Daily data tracking
Three major indexes: the Shanghai index rose 0.39%, the Shenzhen Component Index rose 0.44%, and the gem index fell 0.04%
Shenwanyi sector: agriculture, forestry, animal husbandry and fishery, medicine and biology, computer sector rose; electrical equipment, national defense and military industry, and public utilities sector callback
Concept sector: the concept of chicken industry, covid-19 pneumonia detection and pig industry rose; New energy, power supply equipment and wind power generation
Transaction and northbound funds: the transaction between the two cities was about 1051.4 billion yuan, a decrease compared with the previous trading day; The net capital inflow from going north is about 4.758 billion yuan
Hotspot tracking: disk analysis
After falling below the integer mark of 23000 points in the middle of last week, there was a demand for bottom rebound in Hong Kong stocks, and Hong Kong stocks ushered in three consecutive positives in the short term. At present, the price earnings ratio of Hong Kong stocks is less than 1L times, which is at the level of global valuation depression. From the perspective of long-term allocation, it has a certain cost performance. However, at the same time, the liquidity of Hong Kong stocks is still one of the constraints. The Fed's recent statement on monetary policy is gradually "Eagle", and the tightening of overseas liquidity has always been a repressive factor for Hong Kong stocks. We judge that Hong Kong stocks will continue to maintain a wide shock pattern in the near future. In terms of allocation ideas, from the two-line layout of high odds and high odds, pay attention to undervalued stocks with dilemma reversal and α Quality core assets.
Enterprises in the sci-tech innovation board market are generally in the period of enterprise development, with a smaller scale than some mature enterprises on the main board, and R & D innovation has the characteristics of high risk. In the case of market downturn, investors are easy to lack confidence. Market maker mechanism can improve liquidity, enhance market attraction, effectively stabilize the market and promote the balanced operation of the market.
Risk tip: the stock market is risky and investment should be cautious
