On the 22nd, the trend of the Shanghai and Shenzhen index was divided, the Shanghai index closed down slightly, the Shenzhen Component Index and the gem index both bottomed and rebounded, and the red market closed. After the special stop, the demon stock speculation began to ebb. The real estate sector that rose sharply in the previous two days also experienced a correction. Apple, online games and Internet stocks rose strongly. Industry analysts believe that the current market is still a game market of stock funds, with rapid hot spot rotation. In operation, we should pay attention to controlling positions, reducing operation frequency and avoiding chasing up as much as possible.
demon stock speculation cools down, and the theme of Yuan universe rises again
On December 22, the leader of Lianban shares San Yang Ma (Chongqing) Logistics Co.Ltd(001317) received a letter of concern from Shenzhen Stock Exchange and suspended trading for verification. San Yang Ma (Chongqing) Logistics Co.Ltd(001317) since its listing on November 30, there have been 16 connected boards. San Yang Ma (Chongqing) Logistics Co.Ltd(001317) after the special stop, the speculation of demon stock Legion entered a low tide period. Although Shandong Chiway Industry Development Co.Ltd(002374) anti package limit appeared, the recent limit falls of popular stocks such as Shenyang Jinshan Energy Co.Ltd(600396) , Xuchang Ketop Testing Research Institute Co.Ltd(003008) , Hunan Tyen Machinery Co.Ltd(600698) , Jinquan shares, Guangdong Dcenti Auto-Parts Stock Limited Company(603335) , Zhejiang Yueling Co.Ltd(002725) still suppressed speculation.
The real estate sector that rose sharply in the previous two days also experienced a correction. Both Tianjin Realty Development (Group) Co.Ltd(600322) and Langold Real Estate Co.Ltd(002305) hit the limit on the 22nd, China Vanke Co.Ltd(000002) , Seazen Holdings Co.Ltd(601155) , Gemdale Corporation(600383) fell by more than 2%. In addition, UHV, large infrastructure, hydropower, thermal power, securities, insurance and other sectors led the decline.
Apple, online games and Internet stocks rose strongly. The apple index rose 2.87%. Suzhou Anjie Technology Co.Ltd(002635) , Shenzhen Desay Battery Technology Co.Ltd(000049) , Kunshan Kersen Science & Technology Co.Ltd(603626) rose by the limit, Luxshare Precision Industry Co.Ltd(002475) , Goertek Inc(002241) rose by more than 5%. Online game index rose 3.4%, Tangel Culture Co.Ltd(300148) limit, G-Bits Network Technology(Xiamen)Co.Ltd(603444) , Shanghai Yaoji Technology Co.Ltd(002605) , Ourpalm Co.Ltd(300315) , Hangzhou Shunwang Technology Co.Ltd(300113) rose sharply. The cultural media index rose 1.77%, Jiangyin Zhongnan Heavy Industries Co.Ltd(002445) , Heilongjiang Publishing & Media Co.Ltd(605577) , Cultural Investment Holdings Co.Ltd(600715) , Inly Media Co.Ltd(603598) limit.
"The fulfillment of performance driven by events such as New Year celebrations and New Year celebrations at the end of the year may drive the continued popularity of relevant themes, but we still need to pay attention to the impact of the epidemic. At the same time, the media sector may maintain a rapid rotation, and the hot meta universe may still be hyped repeatedly in the market game mood." Shanxi Securities Co.Ltd(002500) Strategy Analyst Ma Wenyu 22 days after the analysis that the draught in the short term to stimulate the technology sector bubble is not new in the capital market, the concept of the yuan universe has long been good trend is strong, industry development prospects are also broad, but in the current time, part of the valuation or has seriously deviated from the reasonable level, it is recommended to be cautious.
As of the closing, a total of more than 2300 stocks in the two cities rose and more than 2100 stocks fell. The Shanghai Composite Index closed at 3622.62 points, down 0.07%; Shenzhen composite index reported 14791.33 points, up 0.70%; Gem index reported 3368.7 points, up 0.55%. The turnover between the two cities was 1.06 trillion yuan, a slight increase month on month. Northward capital continued to shrink, and the transaction volume continued to hit a new low for one month. The net sales throughout the day were 1.745 billion yuan, which has been sold for four consecutive days.
control the overall bin to reduce the operation frequency
"On Wednesday, the trend of Shanghai and Shenzhen index was divided, and the market turnover still did not improve significantly. The northward capital flowed out for four consecutive days, the trading activity fell back, and the wait-and-see mood rose." According to Ma Wenyu's analysis, the continuous outflow of northbound funds in recent days is mainly due to the joint influence of overseas interest rate increase signals and restrictions on "fake foreign capital". In the medium and long term, the stable pattern of foreign capital entering the market remains unchanged. Under the background of relatively stable Fundamentals, the attraction of China's A-share market continues to strengthen after the epidemic. At the same time, with the reform and opening up, it has entered the "deep-water area" of institutional opening up, In the process of gradually building capital market rules in line with the international market, China is expected to continue to dredge the pain points and blocking points for foreign capital entering the market, and the volume of A-share market is expected to continue to expand.
Ma Wenyu further analyzed that recently, there was a correction in the A-share market, the trading activity decreased significantly, or it was mostly caused by the cold market sentiment driven by changes in fundamentals at home and abroad. In general, under the downward expectation of earnings, the overall trend upward momentum of A-shares is insufficient, but structural opportunities still exist. It is suggested to focus on the required consumption with strong risk aversion attribute The policy supports the promising opportunities in the field of new energy vehicles and medium and high-end manufacturing with strong industrial logic support.
On the 22nd, technology growth stocks represented by intelligent driving and yuanuniverse were active, while the real estate sector and industrial chain led by Tuesday fell across the board, basically showing the characteristics of a one-day tour. Yuezhifang, a Yuanda investment consultant, analyzed on the 22nd that the current market is still dominated by stock funds. Due to the strong pressure in the range of 3630-3650 points of the Shanghai stock index and the weak rebound of the superimposed gem, in the short term, the future trend of the Shanghai and Shenzhen indexes can not be overestimated. If the index can not expand upward, it does not rule out the possibility of returning to shock adjustment. Among them, the shock range of Shanghai stock index will be 3630-3580 points, and the gem index may go back to 3300 points.
In view of the current market pattern, Yue Zhifang believes that we still need to be cautious and control the overall position within 30%. And for students with heavy positions, every short-term rebound in the market needs to grasp the opportunity to reduce positions at high prices. In terms of specific positions, low undervalued core value varieties can participate in the allocation appropriately; For the high-quality targets of growth themes (lithium battery, photovoltaic and military industry) of high-profile track, we should patiently wait for the low absorption opportunities after plate adjustment and stabilization. As for the low consumption of blue chips (Baijiu, Chinese medicine CRO), they can continue to hold the middle line. In terms of specific operation, it is recommended to reduce the operation frequency and avoid chasing high operation as much as possible.
(Volkswagen Securities Journal)
