The three major A-share indexes collectively closed lower today, with the Shanghai index falling 0.25% to close at 3586.08 points; The Shenzhen Component Index fell 0.66% to close at 14429.51; The gem index fell 1.08% to close at 3127.48, and the daily K-line was negative for four consecutive days. The market turnover reached 1.13 trillion yuan, and the industry sector rose more or fell less. The sectors of traditional Chinese medicine, lithium extraction from salt lakes and cement building materials led the rise, while the sectors of yuancosmos and airports led the decline. Northbound funds sold a net 6.638 billion yuan today.
Today’s news:
1. Minutes of FOMC meeting of the Federal Reserve: in addition to accelerating taper and raising interest rates, the contraction table is also on the way
2. The reason for the slump has been found! Lithium new energy and other track stocks collapsed at the beginning of the year, and the public fund was urgently released!
3. Jiacang Ali! Buffett’s “golden partner” nearly doubled his shareholding! Why is the boss firmly optimistic?
4. The regulatory authorities further optimized the registration mechanism of public offering products
5. The most powerful document issued by the Ministry of industry and information technology trillion plate welcome opportunities! Eight stagflation undervalued stocks were favored by institutions
6. “Advanced rear guard”! How to grasp the investment rhythm in 2022? Huang Yanming with six chief judges
7. 2021 annual report disclosure curtain will open! China Mobile expects a net profit of more than 100 billion yuan, and these companies increase significantly in advance
8. A number of semiconductor industry executives expect that “lack of core” will be difficult to improve in the first half of the year
For the future market trend, institutions have expressed their views.
Soochow Securities Co.Ltd(601555) according to the analysis, the A-share market continued to weaken after the festival, and the popular track became the hardest hit area last year. Combined with the peripheral market, there was no significant fluctuation in the direction of new energy and green power. The high probability of this adjustment is related to the position adjustment of Chinese institutions, which is reflected in the high-low switching on the disk. The extreme market of last year was dynamically adjusted, and the cost-effective assets were included in the portfolio, including the pig cycle The recent performance of the game and epidemic damaged industries is good, which may be related to this factor.
Dongguan Securities pointed out that at the beginning of the year, the market performance was slightly weak, the performance of semiconductors, photovoltaic and new energy vehicles in the high boom track continued to be sluggish, and the rotation rhythm of the plate was accelerated. However, the trading of the two markets remained active. Although the central bank’s net return of 200 billion yuan in the open market, the capital interest rate operated at a low level, indicating that the capital side was still relatively abundant. It is expected that the market is expected to stabilize in repeated shocks, Pay attention to the change of energy and plate rotation. In terms of operation, it is recommended to pay attention to finance, food and beverage, household appliances, building materials, TMT and other industries.
Central China Securities Co.Ltd(601375) believes that the characteristics of the stock index’s shock readiness around 3600 points will continue. It is expected that the short-term slight shock of the Shanghai index is more likely, and the short-term consolidation of the gem around the annual line is more likely. It is suggested that investors should pay attention to the investment opportunities in household appliances, games, agricultural food and beverage industries in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Haitong Securities Company Limited(600837) said that after entering January, the market will gradually enter the intensive period of annual report forecast, and those companies with high performance growth will naturally be widely concerned by the market. It is suggested to pay attention to companies and performance prediction stocks in the high boom industrial chain. Under the joint action of consumption recovery, full opening of cross cycle regulation and liquidity care, the economic probability will pick up in the first quarter, the monetary policy will release positive signals, the credit is expected to continue to develop in spring, the policy growth attitude is clear, and the market risk preference is stable as a whole. Therefore, it is suggested to grasp the opportunities with greater certainty in the year, just as the so-called plan of the year lies in spring.
Haitong Securities Company Limited(600837) it is further mentioned that in terms of industry allocation, in the short term, it is more biased towards the value and undervaluation under the catalysis of policies, such as banks, securities companies, real estate, infrastructure construction, mass consumption, etc. After the adjustment, the technology sector can participate in the performance disclosure period and choose the business direction with high performance growth and appropriate cost performance. The current adjustment is also providing an opportunity for us to get on the bus.
