panel overview
On Wednesday, A-Shares rebounded in shock, with the Shanghai index rising 1.96%, the Shenzhen composite index rising 3.10% and the gem rising 4.02%. On the disk, real estate, batteries, decoration building materials, cement, securities, wind power, engineering construction, photovoltaic, brewing, insurance, engineering construction and other industries led the rise; Coal, chemical fertilizer, agriculture, animal husbandry, feeding and fishing, mining, precious metals, education, pesticides, petroleum and other industries have made a slight correction. In terms of theme stocks, the rise was led by rental and sale rights, solid-state batteries, REITs concept, brokerage concept, blade batteries, assembly buildings, Beijing Tianjin Hebei, MLCC, building energy conservation, etc; Glyphosate, aquaculture, agricultural planting, chicken concept, transgenic and other small corrections.
hot sector
The real estate sector rose: Tianjin Hi-Tech Development Co.Ltd(600082) , Tianjin Tianbao Infrastructure Co.Ltd(000965) , Langold Real Estate Co.Ltd(002305) , Guangdong Shirong Zhaoye Co.Ltd(002016) , China Wuyi Co.Ltd(000797) , Cccg Real Estate Corporation Limited(000736) , Cinda Real Estate Co.Ltd(600657) , Chongqingyukaifaco.Ltd(000514) , and nearly 30 shares rose.
Securities sector rose: Hongta Securities Co.Ltd(601236) , Boc International (China) Co.Ltd(601696) limit, Gf Securities Co.Ltd(000776) , China stock market news, Orient Securities Company Limited(600958) , Chinalin Securities Co.Ltd(002945) , Guosheng Financial Holding Inc(002670) , Polaris Bay Group Co.Ltd(600155) , etc.
The strength of lithium batteries: followingthe stronger strength of the battery: Shandong Taihe Water Treatment Technologies Co.Ltd(300801) \ , Eve Energy Co.Ltd(300014) , Shenzhen Yinghe Technology Co.Ltd(300457) , Yunnan Energy New Material Co.Ltd(002812) , Cngr Advanced Material Co.Ltd(300919) , Contemporary Amperex Technology Co.Limited(300750) , etc.
The strength of private hospitals has seen the strength of private hospitals: ‘ Tahoe Group Co.Ltd(000732) \ rose the most.
message surface
500 billion “top flow” Li Xiaoxing said: it is very attractive to maintain high position valuation
The market is currently at the bottom of the region, and there is little room for further decline. In the short term, the valuation contraction is coming to an end, and the overall A-share and some high-quality target valuations are at the historical average or even low position. In the medium and long term, the impact of the epidemic on us will eventually end in the next year or two.
8 days Tesla raised the price three times! Up 30000 yuan in total! New energy vehicle “group” price rise
Affected by the decline of subsidies and the rise of raw material prices, recently, a wave of price rise has been set off for new energy vehicles. Tesla, Xiaopeng, Weima, Weilai and other manufacturers have begun to raise prices one after another.
exceeds the Chinese market! Global asset management giant overweight A-Shares
Among the 56 Chinese exchange traded index funds (ETFs) listed in the United States, three have attracted a net inflow of more than US $1 billion this year, of which kweb has the largest net inflow, with a net inflow of US $1.413 billion (about 9 billion yuan), with a total scale of us $6.48 billion, and has returned to the throne of the largest overseas Chinese stock ETF.
Jufeng viewpoint
Pre market judgment: the European and American stock markets continued to rise sharply overnight, completely recovering the land lost since the outbreak of the conflict between Russia and Ukraine, and gold and crude oil fluctuated sharply. now there is a large gap between A-Shares and overseas markets, especially technology stocks, which can appropriately make up for the positions of track stocks such as new energy and chips, so as to lay out opportunities for technical repair. For the short-term continuous rise of traditional Chinese medicine, pork and real estate, pay attention not to catch up
The three major A-share indexes collectively opened higher, with chemical fertilizer, agriculture, animal husbandry, feeding and fishery, which rose sharply on Tuesday, leading the decline in opening trading; Wind power, batteries, motors, wine making, photovoltaic, securities and other sectors led the opening gains.
After the opening, lithium battery, wind power, semiconductor, photovoltaic and other track stocks rose sharply, real estate, securities, infrastructure and other shocks rose, and the three major stock indexes rose collectively. In the afternoon, the real estate sector continued to rise, with nearly 30 shares trading at the limit; The growth of new energy vehicles expanded, and only some industries such as chemical fertilizer, coal, agriculture, animal husbandry, feeding and fishing fell slightly. The growth rate of gem expanded to 3%. A large net inflow of funds from the North exceeded 10 billion. Various signals show that market sentiment is improving.
“Even if the market of 3300 stocks does not rise sharply, we will not dare to catch up with the decline of 3300 stocks in the current market. Even if the market of 3300 stocks continues to rise sharply, we will not dare to build a stop point for 3300 stocks in the current market.” today, track stocks rebounded. If they can rebound for three consecutive days, the market sentiment will be completely reversed.
investment suggestions: at present, the impact of the situation in Ukraine and the Fed’s interest rate hike, which suppress the sentiment of A-share investors, have been weakened. The targeted measures taken by many ministries and commissions to stabilize market expectations and boost market confidence will accelerate the construction of the market bottom. In the future, A-Shares will rebound in the form of building a box. 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.
