Looking back on Thursday’s A-share market, the Shanghai and Shenzhen stock markets opened higher, and the shock consolidation pattern was launched in the morning; In the afternoon, with the power of large consumption, the three major stock indexes rose rapidly after shock consolidation, and further made a strong upward attack, forming a tail raising market.
As mentioned by Huaxin securities, A-Shares continue to warm up, but the transaction scale continues to shrink. In recent days, the transaction amount is below 1100 billion yuan. In addition, the northward capital flow is also in a disordered state. At present, it is still in the rebound cycle since the recovery of 3448. The Shanghai stock index still has the kinetic energy close to the 3700 point, but energy is the core key to determine the depth of market rebound, judging from the second start of the index on Thursday, there is still upward momentum in the short cycle, but we should pay close attention to the regional resistance of 3650-3670 points.
Guosheng Securities believes that after the divergence of market sentiment targets on Wednesday, the money loss effect on Thursday continued to expand, the tide of short-term sentiment ebbed, and the track of growth stocks such as wind, light, storage and electricity returned to the eye again. Under the stock market, the main trend plate is silent, and short-term emotional speculation is prevalent; short term sentiment ebbed, and the main trend plate returned to . It is suggested to control positions and grasp the allocation opportunities of new energy, auto parts, semiconductors and large consumption, as well as the emotional repair opportunities of short-term concept speculation such as digital currency and meta universe.
From a technical point of view, Dongguan Securities pointed out that on Thursday, the market shock rebound strengthened, stood firm the short-term average, the rotation rhythm of the plates accelerated, the trading of the two cities continued to remain active, and the northward capital outflow ended and turned into a small net inflow, it is expected that the market will continue to stabilize the recovery trend, and pay attention to the rotation rhythm of the plates 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.
In terms of the future market, Soochow Securities Co.Ltd(601555) mentioned that the current market rebound is divided, and the strength and height of the rebound need to pay close attention to whether the recent major indexes can break through the upper moving average suppression. If the upper selling pressure is large, they may return to the downward channel. In terms of operation, investors can keep low positions and wait and see. Recently, they participate in the hot rotation of the market with low positions, and gradually increase their positions when the market stabilizes and attacks effectively.
Orient Securities Company Limited(600958) said that in the short term, after the continuous decline of the index, there will be a slight and continuous rebound, but it is still subject to the pressure from the top. The market can not lead the rising plate. It does not rule out that the weak decline occurs again after the stock index rises, and the probability of the stock index maintaining the range shock is high. on the premise of overall abundant market liquidity, short-term trading opportunities in the market are gradually increasing. We can actively pay attention to individual stock opportunities on topics such as Yuan universe, green power and environmental protection .
Macroscopically, Wanlian Securities said that structural highlights deserve attention. 1) China’s economy is facing the problem of insufficient effective demand. The weakening of economic fundamentals will increase the pressure on corporate profits and reduce roe. It is expected that the overall profit growth of A-share enterprises will continue to slow down and the upstream and downstream performance will be differentiated. After excluding finance, the growth rate of parent net profit of all A-share companies may fall to the single digit level, and the performance of small and medium-sized enterprises is slightly better than that of large market blue chip .
2) the overall liquidity environment is improving, and incremental funds continue to enter the market . Monetary policy is generally stable and loose, which is good for the equity market. With the unchanged tone of “no speculation in housing and housing”, the net value transformation of bank financial management, and the rising risk of overseas stock market, the attraction of A-Shares will be enhanced, and individual investors, financial institutions and foreign capital will continue to allocate a shares.
3) The probability of significant fluctuations in the macro policy environment in 2022 is low, but under the background of slowing economic growth momentum, deepening economic structure adjustment, easing the marginal of macro policy and accelerating the introduction of industrial policy, focusing on several key tracks is still the main logic of institutional allocation . If you want to obtain excess returns, you still need to select segments.
In terms of operation strategy, the agency pointed out that the overall A-share market is expected to remain volatile next year, and the industry configuration recommendations are as follows: 1) leading silicon in photovoltaic, cell module , photovoltaic integration leading, leading complete machine manufacturer in wind power , fuel cell in hydrogen energy , industrial by-product hydrogen production and lithium ore in the upstream of the new energy vehicle industry chain Artificial graphite, diaphragm electrolyte and other carbon neutralization main line ; 2) The breeding main line benefiting from the transmission of inflation and the recovery of pork prices; 3) The supply side shortage situation has improved, and semiconductors that are expected to be in large quantities next year and structural opportunities for high-end manufacturing sectors such as CXO that maintain a high outlook and have a clear demand side.
In addition, Everbright Securities Company Limited(601788) mentioned that in terms of configuration, new energy direction focuses on hydrogen energy, photovoltaic and related supporting UHV directions; In the medium and long term, we will continue to plan Baijiu, pork, and so on. In the emotional direction, focus on the virtual human in the internal subdivision direction of meta universe and the related stocks of digital currency .
