Key investment points:
Financial Highlights
1. The CSRC issued a voice for two consecutive days: to solve key problems related to capital market expectations.
2. Banks and financial management subsidiaries shouted to investors: the warmth has come, and do not leave at a low level.
3. The State Administration of Market Supervision issued the "14th five year plan" for the development of market supervision and technology.
4. In half a month, 18 companies terminated fixed growth, and the market-oriented characteristics of refinancing became more and more obvious.
5. Well known hedge fund managers: oil prices are expected to hit $200 this year.
A-share market overview
On Friday (March 18), the A-share market opened low and went high with shock and rise. In the morning, the stock indexes of the two cities opened slightly low and then fluctuated sideways. In the afternoon, with the repeated rise of banking, insurance, real estate and cyclical industries, the stock index continued to rebound. The Shanghai index encountered resistance near the 10 day moving average of 3245 points, and the stock index basically showed the operation characteristics of restraining first and then rising all day. The growth enterprise market rose slightly on Friday, and the performance of the component index was weaker than that of the main board market all day.
Future research and investment suggestions
On Friday, the A-share market opened low and went high with shock and rise. In the morning, the stock indexes of the two cities opened slightly low, and the stock indexes maintained the range shock trend. In the afternoon, with the repeated strengthening of cyclical industries such as banking, insurance, real estate and coal, the stock index continued to rebound, and the Shanghai index was blocked at 3245 points of the 10 day average. It is worth noting that the trading volume of the two cities on Friday was less than trillion, the signs of OTC funds entering the market weakened, and the structural market characteristics of hot rotation are still relatively significant. Whether A-Shares can continue to rebound in the future still depends on the continuous promotion of favorable policies and the continuous entry of incremental funds. It is suggested to continue to pay attention to the changes in policy, capital and external market.
It is expected that the short-term slight rise of the Shanghai index is more likely, and the short-term shock rise of the gem is more likely. We suggest that investors pay close attention to investment opportunities in engineering infrastructure, medical services, real estate and non-ferrous metals in the short term, and continue to pay close attention to investment opportunities in undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
