When the stock index approached the low point of the year again, the A-share main board made efforts on Thursday, and the hot spots in the sector surged in batches, which eventually led to a stronger rebound of the stock index. As of the close, the Shanghai Composite Index closed at 322564 points, up 1.22%; Shenzhen composite index reported 117146 points, up 1.27%; Gem index reported 246629 points, down 0.02%. Throughout the day, the turnover of Shanghai stock market was 401.2 billion yuan and that of Shenzhen stock market was 468.9 billion yuan, with a relatively obvious reduction in trading volume.
Thursday’s rebound benefited from the strength of the mainstream sectors. First, although the brokerage sector as a ballast did not have the performance of individual stock trading limit, it was almost red across the board, with only one falling, which effectively promoted the upward movement of the stock index. Real estate stocks that have been active recently also closed up almost all, with as many as seven trading limits. In addition, the industrial machine and covid-19 detection sector also have obvious upward moves, especially the industrial machine sector, which has shown strong strength again since it became active last year, with the momentum of the return of the king.
The reason why A-Shares can stabilize at the critical moment is closely related to the market’s expectation of “double decline”. The executive meeting of the State Council held a few days ago pointed out that it is necessary to timely use monetary policy tools such as RRR reduction, further strengthen financial support for the real economy, especially industries seriously affected by the epidemic, small, medium-sized and micro enterprises and individual industrial and commercial households, reasonably transfer profits to the real economy and reduce comprehensive financing costs. This makes investors come to the conclusion that the RRR policy may be implemented in the short term, and even does not rule out the possibility of “double reduction” of RRR and interest rate. From the perspective of historical trend, the introduction probability of “double drop” is helpful to the upward operation of stocks. It is worth noting that the stock index rebounded sharply in the way of gold needle bottoming on March 16, thanks to the meeting of relevant departments to emphasize the need to ensure financial stability. The “double drop” is expected to be almost a full month later. Therefore, the policy bottom meaning of the stock index 3000 point is becoming stronger and stronger.
Real estate stocks with greater weight made efforts again on Thursday, which is also an important reason for the rebound of a shares.
Hunan stocks rose more or fell less on Thursday, with Better Life Commercial Chain Share Co.Ltd(002251) and Yuhuan Cnc Machine Tool Co.Ltd(002903) trading limits. Among them, the continuous rise of Better Life Commercial Chain Share Co.Ltd(002251) is due to the overall rise of tax-free concept stocks, which is also the performance of price repair after its long-term decline. However, the stock has nearly doubled in the short term, so the possibility of subsequent adjustment cannot be ruled out Yuhuan Cnc Machine Tool Co.Ltd(002903) the continuous limit rise is not only due to the strength of the industrial machine, but also related to the excellent performance of its annual report. There should still be some room for rise in the follow-up. After falling below the issue price on the first day, Junxin shares continued to fall sharply on Thursday. Obviously, in the recent unpopular atmosphere of new shares, this new share has been adversely affected.
On the whole, it is more and more likely that the 3000 point of the Shanghai index will become the bottom of the policy, but it is still not recommended that investors chase up strong stocks too much. Because first, if favorable policies are implemented, there may be short-term adjustments; Second, the situation in Russia and Ukraine seems to be getting more and more complex. Once there are major changes in the situation, we can’t rule out the possibility of short sellers taking advantage of the situation to suppress again.
Of course, it must be emphasized that under the current circumstances, there is really no need to kill.
