Yesterday afternoon, the market rebounded, led by the gem index. On the disk, salt lake lithium extraction, digital currency, glyphosate, instrumentation and other sectors led the rise, while coal, electric power, traditional Chinese medicine, natural gas, hydrogen energy and other sectors led the decline. In the afternoon, the lithium battery plate continued to strengthen, with a rise in the limit tide in the plate, including Fujian Nebula Electronics.Ltd(300648) , Wuhan Huazhong Numerical Control Co.Ltd(300161) rising by more than 10%, and Tibet Summit Resources Co.Ltd(600338) , Youngy Co.Ltd(002192) , Yongxing Special Materials Technology Co.Ltd(002756) , Zangger mining, Tibet Urban Development And Investment Co.Ltd(600773) and so on. In addition, in the afternoon, there were changes in many sectors such as securities companies and cros, but the rise was general. On the whole, the market hot spots were messy and rotated rapidly. In terms of decline, green power related sectors still led the decline, among which the wind power sector rebounded significantly in the afternoon and the leading Dajin Heavy Industry Co.Ltd(002487) limit in the early stage. Overall, individual stocks rose more and fell less yesterday, with more than 2600 stocks rising. The turnover of Shanghai and Shenzhen stock markets was 100.27 million, 2.79 million compared with the previous trading day, and the trading volume returned to above the trillion level. The net inflow of northbound funds throughout the day was 1.293 billion yuan, including 1 billion yuan for Shanghai Stock connect and 293 million yuan for Shenzhen Stock connect.
Yesterday, the three major US stock indexes closed mixed, with the Dow index up 0.27%, the S & P 500 index down 0.1% and the NASDAQ down 0.56%. Aviation stocks and insurance stocks rose, while American Airlines and China Eastern Airlines rose more than 1%. WSB concept stocks and online education stocks led the decline, with leader education falling more than 8%, and tal, gaotu and Gauss electronics falling more than 4%. Most popular Chinese concept stocks fell, Jingdong and Baidu fell more than 2%, Alibaba and Weilai fell more than 1%.
At today’s morning meeting of securities companies, Central China Securities Co.Ltd(601375) it is expected that the Shanghai index is more likely to be slightly sorted out in the short term; Haitong Securities Company Limited(600837) think that near the Spring Festival, we should watch more and move less, and bargain hunting layout high-quality targets; Shanxi Securities Co.Ltd(002500) believes that due attention can be paid to the financial and household appliances sector.
Central China Securities Co.Ltd(601375) : it is expected that the short-term slight consolidation of the Shanghai index is more likely
Central China Securities Co.Ltd(601375) believes that on Tuesday, the A-share market first suppressed and then rose, with a slight shock, which boosted the significant strength of the new energy lithium battery, wind power equipment and technology industries in the two cities, driving the stock index to rise steadily, the mainstream sector led the rise again, the defense sector fell slightly, and the market hot spots continued to show the characteristics of frequent conversion. The trading volume of the two cities is about 1 trillion yuan, and the characteristics of the stock game are still the same. Due to the lack of sustained leading hot spots in the current market and the approach of the end of the year, all parties in the market have a heavy wait-and-see mentality. Some active funds are actively looking for new hot spots that may appear after new year’s day. It is suggested that investors continue to pay attention to the changes of policy, capital and external market.
Haitong Securities Company Limited(600837) : see more and move less, bargain hunting layout of high-quality targets
Haitong Securities Company Limited(600837) believes that near the Spring Festival, the market style is adjusted frequently, the persistence of hot information is weak, and it is more difficult to make money. It is recommended to see more and move less, but two directions of bargain hunting configuration can still be considered. 1) With the policy underpinning of steady growth, the market liquidity remains abundant. We can focus on the securities sector with undervalued value and good performance. 2) Under the double carbon background of “carbon neutralization and carbon peak”, clean energy has been highly valued by national policies. As one of the important components of clean energy, wind power also has broader investment space. In the medium and long term, we can bargain hunting and pay attention to the wind energy sector after correction.
Shanxi Securities Co.Ltd(002500) : focus on the financial and home appliance sector
Shanxi Securities Co.Ltd(002500) believes that the RRR reduction can be expected again in the first quarter of 2022, and the probability of structural interest rate reduction also increases. It is suggested to pay attention to the investment opportunities in the field of durable goods consumption that are expected to benefit from it, as well as the opportunities in the financial sector that is expected to reduce costs and improve efficiency under the background that the structural monetary policy benefits the real economy. In addition, the home appliance sector continued its strength yesterday and continued to emphasize the better allocation opportunities of the sector under the background of “expanding domestic demand” and low water level.
(Financial Associated Press)
