[research and judgment on the general trend of A-share market]
The Shanghai stock index has been rising for two consecutive days
Outlook:
The index fluctuated on Thursday, with the Shanghai index rising for two consecutive days. The three major indexes opened low together, and then the trend differentiated. In early trading, the Shanghai index rose and fell, and the gem index fluctuated and fell. In the afternoon, the Shanghai index once turned green, and the trend of the gem index remained weak. At the end of the day, the Shanghai index rebounded and closed red, while the Shenzhen index and the gem index closed down. Individual stock sectors rose and fell, with coal, real estate, banking, architectural decoration, food and beverage sectors leading the rise, while agriculture, forestry, animal husbandry and fishery, computer, media, light industry manufacturing, non bank finance and other sectors showing a weak trend. In terms of market environment, the executive meeting of the State Council decided to strengthen the policy of stabilizing posts and promoting employment, emphasizing the need to promote enterprises to return to work and reach production under the condition of epidemic prevention and control, especially to ensure the normal operation of key enterprises in the industrial chain supply chain, transportation and logistics enterprises and key infrastructure. In addition, according to the data of the National Bureau of statistics, in the first quarter, industrial enterprises above Designated Size achieved a total profit of 195557 billion yuan, a year-on-year increase of 8.5%, and continued to maintain a steady growth trend. From a technical point of view, the three major indexes rose and fell differently. The Shanghai index rose for two consecutive days, hitting the 5-day moving average, and the performance of the gem was weak. There is a slight net outflow of funds from the north, and the volume of the two cities can fall significantly. However, with the recent increase of policy strength, the market selling pressure gradually tends to ease. It is expected that the market will usher in the trend of gradual repair in the repeated shocks, pay attention to the north capital flow and the change of capacity. In terms of operation, it is suggested to focus on the layout of the middle line, and pay attention to the industries such as finance, real estate, building materials, steel, household appliances, food and beverage, electrical equipment and so on.
