Key investment points:
Financial Highlights
1. The central bank, the China Banking and Insurance Regulatory Commission and the State Administration of foreign exchange acted together to mention real estate and logistics.
2. Medical insurance bureau: continue to reduce the prices of vaccines and nucleic acid testing to reduce the burden of epidemic prevention.
3. The real estate "policy for the city" is expected to increase, and the policy of stabilizing the real estate market is expected to continue to be introduced.
4. Ministry of industry and information technology: launch the urban pilot of comprehensive electrification of vehicles in the public domain.
5. Fed Brad: I hope the interest rate will be raised to 3.5% by the end of the year.
A-share market overview
On Tuesday (April 19), the A-share market rose and was blocked, with a slight shock. After rising in the morning, the stock indexes of the two cities fell. The industries such as semiconductor, wine making, automobile and electronic components, which led the rise the day before yesterday, fell in turn, dragging down the stock index. The cyclical industries such as pesticide, fertilizer, oil and coal rose against the trend, and the Shanghai index fluctuated narrowly around 3200 points throughout the day. The GEM market fluctuated lower on Tuesday, and the performance of the component index was weaker than that of the main board market all day.
Future research and investment suggestions
On Tuesday, the A-share market surged higher and fell slightly, and the stock indexes of the two cities rose slightly and fell in the morning. The popular industries such as semiconductor, automobile, wine making and electronic components, which led the rise the day before yesterday, fell across the board. The cyclical industries such as pesticide, chemical fertilizer, coal and oil rose against the trend. The Shanghai index fluctuated narrowly around 3200 throughout the day, and the market hot spots continued to show the characteristics of frequent conversion. The trading volume of the two cities is less than 800 billion yuan, and the characteristics of the stock game remain the same. At present, the stock index is in the weak consolidation stage, and the future market is facing the choice of breakthrough direction. Before the trend is clear, it is suggested that investors should watch more and move less, and pay close attention to the changes of policy, capital and external market.
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. We suggest investors to wait and see for a while in the short term and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
