The trend of the three major A-share indexes was divided today, and the Shanghai index closed down 0.07% to close at 3622.62 points; The Shenzhen Component Index rose 0.70% to close at 14791.33 points; The gem index rose 0.55% to close at 3368.70. The market turnover remained above 1 trillion yuan, reaching 1.06 trillion yuan today. Industry sectors rose and fell, Yuan universe concept stocks rose sharply, traditional Chinese medicine, games and gas sectors led the rise, and real estate development sector led the decline.
Today’s news:
1, new energy, Baijiu and medicine are being replaced by “hammers”. Where is the main line of hot search on fund topics next year?
2. China Mobile’s subscription today may become the largest IPO in nearly a decade, raising 56 billion yuan
3. Shanghai and Zhejiang require star artists and network anchors to pay close attention to self-examination and actively report and correct tax related problems
4. Today! After the first new shares of the Beijing stock exchange were purchased and listed, they easily doubled? Note that the new rules are very different
5. The low-level stocks are quietly rising, and the list of low-level blue chip stocks concerned by institutions is coming
6. The construction of offshore wind power projects is in full swing, and the installed capacity is expected to increase significantly during the 14th Five Year Plan period
For the future market trend, institutions have expressed their views.
Dongguan Securities said that the market returned above 3600 points to repair the recent weak pattern, and the trading in the two cities remained active. With the recovery of market confidence, the market is expected to continue to fluctuate and stabilize, 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, building materials, household appliances, food and beverage, TMT and other industries.
Soochow Securities Co.Ltd(601555) believes that there is a certain rebound in the market, but the rebound can be small, and it is not out of the short-term downward trend for the time being. In terms of operation, investors can continue to choose the action of stopping profits at high prices and reducing positions, take a wait-and-see attitude, conduct short-term hot spot operations with small positions, and gradually increase positions after the market stabilizes effectively.
Central China Securities Co.Ltd(601375) it is expected that the short-term slight shock of the Shanghai index is more likely, and the short-term slight consolidation of the gem is more likely. Investors are advised to pay careful attention to the investment opportunities in real estate, building materials and automobile industries in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
YueKai Securities said that the new regulations on northbound funds will help to further improve the mechanism of Shanghai Shenzhen Hong Kong stock connect, facilitate foreign investors to invest in the A-share market, and increase the fluctuation of foreign capital inflow in the short term. However, in the long run, under the background of the continuous opening of the capital market and the gradual enhancement of the attraction of a shares, the new regulations have little impact on the overall inflow of foreign capital. From the historical trend, the continued inflow of funds from northbound has a significant boost to the recovery of market sentiment and the improvement of risk appetite, which is expected to help A-Shares stage a new year’s market.
According to the analysis of Minsheng securities, grasping the main line in 2022 is still the core task of investors in market disturbance. The essence of bullish spring agitation is actually pessimistic about the whole year of 2022, while Minsheng Securities believes that the ability of A-Shares to create returns for shareholders throughout the year will not decline, and investors should give up short-term game. Current recommended layout: Iron and steel, coal, new power system construction (intelligent distribution network, energy storage and comprehensive energy services), power and nonferrous metals (aluminum and copper). Throughout 2022, the themes of banking, crude oil chain (oil transportation and oil service), gold and Rural Revitalization will be important main lines.
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The trend of the three major A-share indexes was divided today, and the Shanghai index closed down 0.07% to close at 3622.62 points; The Shenzhen Component Index rose 0.70% to close at 14791.33 points; The gem index rose 0.55% to close at 3368.70. The market turnover remained above 1 trillion yuan, reaching 1.06 trillion yuan today. Industry sectors rose and fell, Yuan universe concept stocks rose sharply, traditional Chinese medicine, games and gas sectors led the rise, and real estate development sector led the decline.
Today’s news:
1, new energy, Baijiu and medicine are being replaced by “hammers”. Where is the main line of hot search on fund topics next year?
2. China Mobile’s subscription today may become the largest IPO in nearly a decade, raising 56 billion yuan
3. Shanghai and Zhejiang require star artists and network anchors to pay close attention to self-examination and actively report and correct tax related problems
4. Today! After the first new shares of the Beijing stock exchange were purchased and listed, they easily doubled? Note that the new rules are very different
5. The low-level stocks are quietly rising, and the list of low-level blue chip stocks concerned by institutions is coming
6. The construction of offshore wind power projects is in full swing, and the installed capacity is expected to increase significantly during the 14th Five Year Plan period
For the future market trend, institutions have expressed their views.
Dongguan Securities said that the market returned above 3600 points to repair the recent weak pattern, and the trading in the two cities remained active. With the recovery of market confidence, the market is expected to continue to fluctuate and stabilize, 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, building materials, household appliances, food and beverage, TMT and other industries.
Soochow Securities Co.Ltd(601555) believes that there is a certain rebound in the market, but the rebound can be small, and it is not out of the short-term downward trend for the time being. In terms of operation, investors can continue to choose the action of stopping profits at high prices and reducing positions, take a wait-and-see attitude, conduct short-term hot spot operations with small positions, and gradually increase positions after the market stabilizes effectively.
Central China Securities Co.Ltd(601375) it is expected that the short-term slight shock of the Shanghai index is more likely, and the short-term slight consolidation of the gem is more likely. Investors are advised to pay careful attention to the investment opportunities in real estate, building materials and automobile industries in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
YueKai Securities said that the new regulations on northbound funds will help to further improve the mechanism of Shanghai Shenzhen Hong Kong stock connect, facilitate foreign investors to invest in the A-share market, and increase the fluctuation of foreign capital inflow in the short term. However, in the long run, under the background of the continuous opening of the capital market and the gradual enhancement of the attraction of a shares, the new regulations have little impact on the overall inflow of foreign capital. From the historical trend, the continued inflow of funds from northbound has a significant boost to the recovery of market sentiment and the improvement of risk appetite, which is expected to help A-Shares stage a new year’s market.
According to the analysis of Minsheng securities, grasping the main line in 2022 is still the core task of investors in market disturbance. The essence of bullish spring agitation is actually pessimistic about the whole year of 2022, while Minsheng Securities believes that the ability of A-Shares to create returns for shareholders throughout the year will not decline, and investors should give up short-term game. Current recommended layout: Iron and steel, coal, new power system construction (intelligent distribution network, energy storage and comprehensive energy services), power and nonferrous metals (aluminum and copper). Throughout 2022, the themes of banking, crude oil chain (oil transportation and oil service), gold and Rural Revitalization will be important main lines.
