On March 16, the three major A-share indexes opened higher. According to wind data, the Shanghai composite index opened 1.43% higher to 310767 points; The Shenzhen Composite Index rose 1.98% to 1176531 points; The gem index rose 1.77% to 254915.
All sectors of shenwanyi industry rose, with household appliances, transportation, food and beverage leading the rise.
The concept sectors were all popular, and the concept sectors such as air transportation, connecting sector and tourism were among the top gainers.
Western Securities Co.Ltd(002673) believes that as the Fed’s interest rate hike is about to be implemented, there is still room for further easing of China’s monetary environment, and the market liquidity expectation is expected to usher in a phased correction. The annual report and the first quarterly report of listed companies are approaching, and there is still a “meal market” in the first half of the year. In terms of industry configuration, with the advent of the verification period of the first quarterly report, the boom track leaders such as new energy, semiconductors, medicine and military industry are expected to usher in phased repair, and the necessary consumer sectors such as agriculture, food, textile and clothing benefiting from inflation expectations are also expected to usher in performance repair. In the medium term, social service, retail, catering, shipping and other offline economic recovery related industries have also ushered in the layout window period.
