Key investment points:
Financial Highlights
1. The State Council Haopai 110 billion super red envelopes, and the year-end bonus tax preference will be extended for another two years.
2. 523 companies raised 543.6 billion, and the number and amount of IPOs in the whole year reached a new high.
3. During the year, the stock prices of 30 A-share companies “named” by the exchange had serious changes.
4. The ranking of the top ten funds of the year suddenly changed, and the screen dominance of new energy funds disappeared.
5. With the advent of the Spring Festival holiday, food and beverage welcome the market of new year goods.
A-share market overview
On Thursday (December 30), the A-share market opened higher and rose slightly. In the morning, the stock indexes of the two cities rose slightly, and the core assets fully stabilized and rebounded. The theme stocks of the two cities were active again, driving the stock indexes to rise level by level, and the Shanghai Composite index recovered the integer mark of 3600 points again. The GEM market rose on Thursday, and the performance of the component index was significantly stronger than that of the main board market.
Future research and investment suggestions
On Thursday, the A-share market first depressed and then rose, with a slight shock, and the core assets fully stabilized and rebounded. The stock indexes of the two cities rose slightly after the opening of the morning session. The theme plates such as media, games, education and aerospace military industry were active, which boosted the stock index to rise step by step, and the Shanghai index closed again to recover the integer mark of 3600 points.
The trading volume of the two cities is about 1 trillion, a slight increase over the day before yesterday. The characteristics of the stock game are still the same, and the market hot spots continue to show a trend of rapid rotation. With the end of the year approaching, all parties in the market continue to hold a wait-and-see attitude. The hot sectors such as media, games and military industry, which have been strengthening recently, are expected to usher in better performance after the festival. It is recommended to be cautious and optimistic.
It is expected that the short-term slight consolidation of the Shanghai index is more likely, and the short-term slight shock of the gem is more likely. We suggest that investors pay close attention to the investment opportunities in games, cultural media, semiconductors, aerospace and military industries in the short term, and continue to pay close attention to the investment opportunities of undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
（ Central China Securities Co.Ltd(601375) ）
