1 , the market fluctuated and adjusted throughout the day, led by the gem index. On the disk, the digital currency sector strengthened in the afternoon, with 3 Jiao Zuo Wan Fang Aluminum Manufacturing Co.Ltd(000612) 0cm trading. The real estate sector fell in the afternoon, and there were still more than 10 shares trading in the sector. In terms of decline, track stocks such as lithium batteries fell into adjustment again. Pharmaceutical stocks fell sharply in the afternoon. China Meheco Group Co.Ltd(600056) opened the trading limit and dived in the afternoon, once close to the trading limit. In addition, in the afternoon, stocks staged a wave of sector frying, and the sector frying rate of the two cities once exceeded 50%. Overall, more or less fell, and more than 2400 stocks in the two cities fell. The turnover of the Shanghai and Shenzhen stock markets was 50.1 trillion yuan, with a turnover of 50.7 trillion yuan in two days. In terms of sectors, digital currency, electronic ID card, real estate services, water conservancy and other sectors led the rise, while salt lake lithium, metal nickel, hjt battery, large fund holdings and other sectors led the decline. As of the close, the Shanghai index fell 0.44%, the Shenzhen composite index fell 1.19% and the gem index fell 1.38%. Northbound funds bought a net 1.053 billion yuan throughout the day, including 1.729 billion yuan for Shanghai Stock connect and 676 million yuan for Shenzhen Stock connect
2 , market overview:
market is out of the sideways market today. According to the National Bureau of statistics, in March, China’s Manufacturing Purchasing Manager Index (PMI) was 49.5%, down 0.7 percentage points from the previous month, lower than the critical point, and the overall prosperity level of the manufacturing industry fell. This has an impact on today’s opening, opening low, rising and falling. The market fluctuated repeatedly near yesterday’s closing point, and the fluctuation center moved down in the afternoon, but the adjustment range was not large
SSE 3250 is the shock area of last week, forming short-term resistance to the current market. In the afternoon, the market changed, several stocks exploded, and the trend of gem was stronger than that of the market. It can be seen that in the absence of upward breakthrough, the market lacks incremental funds, which are all internal games, and the funds wander around in the field. This kind of market should not chase the hot spots randomly
3 , market hot spots:
epidemic spread. Consumption and import and export are weak. Now the most effective direction to stimulate the economy is fixed asset investment. Real estate and infrastructure may usher in the opportunity of accelerating warming. The capital market has given a correct response. Today, the linkage of real estate, water conservancy construction and other sectors is a signal. With the strengthening of pre-sale supervision and credit regulation at this stage, there are more opportunities for private real estate enterprises to improve their liquidity, and the real estate industry is in an active state. However, in the future, individual stocks may be differentiated due to different financial conditions of various companies
noon news, the 38th meeting of the Standing Committee of the 15th Beijing Municipal People’s Congress voted and adopted the regulations on China (Beijing) pilot free trade zone today. The regulations will come into force on May 1, 2022. In terms of the development of digital economy, the regulations stipulate to strengthen the construction of a new generation of information infrastructure in the pilot Free Trade Zone, support the deep integration of data resources and industrial development, explore and formulate information technology security, data privacy protection and cross-border data flow management rules, promote the establishment of relevant data transaction standards and circulation service system, and carry out international cooperation in the digital field on the premise of controllable risk. Affected by the news, the opening of digital currency rose sharply in the afternoon, with Qitian Technology Group Co.Ltd(300061) , Beijing Cuiwei Tower Co.Ltd(603123) , Hengbao Co.Ltd(002104) straight-line limit
4 , outlook:
the market rebounded here, and the dual main line of real estate and medicine may come to an end temporarily. The strength of digital currency in the afternoon was mainly random hot spots. The market is now on the small double bottom neckline formed since mid March. The upward breakthrough must be led by the weighted main sector, which is fully matched by the trading volume. There was a lot of good news. The central bank said it would strengthen the implementation of prudent monetary policy, maintain reasonable and sufficient liquidity and maintain the stable development of financial markets; Goldman Sachs chief China equity strategist said that A-Shares have bottomed out and will achieve a return of about 20% within this year
market crash in the early stage has completely released the risk, and the gap below has been fully covered, so there is little downward space for the market. Today, the overcast cross on the daily chart is more likely to become a rising relay signal
