panel overview
On Monday, A-Shares fluctuated and adjusted, and the performance of gem was slightly stronger. On the disk, mining, shipping ports, ships, oil, energy metals, precious metals, coal, aerospace and photovoltaic led the increase; Decoration, education, wind power equipment, automobiles, cultural media, games, real estate, textiles and clothing, engineering construction, tourism hotels and so on. In terms of theme stocks, digital currency, data security, covid-19 detection, oil and gas equipment and services, diamond cultivation, scarce resources, industrial gas, etc. led the rise, while industrial motherboards, assembly buildings, LEDs, rental and sale rights, photovoltaic buildings, radio and television, e-sports, digital reading and other small pullbacks.
message surface
steady growth will continue to make efforts, and the economy will sail hard in 2022
The national two sessions will be held in 2022, and steady growth has become a hot topic of concern. Experts said that under the “triple pressure” on China’s economic development, stable growth needs to play a key role of investment and consumption to play a basic role in escorting the giant ship of China’s economy.
behind the number of a-share investors exceeding 200 million, the market reform has made rapid progress and the protection of rights and interests has been strengthened
According to the news released by China’s settlement day, since the breakthrough of 150 million in March 2019, the number of A-share investors has been growing, reaching 200087 million by February 25, 2022. The six years of investors’ running admission are also the six years of rapid development of the A-share market and continuous improvement of the basic system. While the number and total market value of listed companies continue to grow in the market, reform measures such as the establishment of the Beijing stock exchange and the science and innovation board and the implementation of the new securities law are gradually implemented, and all parties pay more attention to the protection of investors’ rights and interests.
top ten brokerage strategies: disturbance is fading is a good time to layout the market in spring
Citic Securities Company Limited(600030) believes that the high point of geo risk impact may have passed, and the risk disturbance is mainly reflected in the emotional level. March will enter the preliminary effect observation period of stable growth policy, and it is expected that the follow-up policies will continue to increase and enter the centralized development period. The “three bottoms” of A-Shares have been confirmed in turn, and it is suggested to maintain a high position and stick to the main line of stable growth, Adhere to the balanced allocation of the two dimensions of industry and style, and focus on the layout of “two low positions”.
Jufeng viewpoint
pre trading judgment: on Friday, European and American stock markets rebounded strongly by more than 3% due to the easing of the situation in Ukraine, and the prices of gold and crude oil fell; Institutions generally believe that the world has completed the risk pricing of the situation in Ukraine, but the news over the weekend seems less optimistic. The dollar index rose sharply on Monday, and A-Shares are expected to open higher. It is suggested to continue to control positions during the rebound.
In fact, the three major indexes opened slightly lower this morning. Before opening, crude oil soared by 8% and gold soared by 2%, indicating that the global market once again opened the safe haven mode. Therefore, the 3% rise in European and American stock markets on Friday was not reflected in a shares.
After the opening, track stocks rebounded collectively, and oil, mining, military industry, coal and other sectors strengthened; The infrastructure sector, automobile, media and real estate fell into adjustment. At present, research institutions generally believe that the disturbance of the situation in Ukraine to A-Shares has weakened, but recently, the market has released a huge amount for three consecutive days, which is worthy of vigilance. The amount of days means that there will be a change in the market in the future.
investment suggestions:
Jufeng investment adviser believes that the liquidity at the macro level has been gradually improved, and the central bank has continuously cut reserve requirements and interest rates to release liquidity, indicating that the policy bottom has appeared; However, the construction of the market bottom is complex and there is a time lag between the market bottom and the policy bottom. Before the Spring Festival, the market continued to callback, the overvalued track stocks and growth stocks were significantly adjusted, and the undervalued blue chips reflected a certain degree of defensive. After the Spring Festival, market liquidity improved, and value and growth rose one after another. Recently, the oversold rebound of growth stocks and secondary new shares has been launched, but the sustainability is not strong. Be careful not to chase up. The time has entered the window period of the two sessions, and the probability of A-share building the bottom box is high; The medium-term proposal takes growth as the main line, and individual stocks with higher than expected growth in the annual report and the first quarter report can continue to participate in the rebound.
