Key investment points:
Financial Highlights
1. National Bureau of Statistics: China's industrial added value increased by 7.5% year-on-year from January to February.
2. US regulators say they are actively seeking to reach a cooperation agreement with China.
3. The MLF interest rate remains unchanged. Experts expect that the interest rate cut in the second quarter can be expected.
4. The yield of 1259 private equity funds has been lower than - 20%, and 506 products have been lower than - 30%.
5. During the year, 75 companies announced repurchase plans, and the minimum repurchase amount of 29 companies exceeded 100 million yuan.
A-share market overview
On Tuesday (March 15), the A-share market opened low, went low and fell sharply. The US stocks rose and fell differently overnight, and the China concept stocks continued to fall sharply. In the morning, the Hong Kong Hang Seng index continued to fall sharply, which dragged down the stock indexes of the two cities. The stock index once rebounded. In the afternoon, with the overall decline of core assets, the stock index fell sharply, and the Shanghai index broke through the 3100 point integer mark, Hit a new low in the recent adjustment. On Tuesday, the growth enterprise market surged higher, encountered obstacles and fluctuated downward, and the performance of the component index was stronger than that of the main board market all day.
Future research and investment suggestions
On Tuesday, the A-share market opened low, went low and fell sharply. The US stocks rose and fell differently overnight, and the Chinese stocks fell sharply again. The Hong Kong Hang Seng Index fell sharply in the morning, which affected the stock indexes of the two cities to jump short and open low. The stock index rebounded for a time. In the afternoon, with the sharp decline of the whole line of the core asset cycle industry, the Shanghai index fell again, and the Shanghai index broke through the 3100 point integer mark, The market panic spread again and systemic risks continued to release. At present, the rapid decline of A-Shares is mainly caused by the instability of external factors. The continuous sharp decline of zhonggai shares and Hong Kong Hang Seng Index has triggered a surge in risk aversion among investors. It is expected that before the full release of external factors, A-Shares are more likely to continue to explore and seek effective support.
It is expected that the short-term shock of the Shanghai stock index will go down and seek support, and the short-term slight decline of the gem is more likely. We suggest investors to wait and see for a while in the short term and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