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Looking back on Thursday’s A-share market, the Shanghai and Shenzhen stock markets opened higher, and the shock consolidation pattern was launched in the morning; In the afternoon, with the power of large consumption, the three major stock indexes rose rapidly after shock consolidation, and further made a strong upward attack, forming a tail raising market.
As mentioned by Huaxin securities, A-Shares continue to warm up, but the transaction scale continues to shrink. In recent days, the transaction amount is below 1100 billion yuan. In addition, the northward capital flow is also in a disordered state. At present, it is still in the rebound cycle since the recovery of 3448. The Shanghai stock index still has the kinetic energy close to the 3700 point, but energy is the core key to determine the depth of market rebound, judging from the second start of the index on Thursday, there is still upward momentum in the short cycle, but we should pay close attention to the regional resistance of 3650-3670 points.
Guosheng Securities believes that after the divergence of market sentiment targets on Wednesday, the money loss effect on Thursday continued to expand, the tide of short-term sentiment ebbed, and the track of growth stocks such as wind, light, storage and electricity returned to the eye again. Under the stock market, the main trend plate is silent, and short-term emotional speculation is prevalent; short term sentiment ebbed, and the main trend plate returned to . It is suggested to control positions and grasp the allocation opportunities of new energy, auto parts, semiconductors and large consumption, as well as the emotional repair opportunities of short-term concept speculation such as digital currency and meta universe.
From a technical point of view, Dongguan Securities pointed out that on Thursday, the market shock rebound strengthened, stood firm the short-term average, the rotation rhythm of the plates accelerated, the trading of the two cities continued to remain active, and the northward capital outflow ended and turned into a small net inflow, it is expected that the market will continue to stabilize the recovery trend, and pay attention to the rotation rhythm of the plates 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.
In terms of the future market, Soochow Securities Co.Ltd(601555) mentioned that the current market rebound is divided, and the strength and height of the rebound need to pay close attention to whether the recent major indexes can break through the upper moving average suppression. If the upper selling pressure is large, they may return to the downward channel. In terms of operation, investors can keep low positions and wait and see. Recently, they participate in the hot rotation of the market with low positions, and gradually increase their positions when the market stabilizes and attacks effectively.
Orient Securities Company Limited(600958) said that in the short term, after the continuous decline of the index, there will be a slight and continuous rebound, but it is still subject to the pressure from the top. The market can not lead the rising plate. It does not rule out that the weak decline occurs again after the stock index rises, and the probability of the stock index maintaining the range shock is high. on the premise of overall abundant market liquidity, short-term trading opportunities in the market are gradually increasing. We can actively pay attention to individual stock opportunities on topics such as Yuan universe, green power and environmental protection .
Macroscopically, Wanlian Securities said that structural highlights deserve attention. 1) China’s economy is facing the problem of insufficient effective demand. The weakening of economic fundamentals will increase the pressure on corporate profits and reduce roe. It is expected that the overall profit growth of A-share enterprises will continue to slow down and the upstream and downstream performance will be differentiated. After excluding finance, the growth rate of parent net profit of all A-share companies may fall to the single digit level, and the performance of small and medium-sized enterprises is slightly better than that of large market blue chip .
2) the overall liquidity environment is improving, and incremental funds continue to enter the market . Monetary policy is generally stable and loose, which is good for the equity market. With the unchanged tone of “no speculation in housing and housing”, the net value transformation of bank financial management, and the rising risk of overseas stock market, the attraction of A-Shares will be enhanced, and individual investors, financial institutions and foreign capital will continue to allocate a shares.
3) The probability of significant fluctuations in the macro policy environment in 2022 is low, but under the background of slowing economic growth momentum, deepening economic structure adjustment, easing the marginal of macro policy and accelerating the introduction of industrial policy, focusing on several key tracks is still the main logic of institutional allocation . If you want to obtain excess returns, you still need to select segments.
In terms of operation strategy, the agency pointed out that the overall A-share market is expected to remain volatile next year, and the industry configuration recommendations are as follows: 1) leading silicon in photovoltaic, cell module , photovoltaic integration leading, leading complete machine manufacturer in wind power , fuel cell in hydrogen energy , industrial by-product hydrogen production and lithium ore in the upstream of the new energy vehicle industry chain Artificial graphite, diaphragm electrolyte and other carbon neutralization main line ; 2) The breeding main line benefiting from the transmission of inflation and the recovery of pork prices; 3) The supply side shortage situation has improved, and semiconductors that are expected to be in large quantities next year and structural opportunities for high-end manufacturing sectors such as CXO that maintain a high outlook and have a clear demand side.
In addition, Everbright Securities Company Limited(601788) mentioned that in terms of configuration, new energy direction focuses on hydrogen energy, photovoltaic and related supporting UHV directions; In the medium and long term, we will continue to plan Baijiu, pork, and so on. In the emotional direction, focus on the virtual human in the internal subdivision direction of meta universe and the related stocks of digital currency .
