Turn red! On Monday (March 28), the three major A-share indexes got out of the shock differentiation market after opening low in the morning, and the Shanghai index stubbornly turned red, forming a pattern of strong Shanghai and deep weak Shanghai. In terms of hot spots, 15 real estate stocks collectively rose the limit and Tianjin Tianbao Infrastructure Co.Ltd(000965) 9 connected the board, which attracted much attention.
On Monday, the three major A-share indexes were mixed and differentiated. As of the close, the Shanghai Composite Index rose 0.07% to 3214.5 points, the Shenzhen composite index fell 1.02% to 1194994 points, and the gem index fell 1.66% to 259413 points; The total turnover of the two cities was 870.4 billion yuan, and the net purchase of funds from the North was 5.03 billion yuan.
In terms of individual stocks, on Monday, the A-share market rose less and fell more. A total of 1782 stocks rose and 2744 stocks fell. Among them, the trading limit reached 73 stocks.
Trading limit of individual stocks on Monday (March 28): p align = “center” tabulation: Zhang Ying
It is noteworthy that the stock market in Hong Kong, China rebounded, with the Hang Seng index rising by 1.12% and the Hang Seng state-owned enterprise index rising by 1.29%.
For the shock differentiation trend of a shares, how to grasp the investment opportunities in the future? Institutions generally said that the market is in the process of shock bottoming, and future market opportunities outweigh risks.
China International Capital Corporation Limited(601995) believes that it is still at the bottom stage in the short term, so be patient. The short-term market may still be repeated, but the more targeted development of the “steady growth” policy may also gradually bring about the improvement of fundamental expectations. The stage similar to the sharp decline in the previous period may have ended, and the short-term market may still be in the bottom grinding stage. Combined with the recent market adjusted valuation, it has gradually approached the level of December 2018 and the end of March 2020. In the medium-term dimension, the market opportunity is greater than the risk. In the future, if combined with the market transaction, it may further shrink to about 700 billion yuan, and other indicators of cooling transaction sentiment may be more helpful to judge the emergence of the bottom of the market stage.
Bohai Securities pointed out that the market may enter the stage of policy game. In the short term, the market will maintain the bottom shock situation before the policy effectively promotes the expected reversal. In the medium and long term, the goal of steady growth this year is relatively clear, and the comprehensive registration system reform will also be implemented within the year. The shock process of the market at the bottom will provide a good time window for the allocation of opportunities within the year. We should focus on the possible direction of the market in the next stage.
Huaan Securities Co.Ltd(600909) said that the oversold rebound is still in sight, and it is advisable to look at the long-term scenery. In April, it is expected that the risk appetite will remain in a relatively sluggish state, which is difficult to improve significantly. The core still lies in the risks caused by the accelerated tightening of monetary policy by the external Federal Reserve and the concerns about the strength of internal steady growth policies, especially the strength of real estate regulation and control policies. At present, A-Shares have fallen back to a relatively undervalued value, trading time for space, and have good medium and long-term investment performance price ratio.
At the same time, the agency also expressed optimistic views on the future market. Liu Cunxin, assistant manager of Rongzhi investment fund under private placement paipai.com, believes that at present, the market still needs a certain period of time to fluctuate at the bottom, mainly because the economic probability in the first quarter is not ideal, and the growth rate of Companies in the stock market is relatively low in the first quarter. The overall economic situation this year is likely to be low in the first half of the year and high in the second half of the year. Overall, the market is dominated by shock bottoming in the short term and is still optimistic about the upward opportunities of A-Shares in the long term.
Dongtuo investment fund manager Wang Chunxiu said that today’s disk is very weak, with more losses and less gains, and the pattern of shock and decline remains unchanged. It is expected that it will still be a shock bottoming process in the future.
In terms of hot sectors, on Monday, Hongmeng concept sector led the rise, and Unionman Technology Co.Ltd(688609) , Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) and other stocks rose one after another; The real estate sector showed a strong performance, with 15 individual stocks such as Tianjin Realty Development (Group) Co.Ltd(600322) , Tahoe Group Co.Ltd(000732) and others collectively trading; Rental and sale rights, Tianjin Free Trade Zone, transgenic, NFT concept and other sectors were active; The two wheeled vehicle sector led the decline, with Internet e-commerce, small household appliances, small metals, lithium extraction from salt lakes, biological products and other sectors leading the decline.
hot spot I: 15 real estate stocks collectively trading limit Tianjin Tianbao Infrastructure Co.Ltd(000965) 9 Lianban
On Monday, real estate stocks performed strongly. As of the close, the sector rose by 2.58%. Yuehongyuan, Tianjin Realty Development (Group) Co.Ltd(600322) , Yango Group Co.Ltd(000671) , Cccg Real Estate Corporation Limited(000736) and other 15 real estate stocks collectively rose the limit. Among them, Tianjin Tianbao Infrastructure Co.Ltd(000965) trend is eye-catching, with the limit rising for 9 consecutive trading days.
For the investment opportunities of real estate stocks, Huatai Securities Co.Ltd(601688) pointed out that the triple benefits of policies, housing loans and enterprises are expected to strengthen the space for valuation and repair of the real estate sector Zhongtai Securities Co.Ltd(600918) said that the core of the rise of real estate stocks lies in the improvement of the operation quality of real estate enterprises after four years of profit transfer.
hot spot 2: Huawei Hongmeng rose nearly 2% Unionman Technology Co.Ltd(688609) 20cm limit
On Monday, Huawei’s Hongmeng sector had a strong trend. As of the close, the sector rose by 1.92%, of which Unionman Technology Co.Ltd(688609) 20cm rose by the limit, Jiangsu Hoperun Software Co.Ltd(300339) rose by more than 14%, Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) and Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) and other two stocks closed at the limit.
