On April 6, the stock index fell in a weak shock, rose slightly in the afternoon, then fell again, and barely turned red in the late trading; Both the Shenzhen Component Index and the gem index fell during the session, and the gem index fell by more than 1%; The daily turnover of the two cities exceeded 960 billion yuan, the northward capital showed a net outflow trend, and the daily net sales exceeded 5 billion yuan. As of the close, the Shanghai index rose 0.02% to 328343 points, the Shenzhen composite index fell 0.45% to 1217291 points, and the gem index fell 1.24% to 263391 points; The total turnover of the two cities was 9661 yuan, and the net sale of funds from the North was 5.321 billion yuan.
In this regard, Yuanda believes that due to the overall lack of holiday news, the expectation of interest rate and reserve requirement reduction has failed, and then there are signs of tension in the peripheral situation, the market is relatively weak today, showing a consolidation pattern again. However, driven by the direction of real estate and building materials, the trend of the main board is significantly stronger than that of the gem, and the expectation of steady growth is obvious. On the whole, under the background of steady growth and growth, the positive signals of policies are obvious. This main line runs through the whole year, and the subdivided fields are worthy of further exploration. The new and old infrastructure, digital economy and other directions are still the key directions. However, it should be noted that industry differentiation will also appear, and the operation of individual stocks can not catch up with the high. It is suggested to grasp the opportunity of low price make-up. At the same time, in the current stock selection, we should focus on performance and valuation. The factors that underestimate the performance in the above directions can be explored.
Bairuiying pointed out that technically, the 6th and 18th lines of the Shanghai index have gone out of the golden fork, providing support for the recovery of the index rebound. The bottom reading and top escaping index continues to remain red, the long short boundary has not yet stood on the zero axis, and the capital is willing to flow in. However, the long confidence is not firm, the trend reversal has not been completely formed, and there is a certain degree of volatility and uncertainty. Strategically, today’s market is in the pattern of digesting profit taking, and the index has been trading underwater for most of the time. Although the index finally turned red driven by heavyweights, there is a significant outflow of funds from the north, and there is still a risk of digestion and consolidation in the short term. In terms of operation, we will not be blindly radical for the time being, pay attention to the seesaw effect between real estate and themes, be vigilant against high-level decline, and pay attention to the recent adjustment of the return performance of individual stocks.
Rongwei Securities said that today’s index once again tests the support of the 5-day moving average. Whether the 20-day moving average can turn upward has become an important factor in technology. Otherwise, the market will still be difficult to attack with all its strength. The medium and short-term moving average of the Shenzhen composite index is more stable from a technical point of view, while the repair of the moving average shape of the Shanghai index requires a wide shock or rapid retreat in the index. On the other hand, we should pay attention to the change of trading volume. At present, with the acceleration of sector rotation and the violent vibration of the index, the valuation and fundamentals of stocks should attract the attention of investors and pay attention to avoiding poor performance and high price stocks. In terms of operation, you can look for industry leading stocks with successful bottoming and performance support, pay attention to bargain hunting and band operation. Pay attention to avoiding stocks with higher cumulative gains and controlling positions.
Central China Securities Co.Ltd(601375) pointed out that on Wednesday, the A-share market was first depressed and then raised, with slight shock consolidation. The Asia Pacific market fell across the board, dragging down the stock indexes of the two cities to jump short and open low in the morning, and then fluctuated slightly. The Shanghai index gained support after exploring 3255 points in the session. In the afternoon, with the repeated strengthening of engineering construction, banking, real estate and pharmaceutical industries, the stock index stabilized and rebounded, and the Shanghai index fluctuated slightly around 3260 points throughout the day. The trading volume of the two cities is 960 billion yuan, and the characteristics of stock game are significant. It is worth noting that recently, with the gradual strengthening of recovery concepts such as real estate, engineering construction, steel and cement building materials, some funds have been attracted to continue to be long. In addition, some high dividend and undervalued blue chip stocks are obviously sought after by off-site funds, and market hotspots are actively brewing. It is expected that the short-term slight consolidation of the Shanghai index is more likely, and the short-term slight shock of the gem is more likely. Investors are advised to pay close attention to the investment opportunities in banking, real estate, engineering construction, medicine and other industries in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
