Market analysis: hot spots switch again, A-Shares first suppress and then rise

Financial Highlights

1. The curtain of the annual report will open, with 12 companies increasing by more than 200%.

2. Net information office: master the information of more than 1 million users, and it must be reviewed for listing abroad.

3. The world's largest exporter has issued a ban on coal exports.

4. Network Information Office: algorithm recommendation service providers shall not use algorithms to affect network public opinion.

5. The share price doubled in three days, and Shangtang was listed to pry the AI plate.

A-share market overview

On Tuesday (January 4), the A-share market was first depressed and then raised, with a slight shock. In the morning, the stock indexes of the two cities jumped high. With the continuous decline of early popular sectors such as photovoltaic, wind power, lithium battery and chemical pharmacy, the stock index fell rapidly. The Shanghai index gained support near 3610 points. After the afternoon, heavyweight stocks such as banks and wine making rebounded one after another, driving the stock index to rise steadily, The stock index basically consolidated around 3640 points throughout the day. The GEM market declined significantly on Tuesday, and the performance of the component index was significantly weaker than that of the main board market.

Future research and investment suggestions

On Tuesday, the A-share market was first depressed and then raised, with a slight shock. In the morning, the stock index jumped high. Due to the repeated decline of important sectors such as photovoltaic, lithium, wind power and chemical pharmacy, the stock index fell rapidly. The Shanghai index gained support near 3610. In the afternoon, with the continuous rebound of heavyweight sectors such as banking, wine making and computer, the stock index stabilized and rebounded, The Shanghai index basically fluctuated around 3640 points throughout the day. At the beginning of the new year, the A-share market continued to perform plate switching. Emerging hot spots such as Chinese patent medicine, agriculture, animal husbandry, feeding and fishing and yuanuniverse continued to strengthen. Industries with large increases last year began to show signs of capital withdrawal. Investors should pay close attention to the sustainability of hot spot conversion characteristics.

It is expected that the short-term slight consolidation of the Shanghai index is more likely, and the short-term slight decline of the gem is more likely. We suggest that investors focus on investment opportunities in medicine, software development, games, agriculture, animal husbandry, feeding and fishery in the short term, and continue to focus on investment opportunities in undervalued blue chips in the middle line.

Risk tip: policy risk, economic downturn.

 

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