On January 10, the three major A-share indexes rose and fell. As of the close, the Shanghai index rose 0.39%, the Shenzhen Component Index rose 0.44% and the gem index fell 0.04%. The market turnover reached 1.05 trillion yuan.
On the disk, the aquaculture, covid-19 pneumonia detection and traditional Chinese medicine sectors rose sharply, the real estate and coal sectors rose in the afternoon, and the new energy and semiconductor sectors were weak.
According to wind data, northbound funds accelerated their approach and scavenging in the afternoon, with a net purchase of 4.758 billion yuan throughout the day, including 2.914 billion yuan for Shanghai Stock connect and 1.844 billion yuan for Shenzhen Stock connect.
[institutional perspective]
Shanxi Securities Co.Ltd(002500) said that at present, the overall A-share market still shows an obvious structural market. The market may enter the “high-low switching” stage, and the undervalued sector is expected to be the first to be repaired. Some track stocks with high congestion may face great selling pressure in the adjustment. On the whole, “structural bull” will become the main line of market style throughout 2022. At present, it may coincide with the better allocation period of switching to low market blue chips. It is suggested to actively adjust positions and grasp the opportunities in the “high-low switching” of the market. In the medium and long term, it is recommended that investors continue to pay attention to three directions. Consumption sector: medicine and consumption upgrading. Long term high-quality track: carbon neutralization, scientific and technological innovation and new infrastructure. Stable bottom position variety: big finance.
Haitong Securities Company Limited(600837) pointed out that the recent hot spot conversion in the market is still relatively frequent and lacks sustainable profit-making effect. Therefore, at this stage, investors can make appropriate balanced allocation and bargain hunting intervention on the premise of controlling their positions. Secondly, banks, securities companies, insurance and other financial stocks that have attracted more attention from northbound funds recently, especially those with low valuation and good performance, can be focused on; Finally, with the approaching of the Spring Festival, investors in food and beverage, household appliances, consumer electronics and other consumer sectors can also pay attention in advance.
(source: First Finance)
