The three A-share indexes opened slightly lower on the 10th. At the beginning of the session, the two cities quickly fell. The Shenzhen Composite Index and the gem index once fell by more than 1%. Then the major indexes stopped falling and rebounded and turned red one after another. In the afternoon, the two cities showed differentiation, and the gem index fell again. As of the closing, the stock index was reported at 3593.52 points, up 0.39%, with a turnover of 443.4 billion yuan; Shenzhen composite index reported 14406.97 points, up 0.44%, with a turnover of 608 billion yuan; The gem index was reported at 3095.69 points, down 0.04%, with a turnover of 231.3 billion yuan. The turnover of Shanghai and Shenzhen stock markets narrowed compared with the previous trading day.
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On the disk, chicken farming, covid-19 detection, pork, aquaculture, medical devices, influenza, cro concept and other sectors led the increase; Combustible ice, oil and gas exploitation and processing, ice and snow industry, cloud games, green power, aviation motors and other sectors led the decline.
disk interpretation
Shanxi Securities Co.Ltd(002500) said that at present, the overall A-share market still shows an obvious structural market. In the window period of overseas interest rate hike, China is still expected to maintain a reasonable margin of liquidity. Under this support, the market may enter the "high-low switching" stage, and the undervalued board is expected to be the first to be repaired, Previously, some track stocks with high congestion may face greater selling pressure in the adjustment.
Southwest Securities Co.Ltd(600369) believes that the current market is in a three-phase superposition period of "performance vacuum period, economic downturn period and epidemic recurrence period". In this three-phase superposition situation, the original mainstream track has been highly valued, and the existing new plate has not emerged. Therefore, the market as a whole is in a weak shock pattern. In the short term, we can continue to lay out stable growth plates. At present, the prices of steel and coal are basically flat or even increased compared with the same period in 2021. At the same time, with the implementation of "steady growth" measures, the output of corresponding products will be released, so the performance in the first quarter is guaranteed. In the medium term, with the release of performance forecasts or annual reports of various companies in February, growth tracks such as new energy and military industry sectors with more callback are expected to rebound. Because these sectors are still in the growth track, the industry growth rate will maintain high growth for a long time. When the valuation falls and the performance data is disclosed, their investment value will appear again. In addition, the tourism, pig cycle, post shipping cycle and other sectors with reversed difficulties will also continue to have phased performance opportunities.
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Tencent has taken a key step in metauniverse: it plans to acquire game phone manufacturer Black Shark
It is learned from several independent sources that Tencent plans to acquire game phone company Black Shark technology. After the acquisition, black shark will be integrated into Tencent group platform and content business group (PCG) led by Ren Yuxin. Once the transaction is completed, the hardware manufacturer focusing on game phones will also usher in business transformation after the acquisition. According to 36 krypton, the future business focus of black shark technology will shift from game phones to VR devices as a whole - Tencent will provide content, and black shark will provide VR hardware entrance.
Ministry of industry and Commerce: for the young consumer groups, foreign consumer groups to develop diversified, fashionable, personalized, low degree Baijiu products
The Ministry of industry and information technology solicited opinions on the guiding opinions on accelerating the construction of modern light industry system (Draft for comments). Among them, the development of diversified, fashionable, personalized and low alcohol Baijiu products for young consumer groups and foreign consumer groups is proposed.
UBS Securities: A shares are expected to rise by 10% this year. It is recommended to over match food and beverage
Meng Lei, A-share strategy analyst at UBS Securities, said at a meeting in Shanghai that it is expected that there will be about 10% upward space for A-shares this year. The recent A-share adjustment is mainly due to external adverse factors such as the expectation of interest rate increase by the Federal Reserve. After the market is digested, the policy relaxation is expected to promote the market upward. The net inflow of foreign capital into A-Shares is expected to reach 300 billion yuan. The profit growth rate of Shanghai and Shenzhen 300 index is expected to be 8% this year, down from the predicted growth rate of 15% last year. UBS proposes to over match food and beverage, because the market style will turn to the consumer sector with high-quality growth under the background of the slowdown of overall profit growth; It is recommended to over equip household appliances, auto parts, power batteries, etc; Low allocation of basic materials, coal, building materials and furniture, textiles and clothing, real estate.
(source: Xinhua Finance and Economics)
