Boiling! On Friday (April 29), the three major A-share indexes were all red, with an increase of more than 2%, and the Shanghai index reached 3000 points. In terms of hot spots, all sectors rose across the board, with the Internet, retail, automobile manufacturing and other sectors leading the rise, all exceeding 5%. Under the general rise pattern, more than 4400 individual stocks rose. At the same time, northbound funds bought more than 4.2 billion yuan. How does A-share rebound affect the market? What are the investment opportunities?
According to Xinhua news agency, the Political Bureau of the CPC Central Committee held a meeting on April 29 to analyze and study the current economic situation and economic work and consider the national talent development plan during the 14th five year plan. For the current epidemic prevention and control policies, macro policies, real estate, platform economy and capital market, the meeting made important decisions and arrangements and released a series of heavy signals.
On Friday, the three major A-share indexes rose by more than 2%. As of the close, the Shanghai Composite Index rose 2.41% to 304706 points, the Shenzhen Composite Index rose 3.69% to 1102144 points, and the gem index rose 4.11% to 231914 points; The total turnover of the two cities was 965 billion yuan, and the net purchase of funds from the North was 4.246 billion yuan. Today is the last trading day of April. Looking back on the trend of the three major indexes this month, the Shanghai Composite Index fell 6.31% and the Shenzhen composite index fell 9.05%, both of which fell sharply for two consecutive months; The gem index fell by 12.8% for five consecutive months.
In terms of individual stocks, on Friday, stocks in the two cities generally rose, with a total of 4411 stocks rising and 253 stocks falling. Among them, 256 stocks closed at the daily limit and 32 stocks fell by the limit.
Daily limit of individual stocks on Friday (April 29): p align = "center" tabulation: Zhang Ying
For the future of a shares, institutions generally said that the short-term rebound is expected to continue, and the rebound in May is worth looking forward to.
Bohai Securities pointed out that after the extreme venting of market panic, the repair of market sentiment will gradually start. Whether we can realize the catalysis from rebound to reversal in the future depends on whether the economic expectation can be really boosted and whether the performance of listed companies can bring more solid support to the market. In terms of industry configuration, considering that the market is fully expected to raise interest rates by the Federal Reserve at this stage, the market pessimism is expected to be repaired to a certain extent after the Federal Reserve's interest rate hike boots are landed in early May, and the partial relief of the pressure on the valuation side of the growth sector is expected to bring some rebound opportunities, which can be paid attention to after the festival.
Caitong Securities Co.Ltd(601108) said that looking forward to the next 1-2 quarters, the market is getting better and better, cherish the "cheap time" in the current bottom area, and A-Shares are expected to meet the counter offensive moment of "Normandy landing" and "infinite scenery in dangerous peaks". Gradually welcome the "big consumption" buying point. At present, it has entered the comfort zone of cost performance, odds and winning rate. Three levels of large-scale consumption can be concerned: ① post real estate cycle (home furnishings, household appliances and consumer building materials), ② service consumption (social services, airports, consumer medical care and media advertising), and ③ traditional consumer goods (mass consumer goods, Baijiu, pigs, etc.).
Kaiyuan Securities said that the rebound in May is expected. If there is a reversal of the market, the main line of A-Shares is expected to switch to growth stocks. In May, it was suggested that 60% of them allocate growth stocks and 40% choose defensive value stocks. Specifically, it is recommended to configure growth attribute cycle, mandatory consumption and other industries.
At the same time, institutions such as public funds and private placement also expressed optimistic views on the future market. Liu Cunxin, assistant manager of Rongzhi investment fund, believes that the epidemic situation in Shanghai is slowly improving, the growth inflection point has been reached, and the epidemic situation in Beijing is better than expected. On the whole, the logic of China's steady growth has not changed, and I believe the country will have more overweight to achieve the goal. However, the Politburo meeting on Friday stressed the strengthening of macro policy regulation, put forward additional measures to promote the healthy development of platform economy and introduce specific measures to support the healthy development, It further confirmed that the national steady growth target remained unchanged and injected more confidence into the market. Overseas, the inflection point of inflation expectation has arrived. All parties expect that the Fed will raise interest rates by 50bp next time, oil will also decline from a high level, and imported inflation will have a chance to be alleviated.
Hao Xinming, manager of Fangxin wealth investment fund, said that after the continuous sharp decline of the market, sufficient rebound momentum has been accumulated. The disclosure of the annual report and the first quarterly report has been completed, and the performance uncertainty has been lifted. The Politburo meeting has reassured the market. The warm wind on the policy side is blowing frequently, and the resonance of multiple positive factors is integrated. The short-term rebound is expected to continue, and the red may rebound is worth looking forward to. Light position investors can properly layout the consumer sector with huge decline and reasonable valuation. Heavy position investors' holdings are waiting to rise. After the rebound, they can reduce their positions.
