On March 24, the stock index fell by more than 1% and rebounded in the afternoon; The Shenzhen Component Index fell more than 1.5% in the session, while the gem index fell more than 2% in the morning and once turned red in the afternoon. The turnover of the two cities shrank again, with a full day turnover of about 920 billion yuan; There was a slight net outflow of funds from the north.
As of the close, the Shanghai index fell 0.63% to 325026 points, the Shenzhen composite index fell 0.83% to 123055 points, and the gem index fell 0.36% to 270621 points; The total turnover of the two cities was 920.1 billion yuan, and the net sale of funds from the North was 127 million yuan.
On the disk, the sectors such as communication equipment, wine making and semiconductors led the decline, while the sectors such as construction, electric power, tourism, automobile, building materials, real estate, brokerage, oil and steel all showed a trend; The pharmaceutical sector bucked the trend, while the coal and nonferrous metals sectors rose slightly. Topics such as CXO concept, covid-19 medicine, anti influenza, biological vaccine and covid-19 detection were active.
Guosheng Securities pointed out that after the rapid decline in the short term and stepping back on the bottom of the box since July 2020, the short term has continuously opened a restorative rebound, which can actively track the low absorption opportunities of individual stocks in sectors with high attention to market funds. On the whole, under the general stable tone of market liquidity, we can actively pay attention to the current hot real estate sector and growth stocks that have experienced significant valuation compression. In terms of operation, with the gradual implementation of relevant policies after the “two sessions” and the rapid valuation compression, all themes in the market have short-term rebound space, so we can actively pay attention to the low absorption opportunities of growth stocks and the opportunities of oversold rebound of individual stocks in the restorative rebound.
Central China Securities Co.Ltd(601375) said that the stock index is now poised to consolidate around 3250 points, and investors are actively looking for new low leading hot spots to accumulate energy for further long in the next stage. The trading volume of the two cities is still less than trillion. The breakthrough of the future market still requires new incremental funds to continue to enter the market. Heavyweight stocks and growth stocks are expected to become important features of the future market. It is suggested to pay close attention to the changes of policy and capital. It is expected that the short-term slight shock of the Shanghai index is more likely, and the short-term slight consolidation of the gem is more likely. Investors are advised to pay close attention to the investment opportunities in new energy, communication, real estate and other industries in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
