Outlook:
On Wednesday, the index rebounded in a collective shock and the trend picked up. In early trading, the three major indexes generally opened higher, and then showed a trend of shock and rise. In the afternoon, the market further strengthened, and the gem led the rise of other indexes. The Shanghai index rose close to 3600 points. Finally, the Shanghai index closed up 0.84% and the gem index rose 2.64%. Individual stocks fell less and rose more. Power equipment, non-ferrous metals, social services, business retail, automobile, basic chemical industry, media and other sectors performed strongly, while steel, building materials, building decoration, real estate, household appliances, communications, non bank finance, banking and other sectors showed a weak trend. In terms of market environment, the State Council issued the opinions on doing a good job in cross cycle regulation and further stabilizing foreign trade, and put forward 15 policies and measures to stabilize foreign trade, which will contribute to the stability of foreign trade in the future; In addition, the state will launch a new round of UHV construction on a large scale, and all the planned projects this year are expected to be approved, driving the active performance of electrical equipment and related sectors. From the technical point of view, the stock index rebounded from shock, the sector generally rose, and the trend moderately warmed up. In particular, the individual stocks in the sector with large decline in the early stage were moderately repaired, and the market sentiment has recovered. However, the net inflow of funds going north is expected to gradually stabilize and rebound. Pay attention to the rotation rhythm and energy change of the sector. In terms of operation, it is recommended to pay attention to finance, food and beverage, household appliances, electrical equipment, TMT and other industries.
