falling short again. Radical investors are advised to pay attention to banks, securities companies, buildings and building materials. Steady investors maintained about 80% of their positions.
In addition, Guosheng Securities believes that the market shock of has intensified, and launched a general attack on the previous two peaks. The market environment is acceptable, and the strategy is mainly to grasp structural opportunities . We should avoid the huge increase in the early stage and the serious target, so as to prevent the early liquidation of funds before the year from breaking through the thunderstorm. In terms of operation, it is suggested to pay attention to hydrogen energy and metauniverse. From the perspective of tuyere orientation, more funds are poured into these two plates in the early stage, and the theme has imagination space. At the same time, the new year is approaching, and large consumption is a subject of concern in the medium term.
Macroscopically, YueKai Securities said that in terms of China's policy , the policy is stable and seeks progress while maintaining stability, so as to promote the steady improvement of the quality and reasonable growth of the economy. Insist on standing first and then breaking, and fight steadily. China's economy is undergoing active transformation and development. Common prosperity and carbon neutrality are the main lines of long-term policies for some time in the future. With the gradual clarity of the realization path and the gradual implementation of relevant supporting policies, the industries related to the above main lines, such as large consumption, new energy and green finance, are expected to usher in long-term development opportunities.
In terms of foreign policies , the agency further analyzed that the U.S. mid-term election is coming, and a number of policies stimulate growth. At present, the support rate of Biden's government has declined continuously, or faces great challenges in next year's mid-term elections. It is expected that in the future, we will continue to strengthen multilateral diplomacy and stimulate economic growth from the two aspects of controlling inflation and epidemic.
In terms of operational strategy, Changjiang Securities Company Limited(000783) pointed out that the opportunity of "dilemma reversal" will be discussed under steady growth. 1) the overall stock price of the "dilemma reversal" industry has basically stabilized , and the subsequent profit elasticity and industry cost performance may be higher. The trend of growth style gradually slows down. In the "steady growth" stage in the next quarter, it will be more difficult for Fundamentals and trend to exceed expectations. In the process of some "difficulties", the attention of the industry is relatively low, the subsequent downward space is limited, and the overall cost performance is high.
2) From the bottom up, the recovery of trade and demand, policy stimulus and weakening of online channel subsidies are the reasons for the industry's performance exceeding expectations in the process of repair. It mainly includes: industries benefiting from trade and demand recovery : information security, oil and gas chain, textile and clothing chain; The transgenic policy is beneficial to the seed industry and the increase of information security and government service related projects under the active fiscal policy; Online channel subsidies are weakening, and the pressure on dealers and offline retail is alleviated, which is good for the condiment and retail industry.
3) From top to bottom, according to the revenue forecast of Companies in the industry, banking segments, department stores, Internet services and other industries have strong consensus expectations for repair.
Huaxi Securities Co.Ltd(002926) believes that in December alone, A-Shares are expected to continue the cross-year market, and do not catch up or fall on plates or individual stocks. In terms of industry configuration, there are three main investment lines: 1, new energy (vehicle) (smart grid, energy storage, wind energy, photovoltaic, etc.); 2. consumption upgrading related , food, beverage, medicine, etc; 3. The "real estate" sector benefited from the marginal change of the real estate policy of "implementing policies due to the city", and individual stocks focused on the central enterprises with increased market share. Theme investment focuses on "double carbon, military industry, consumption upgrading", etc.
Huaan Securities Co.Ltd(600909) said that while actively distributing and participating in the cross year market and emphasizing the opportunities of growth sectors, we can turn to more positive ideas and tilt from structural to comprehensive allocation. First, in terms of growth , we will continue to adhere to the industrial chain of new energy vehicles, photovoltaic, wind power, hydrogen energy, energy storage and semiconductors in the medium term, and further explore the links in the industrial chain where there is a gap between supply and demand and profit improvement, such as the profit improvement of photovoltaic middle and downstream modules; Second, infrastructure chain , and add building materials that benefit from the advance force of policies; Third, consumption direction , structural opportunities, focusing on the automobile industry recovery and agriculture, forestry, animal husbandry and fishery benefiting from the price rise; The fourth is financial direction . In addition to securities companies affected by transaction volume and comprehensive registration system, the additional allocation policy eases the superposition of real estate repaired by valuation, as well as banks with improved asset quality.
<divvoteid="14962" votetitle="%u3010%u80A1%u6C11%u8C03%u67E5%u95EE%u5377%u30112021%uFF0C%u4F60%u8D5A%u94B1%u4E86%u5417%uFF1F" >
Looking back on Thursday's A-share market, the Shanghai and Shenzhen stock markets opened high across the board and fluctuated after the initial inertia soared. Under the leadership of cyclical stocks, the Shanghai index was eye-catching. Boosted by financial stocks, the Shanghai index continued to rise further in the afternoon. With the strength of subject stocks, the Shenzhen Component Index and gem index also fluctuated upward, and the three major stock indexes ushered in a rebound throughout the day.
As mentioned in Soochow Securities Co.Ltd(601555) , after a short adjustment, the index ushered in a Zhongyang rebound on Thursday, and the short-term sentiment of the market was good, and the subject stock market continued. However, the trading volume of the two cities has shrunk compared with the previous day, and the lack of incremental funds will also suppress the upward rebound space of the index. Therefore, it is recommended that investors properly control their positions, avoid chasing up popular stocks with relatively high positions, bargain hunting, pay attention to the varieties with low performance support and the plate whose performance is expected to be repaired next year.