Wang Chunxiu, manager of dongtuo investment fund, believes that the worst time of A-Shares has passed and the bottom of the market has appeared. First of all, the epidemic situation in China has improved significantly, and the time node for lifting the closure in Shanghai is approaching. Normal nucleic acid detection instead of city closure has become the main means of epidemic prevention and control in the future, which can greatly reduce the harm of epidemic prevention and control to the economy and alleviate investors' concerns about economic development. Secondly, favorable policies to support economic development have been introduced, and the real estate and Internet industries have been deregulated, which has greatly enhanced market confidence. Thirdly, the adjustment time is long and the range is large. The valuations of various indexes and industries are approaching the limit, and there is little downward space.
In terms of hot spots, on Friday, all sectors of Hithink Royalflush Information Network Co.Ltd(300033) t t t t t t t achieved gains, among which the Internet e-commerce sector led the gains, and sectors such as pinduoduo concept, Huawei Euler, Kwai concept, new metal materials, outdoor economy and NFT concept were active. Today, Delong laser landed on the scientific innovation board, down 2.25%; Jingye intelligent landed on the science and innovation board, down 6.37%; Yongtaiyun landed on the main board of Shenzhen Stock Exchange, up 43.99%; Guoneng Rixin landed on the gem, up 40.93%.
hot spot I: the Internet sector soared by more than 6% and 14 shares rose by the limit
On Friday, the Internet sector rose the most, reaching 6.11%, of which 14 concept stocks collectively rose by the limit, and four concept stocks including Aoki shares, Shanghai Kaytune Industrial Co.Ltd(301001) , Hangzhou Onechance Tech Corp(300792) , Beijing Zhidemai Technology Co.Ltd(300785) and so on all reached the 20cm limit.
Everbright Securities Company Limited(601788) believes that with the gradual expansion of online scenes and the continuous enrichment of content, the user stickiness of the Internet industry is expected to continue to improve, maintaining the "buy" rating of the Internet media industry. Recommend head manufacturers that comply with the trend of video content and are expected to continue to grow in traffic.
Sinolink Securities Co.Ltd(600109) it is suggested to lay out high-quality Internet assets in the long term. 1) Compared with zhonggai shares, the attraction of Hong Kong stock Internet to investors is improved, and the Hong Kong stock market may become an important scene for long-term Internet configuration. From the perspective of employees and organizational structure, Internet companies will focus more on their main business and pay attention to fine and high-quality development in the future. 2) Individual stocks: focus on the adjustment of organizational structure and focus on meituan in retail; Jd.com, which has stronger self support + supply chain advantage and stability; For the game sector, it is suggested that Tencent holdings, which focuses on the establishment of Tianmei F1 studio and speeds up the overseas layout, launch Netease, a global IP mobile game Harry Potter, and Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , which connects the P & S mode and accelerates the iteration of subsequent SLG products to the sea; Target of absolute return of a shares: it is recommended to focus on Mango Excellent Media Co.Ltd(300413) , which has the advantage of long video content, layout mango metauniverse and new track of content e-commerce + offline entertainment scene.
hot spot 2: retail sector rose nearly 6% and 18 shares rose by the limit
On April 29, April 29, April 29, the retail sector is the top of the retail sector with a 5.62% of the top of the retail sector on April 29. On April 29, April 29, April 29, April 29. On April 29, on April 29, April 29, April 29, April 29, the retail sector, the top of the retail sector, with 5.62% of the top of the retail sector, with 5.62% of the top of the top of the top of the retail sector, which is 5.62% of the top of the retail sector, with 5.62% being the top of the top of the retail sector, among which, including Genimous Technology Co.Ltd(000676) 7 Genimous Technology Co.Ltd(000676) 79 6 and other 18 concept stocks collectively rose by the limit.
In this regard, Dongxing Securities Corporation Limited(601198) said that the current epidemic situation in China is still severe, and the consumption situation is still likely to fluctuate due to the impact of the epidemic. In the short term, with the normalization of epidemic prevention and control, pay attention to the optional consumption sectors with greater recovery elasticity under the marginal improvement of epidemic impact, such as duty-free, catering, hotels, gold and jewelry; In the medium and long term, the expansion of the proportion of middle-income groups under the background of common prosperity is expected to promote the marginal demand of optional consumption, and the medium and high-end optional consumption with high quality has more growth potential.
