panel overview
In early trading on Friday, A-Shares fluctuated and fell, led by the gem. On the disk, agriculture, animal husbandry, feeding and fishing, textile and clothing, cultural media, traditional Chinese medicine, real estate, trade, commercial department stores, precious metals, pesticides and veterinary drugs, household appliances, packaging materials, games, papermaking and printing and other industries rose against the market; Wind power, batteries, photovoltaic, airports, medical services, non-metallic materials, power supply equipment, medical devices, biological products and other industries led the decline. In terms of theme stocks, pinduoduo concept, blind box economy, transgenic, land transfer, NFT concept, pork concept, virtual digital man, cloud games and so on led the rise; Cultivation of diamond, 6G concept, hit battery, covid-19 detection, CRO, recombinant protein, in vitro diagnosis, etc.
message surface
critical moment! 70 billion Liu Gesong said: please cherish the A shares in this position
Liu Gesong, deputy general manager of GF fund, who holds more than 77 billion yuan, is the focus of attention from the outside world. Standing at this critical time point, Liu Gesong made a voice in a live broadcast recently, saying that we should cherish the A-share assets at this point. This fluctuation also exists in history, but not everyone can grasp it. At present, we should think more about which assets have been “wrongly killed”.
private placement boss Dan bin suspected short position
The net value of hundreds of products fluctuates almost zero! A number of large private equity companies have voiced their views
Data show that since March, danbin’s products have updated their net value three times, but the net value fluctuation of almost all products is close to 0.5% Other private placement products with updated net worth have retreated sharply due to the sharp decline in the market in March. It is understood that a number of star private placement recently held customer communication meetings to calm investor sentiment.
China’s “basic people” exceed 100 million! Over the past 20 years, public funds have created a return of nearly 6 trillion yuan
It is reported that by the end of 2021, the assets under management of China’s public funds had reached 25 trillion yuan, with more than 600 million fund investment accounts, and 100 million people behind them. According to the data, since the public funds came to China in 1998, they have created a cumulative return of nearly 6 trillion yuan for the holders for more than 20 years.
Jufeng viewpoint
pre offer judgment: future A shares will rebound in the form of a box. Overnight, US stocks rose across the board, with chip stocks leading the rise. A-share chip stocks almost missed this round of rebound and may make up for the rise. Investors may wish to pay attention to bargain hunting, but if they open sharply higher, it is not necessary to catch up with the rise.
In fact, the opening of the three major A-share indexes was different. The Shanghai index and gem opened slightly lower and the Shenzhen composite index opened slightly higher. After the opening, the stock index fluctuated and sorted out, but the time-sharing chart clearly showed that small cap stocks were stronger than heavyweights. Yesterday, the leading chip stock Wingtech Technology Co.Ltd(600745) opened with a strong rise, driving chip stocks to rise. However, the sustainability was poor. With the decline of the semiconductor sector and the synchronous decline of track stocks such as wind power, photovoltaic and battery, the gem index fell rapidly and stepped back on the support of the 10 day moving average again. The Shanghai stock index is relatively strong because of the strength of real estate, agriculture, securities, banking and other sectors.
In terms of the recent market, we still maintain the previous view that “the current market continuity is not strong. The Shanghai index builds a 3000 ~ 3300 point box and the gem builds a 2450 ~ 2750 point box. We should dare to cash in if we do not catch up with the sudden rise of individual stocks; for individual stocks that fall sharply but have not changed their fundamentals, we can buy low.”
investment suggestions: the central bank has continuously cut reserve requirements and interest rates since December last year to release liquidity, indicating that the policy bottom has appeared; However, the construction of the market bottom is relatively complex and there is a time lag between the market bottom and the policy bottom. The pace of bottoming of A-Shares has not stopped. The meeting of the financial committee and many ministries and commissions on March 16 accelerated the construction of the market bottom. It is suggested to focus on three main lines: first, companies with quarterly growth exceeding expectations; Second, new and old infrastructure benefiting from steady growth; Third, aviation, airport, tourism and other sectors facing the inflection point in the post epidemic era.