From the technical point of view, Dongguan Securities pointed out that after the continuous rest of the market, there was a rebound demand , the themes of individual stocks blossomed at many points, the net inflow of funds going north, and the overall profit-making effect was good. It is expected that the market will continue to rebound after the shock and consolidation, and pay attention to the rotation rhythm of the plate and the change of volume energy. In terms of operation, it is recommended to pay attention to finance, food and beverage, household appliances, building materials, electrical equipment, TMT and other industries.
In terms of the future market, Huaxin Securities said that at present, the index has restarted rising after a short-term strong shock. It is likely that the Shanghai stock index can break through the high point of 3700. As for whether it can break through to 3800, we still need to focus on the subsequent changes in energy.
However, Sinolink Securities Co.Ltd(600109) mentioned that the U.S. debt risk has been resolved, and China's Ministry of Finance issued a special debt limit in advance. It is expected that the short-term market will cover the gap of falling short again. Radical investors are advised to pay attention to banks, securities companies, buildings and building materials. Steady investors maintained about 80% of their positions.
In addition, Guosheng Securities believes that the market shock of has intensified, and launched a general attack on the previous two peaks. The market environment is acceptable, and the strategy is mainly to grasp structural opportunities . We should avoid the huge increase in the early stage and the serious target, so as to prevent the early liquidation of funds before the year from breaking through the thunderstorm. In terms of operation, it is suggested to pay attention to hydrogen energy and metauniverse. From the perspective of tuyere orientation, more funds are poured into these two plates in the early stage, and the theme has imagination space. At the same time, the new year is approaching, and large consumption is a subject of concern in the medium term.
Macroscopically, YueKai Securities said that in terms of China's policy , the policy is stable and seeks progress while maintaining stability, so as to promote the steady improvement of the quality and reasonable growth of the economy. Insist on standing first and then breaking, and fight steadily. China's economy is undergoing active transformation and development. Common prosperity and carbon neutrality are the main lines of long-term policies for some time in the future. With the gradual clarity of the realization path and the gradual implementation of relevant supporting policies, the industries related to the above main lines, such as large consumption, new energy and green finance, are expected to usher in long-term development opportunities.
In terms of foreign policies , the agency further analyzed that the U.S. mid-term election is coming, and a number of policies stimulate growth. At present, the support rate of Biden's government has declined continuously, or faces great challenges in next year's mid-term elections. It is expected that in the future, we will continue to strengthen multilateral diplomacy and stimulate economic growth from the two aspects of controlling inflation and epidemic.
In terms of operational strategy, Changjiang Securities Company Limited(000783) pointed out that the opportunity of "dilemma reversal" will be discussed under steady growth. 1) the overall stock price of the "dilemma reversal" industry has basically stabilized , and the subsequent profit elasticity and industry cost performance may be higher. The trend of growth style gradually slows down. In the "steady growth" stage in the next quarter, it will be more difficult for Fundamentals and trend to exceed expectations. In the process of some "difficulties", the attention of the industry is relatively low, the subsequent downward space is limited, and the overall cost performance is high.
2) From the bottom up, the recovery of trade and demand, policy stimulus and weakening of online channel subsidies are the reasons for the industry's performance exceeding expectations in the process of repair. It mainly includes: industries benefiting from trade and demand recovery : information security, oil and gas chain, textile and clothing chain; The transgenic policy is beneficial to the seed industry and the increase of information security and government service related projects under the active fiscal policy; Online channel subsidies are weakening, and the pressure on dealers and offline retail is alleviated, which is good for the condiment and retail industry.
3) From top to bottom, according to the revenue forecast of Companies in the industry, banking segments, department stores, Internet services and other industries have strong consensus expectations for repair.
Huaxi Securities Co.Ltd(002926) believes that in December alone, A-Shares are expected to continue the cross-year market, and do not catch up or fall on plates or individual stocks. In terms of industry configuration, there are three main investment lines: 1, new energy (vehicle) (smart grid, energy storage, wind energy, photovoltaic, etc.); 2. consumption upgrading related , food, beverage, medicine, etc; 3. The "real estate" sector benefited from the marginal change of the real estate policy of "implementing policies due to the city", and individual stocks focused on the central enterprises with increased market share. Theme investment focuses on "double carbon, military industry, consumption upgrading", etc.
Huaan Securities Co.Ltd(600909) said that while actively distributing and participating in the cross year market and emphasizing the opportunities of growth sectors, we can turn to more positive ideas and tilt from structural to comprehensive allocation. First, in terms of growth , we will continue to adhere to the industrial chain of new energy vehicles, photovoltaic, wind power, hydrogen energy, energy storage and semiconductors in the medium term, and further explore the links in the industrial chain where there is a gap between supply and demand and profit improvement, such as the profit improvement of photovoltaic middle and downstream modules; Second, infrastructure chain , and add building materials that benefit from the advance force of policies; Third, consumption direction , structural opportunities, focusing on the automobile industry recovery and agriculture, forestry, animal husbandry and fishery benefiting from the price rise; The fourth is financial direction . In addition to securities companies affected by transaction volume and comprehensive registration system, the additional allocation policy eases the superposition of real estate repaired by valuation, as well as banks with improved asset quality.
