Key investment points:
Financial Highlights
1. China US audit and supervision cooperation goes in the opposite direction, and overseas listing channels are unblocked.
2. The fund with the prefix "Guo" stimulates the new momentum of state-owned assets, and emerging industrial projects are favored.
3. The social security fund has a heavy position in 70 listed companies, sticking to 10 shares for 12 consecutive quarters.
4. Antigen detection reagents have been widely used, and the products of 19 companies have been approved.
5. The first day breaking rate of 123 new shares in recent half a year exceeded 25%, which promoted the return to rationality.
A-share market overview
On Monday (March 28), the A-share market was first depressed and then raised, with a slight shock. In the morning, the stock indexes of the two cities jumped low and then fell rapidly. The Shanghai index stabilized and rebounded after dropping 3159 points. With the strength of real estate, coal, automobile, cultural media and other industries, the stock index fluctuated and rose step by step, and maintained a sideways shock in the afternoon. The Shanghai index basically showed the operation characteristics of restraining first and then raising all day. The GEM market fluctuated downward on Monday, and the performance of the component index throughout the day was significantly weaker than that of the main board market.
Future research and investment suggestions
On Monday, the A-share market was first depressed and then raised, with a slight shock. In the morning, the stock indexes of the two cities jumped low and opened quickly, and the hot industries such as new energy, wine making and aerospace military industry fell across the board. After the Shanghai index pulled back to 3159, it gained support. Then, it strengthened in turn in industries such as real estate, coal, automobile and cultural media, which led to the stabilization and recovery of the stock index. The Shanghai index basically showed the operation characteristics of restraining first and then raising all day. At present, the Shanghai stock index is in the process of secondary correction, and investors have a heavy wait-and-see mentality with money. The trading volume of the two cities is 870 billion yuan, with significant characteristics of stock game, frequent hot rotation and great difficulty in short-term operation. It is expected that the stock index is more likely to maintain range shock in the near future.
It is expected that the possibility of small short-term consolidation of the Shanghai stock index is greater, and the possibility of small short-term shock and downward exploration of the gem is greater. We suggest investors to wait and see for a while in the short term and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
