panel overview
A shares rebounded in early trading on Wednesday, led by the growth enterprise market. On the disk, real estate, engineering consulting services, batteries, wind power, engineering construction, securities, brewing, photovoltaic, insurance and other industries led the rise; Coal, chemical fertilizer, agriculture, animal husbandry, feeding and fishing, precious metals, mining, education, pesticides, petroleum and other industries led the decline. In terms of theme stocks, blade batteries, rental and sale rights, solid-state batteries, REITs concept, virtual power plant, IGBT concept, power battery recycling, UHV and lithium batteries led the rise; Transgenic, aquaculture, hair medicine, artemisinin, glyphosate, agricultural planting, influenza, Helicobacter pylori, chicken concept, etc. led the decline.
message surface
50 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.
Tesla raised prices three times in 8 days! 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. Gold and crude oil fluctuated sharply. Now there is a large gap between A-Shares and overseas markets, especially science and technology stocks, which can appropriately cover the positions of track stocks such as new energy and chips, so as to layout the opportunities for technical repair. For the short-term rising sectors such as 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. There was a wave of diving at the opening of the concept of traditional Chinese medicine and pork prompted by us in front of the market, and then it fluctuated upward. In a wide range of volatile market, we can grasp the opportunity of selling high and absorbing low.
Recently, we have repeatedly stressed that "the current market is not sustainable. The Shanghai index has built a 3000 ~ 3300 point box and the gem has built a 2450 ~ 2750 point box. We should dare to cash in the sudden rise of individual stocks. For individual stocks that have fallen sharply but have not changed their fundamentals, we can buy low. Before the track stocks stop falling, even if the market rebounds, the upward space will not be opened." Today, the track stocks rose and fell, and the short-term short selling sentiment has not dissipated. If they can rebound for three consecutive days, the market sentiment will be completely reversed. At that time, it will be the time for high selling.
Investment advice: at present, the impact of the situation in Ukraine and the Fed's interest rate hike, which suppress the sentiment of A-share investors, has been weakened. Many ministries and commissions have taken targeted measures to stabilize market expectations and boost market confidence, which 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.
