On March 3, the three major A-share indexes fluctuated and fell, and the turnover of the two cities exceeded 1 trillion yuan.
According to wind data, as of the close, the Shanghai Composite Index fell 0.09% to 348111 points; The Shenzhen composite index fell 1.09% to 1320182 points; The gem index fell 1.51% to 279195 points; The total turnover of Shanghai and Shenzhen stock markets was 1.01 trillion yuan.
Among the shenwanyi industry sectors, as of the closing, the transportation, coal and real estate sectors were among the top gainers; Food and beverage, national defense and military industry and electronics sectors led the decline.
Among the concept sectors, as of the closing, the China Japan South Korea Free Trade Zone, the Yangtze River economic belt and the concept sector of crude oil storage and transportation had the highest increase; Lithium battery negative and Baijiu concept sector are the top ones.
Sinolink Securities Co.Ltd(600109) believes that the undervalued value is preferred under the current defensive thinking, but it is difficult for the undervalued value sector to have a relative return when the subsequent A-share changes from defensive to offensive. The inflection point of the growth curve of the new energy sector is still difficult to see in the short term, and the medium and long-term logic is difficult to falsify.
From the perspective of industry allocation, Sinolink Securities Co.Ltd(600109) said that attention could be paid to the stabilization and recovery of the new energy sector, and the TMT hard technology sector was arranged on the left; At the same time, pay attention to the short-term and fast opportunities of securities companies, and gradually pay attention to the dilemma reversal opportunities of aviation airports, restaurants and hotels.
