[Jufeng viewpoint]
On Tuesday, A-Shares rebounded from shock, the Shanghai Composite Index and gem index recovered important points, and the market showed a general upward pattern. On the disk, tourism hotels, airports, shipbuilding, wine making, shipping ports, commercial department stores, securities, games, logistics, diversified finance, insurance, commercial department stores and other sectors led the increase; The fertilizer industry made a slight correction. In terms of subject shares, the unified market, securities concept, tax exemption concept, horse racing concept, cloud games, online travel, e-sports, Baijiu, industrial aircraft, Binhai New Area, oil price and other related gainers are among the biggest gainers. Glyphosate, the concept of civil explosion, covid-19 drugs, locust control and other small corrections.
[technical review]
The market has entered the third wave of rising market on the weekly line. Now, after the adjustment of the third wave of rising market, the market has formed a medium-term volatile market.
In the short term, the recent external turmoil, the market fell below the lower edge of the range of 34003700 points, and the short-term market fluctuated greatly.
[hot sector]
Tourism hotels will expand after the afternoon after the afternoon, and hotels will expand after the afternoon after the afternoon after the afternoon after the afternoon after the afternoon after the afternoon after the afternoon, with the expansion of the following: the following of the following of the following: the following of the post of the tourist hotels: in the afternoon, the following of the expansion of the tourism hotels: the following of the afternoon after the afternoon of the afternoon after the afternoon of the afternoon of the afternoon of the afternoon of the afternoon of the following to expand the expansion of the tourist hotels: the following of the following of the following of the following of the following of the following of the following of the following of the following of the following of the following of the expansion of the following of the following of the following of the following of the following of the expansion of the following of the post of the following of the afternoon of the following of the following of the afternoon of the following of the afternoon of the tourist hotels:::: morethan 10 stocks including , Huangshan Tourism Development Co.Ltd(600054) etc. rose by the limit.
Port shipping was stronger in the afternoon after a strong afternoon in the afternoon after a strong afternoon for Port Shipping: Xiamen Port Development Co.Ltd(000905) , Zhuhai Port Co.Ltd(000507) led the increase. Airport shipping then rose: Shanghai International Airport Co.Ltd(600009) , Air China Limited(601111) , Xiamen International Airport Co.Ltd(600897) , China Southern Airlines Company Limited(600029) , Guangzhou Baiyun International Airport Company Limited(600004) , etc. rose by more than 6%.
Brokerage sector strengthened in the afternoon: Boc International (China) Co.Ltd(601696) , Hongta Securities Co.Ltd(601236) , Guosheng Financial Holding Inc(002670) limit, Chinalin Securities Co.Ltd(002945) , Guoyuan Securities Company Limited(000728) , Everbright Securities Company Limited(601788) , China stock market news, Shanghai Chinafortune Co.Ltd(600621) , etc. rose by more than 5%. The banking sector rose synchronously: Zhejiang Shaoxing Ruifeng Rural Commercial Bank Co.Ltd(601528) limit, Bank Of Chengdu Co.Ltd(601838) , Bank Of Hangzhou Co.Ltd(600926) , China Citic Bank Corporation Limited(601998) , Bank Of Suzhou Co.Ltd(002966) , etc.
In the afternoon, commercial department stores have been stronger in the afternoon after the afternoon after the afternoon after the afternoon when the Department department stores have gone strong: followingthe following: China Pacific Insurance (Group) Co.Ltd(601601) 888 \ and other more than 10 stocks rose by the limit.
[fund trend]
According to Dongcai statistics, as of the closing, the Shanghai and Shenzhen stock markets showed a net outflow of funds. On that day, the net outflow of funds from the Shanghai and Shenzhen stock markets was 7.426 billion yuan. Today, the net inflow of super large orders was 3.308 billion yuan, the net outflow of large orders was 10.733 billion yuan, the net outflow of medium orders was 6.468 billion yuan, and the net inflow of small orders was 13.893 billion yuan.
[limit analysis]
Today, the daily limit was 108 and the daily limit was 23;
Today, the number of daily limit boards in the two cities increased compared with the previous trading day, while the number of daily limit boards decreased compared with the previous trading day. The price limit data showed that market sentiment rebounded today compared with the previous trading day Hithink Royalflush Information Network Co.Ltd(300033) data show that the trading limit stocks in the two cities are mostly concentrated in retail, duty-free, e-commerce, scenic spots and tourism. The theme heat of the two cities is general and the profit-making effect is general.
[viewpoint strategy]
On Tuesday, the three major A-share indexes opened almost flat, the game sector opened significantly higher, coal, medical devices and photovoltaic rose slightly, and cement warehouse reduction, chemical fertilizer, agriculture, animal husbandry, feeding and fishing, engineering construction, decoration and other small low opening. After the opening, A-Shares rose and fell: fertilizer, cement, engineering construction, decoration and other sectors made up for the decline, while tourism hotels, coal, wine making and shipping sectors rebounded.
In the afternoon, the brokerage sector rose again, insurance and banks rose simultaneously, the Shanghai stock index, Shenzhen Composite Index and gem index rose in a straight line, the Shanghai stock index broke through the 3200 point integer mark, and the gem index recovered the 2500 point integer mark. Port shipping, logistics, commercial department stores, tourism hotels and other sectors have set off a wave of price limit, and the market sentiment has greatly improved. After today’s general rise in the market, differentiation is expected to occur soon. It is still unknown whether track stocks can stop falling and consolidate the bottom of the market for a shares.
Investment advice: at present, the main factors that suppress the sentiment of A-share investors have changed. From the situation in Ukraine in the early stage, the Fed’s interest rate hike to the epidemic in China and the slowdown of economic growth, the steady growth policy will provide strong support for A-shares. At the time of market adjustment, there are three main lines to focus on bargain hunting: first, companies whose quarterly growth exceeds 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. For some of the sectors that have risen sharply, the short-term can be cashed at high prices.
(author: Zhao Ling practice certificate: a068061504001)
