brief description of disk
On Wednesday, A-share differentiation, stock index shock consolidation, and gem led the rise. On the disk, gas, games, traditional Chinese medicine, mining, cultural media, optical optoelectronics, semiconductors, consumer electronics, chemical fertilizer and other industries led the increase; Real estate, automobile service, engineering construction, shipping port, power equipment, steel, cement, coal and other industries led the decline. In terms of theme stocks, 3D cameras, metauniverse, oil price related, Hongmeng concept, automobile chips, wireless charging, etc. led the rise, while horse racing concept, rental and sale rights, marine economy, low-carbon metallurgy, equipment construction, etc. made a slight correction.
message plane
real estate stocks went crazy and more than 40 closed the board!
This year’s worst plate, real estate stocks, was finally elated! On the 20th, Yango Group Co.Ltd(000671) , Tahoe Group Co.Ltd(000732) and other more than 40 real estate stocks rose by the limit. On the news side, the authoritative media Financial Times reported that the central bank and the China Banking and Insurance Regulatory Commission issued the notice on doing a good job in M & a financial services for risk disposal projects of key real estate enterprises.
more than 180 billion yuan poured into ETF funds
According to wind data, calculated according to the fund establishment date, as of December 20, the issuance scale of ETF has reached 187.6 billion yuan this year, a record high in the same period, and the number of new products has reached 271. However, the performance of ETF this year can be described as “some people are happy and others are worried”. The highest increase has been close to 70%, and the biggest decrease has been reduced by 50%.
China Mobile’s subscription today may become the largest IPO in nearly a decade, raising 56 billion
The number of shares issued by China Mobile a is 846 million, accounting for about 3.97% of the total share capital after issuance. If “green shoes” is fully exercised, the total number of shares issued will be expanded to 973 million, accounting for about 4.53% of the total share capital after issuance. Based on the issue price of 57.58 yuan / share, if the over allotment option, namely “green shoes”, is fully exercised, China Mobile is expected to raise a total of 56 billion yuan.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the space for monetary easing in China has been opened and liquidity will gradually become loose. The central bank released 1.2 trillion yuan of long-term funds, which generally formed a positive stimulus to the market. For stock assets, a new round of global bull market is still early, and structural growth opportunities are still the main tone. In November, the PMI index turned upward as scheduled, and the cross year market will gradually unfold.
Short term mood:
Pre market judgment: all US stocks rose sharply overnight, and large technology stocks and popular Chinese stocks rose. It is expected that A-Shares will have a good performance on Wednesday, and the short-term low absorption window may be closed.
The sharp rise of technology stocks and the surge of China concept stocks in the US stock market were quickly transmitted to a shares. In early trading, concept stocks such as semiconductors, chips and metauniverse rose one after another. The gem index is stronger than the Shanghai index.
The real estate sector, which soared for two consecutive days, experienced a correction, especially yesterday’s rise of more than 40 real estate stocks. The short-term and overdraft action force needs to be adjusted.
Investment suggestions:
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. Since mid November, A-Shares have been significantly differentiated. Hydrogen energy, auto parts, UHV, energy storage, metauniverse, lithium battery, real estate and other popular sectors can only be closed when you sing and I come on stage. The theme of state-owned assets reform has become a new main line. In terms of operation, it is recommended to focus on small cap state-owned stocks with valuation advantages in the short term, and focus on technology stocks such as intelligent driving and chips with large growth space in the middle line.
(Jufeng Finance)
