After the festival, A-Shares were “red”, with 3299 rising stocks and 121 trading stocks. Pixel universe, traditional Chinese medicine and other sectors continued to “explode”, and pork, chicken and digital currency have also become the focus of capital today.
funds of today’s hot plate:
In the new year, funds are still in high and low rotation, but the annual report market is expected to become a new hot spot. Hyping the annual report market has always been a fixed tradition of a shares. After Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) and Naipu Mining Machinery Co.Ltd(300818) first announced the annual report notice before the festival, they all harvested two boards one after another, firing the first shot of the annual report market in advance.
In fact, the funds are not only “high-low switching”, but also “good and bad switching”. In the demon stock market before the festival, many poor performance stocks have been pulled up, but with the implementation of performance, the funds will flow back to low-level blue chip stocks. Therefore, no matter how the funds are switched, the annual report market is a direction that can not be ignored in the first quarter.
institutional dragon and tiger list:
The list of pre Festival institutions is mainly to reduce positions in the direction of rapid rise in the short term, such as early real estate and recent medicine. After the festival, it is active again in the direction of medicine, especially traditional Chinese medicine. The top three sales today are Shandong Xiantan Co.Ltd(002746) , Zhanjiang Guolian Aquatic Products Co.Ltd(300094) and Ningbo Deye Technology Co.Ltd(605117) .
In terms of main hot money, Zhang Mengzhu copied the bottom of Telling Telecommunication Holding Co.Ltd(000829) today, increased Shandong Chiway Industry Development Co.Ltd(002374) and Yangzhou Yaxingmotor Coach Co.Ltd(600213) at the same time, and sold Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) and Changjiang materials; Fried new family also sold Changjiang materials, but brother Zhao had a small position at the end of the day to copy the bottom of Changjiang materials; Cenozoic sells Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Huitong group and Hubei Jumpcan Pharmaceutical Co.Ltd(600566) and buys Dahu Aquaculture Co.Ltd(600257) .
In terms of foreign capital, 460 million were bought today. Last year, foreign capital inflows totaled 430 billion, which can be said to be a doubling of positions. At present, this trend continues, so the market in spring is still worth looking forward to.
The heavy positions of foreign capital are new energy, food consumption and medicine. New energy is optimistic in the medium term, the mood is not very good in the short term, and the subsidy for new energy vehicles is also declining. In this environment, if you want to copy the bottom, you need to give priority to the price increases and performance links of upstream lithium mines.
The pharmaceutical sector as a whole is still at the bottom. Traditional Chinese medicine is mainly driven by policies. At present, the performance is subdivided in medical beauty. In the food consumption sector, we have always stressed before the festival that in the peak season, there are performance recovery and reversal expectations. In the first quarter of the year, regardless of the direction of capital attack, it is all about performance.
main trend list
(risk warning: the stock market is risky and investment should be cautious. The above contents and individual stocks are only for investors’ reference and are not used as the basis for investment decision-making.)
(Bandung securities network)
