On January 13, the three major A-share indexes opened high and went low. As of the close, the Shanghai index fell 1.17%, the Shenzhen composite index fell 1.96% and the gem index fell 1.71%. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan.
On the disk, Baijiu plate fell sharply, Kweichow Moutai Co.Ltd(600519) fell more than 4%; Traditional Chinese medicine, building materials, rare earth and lithium ore sectors led the decline.
The concept of prefabricated dishes led the increase. As of the closing, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Jinling Hotel Corporation Ltd(601007) , Xi'An Catering Co.Ltd(000721) and other stocks rose by the limit; The coal and digital currency sectors strengthened, while the real estate sector rose and fell.
According to wind data, the northbound funds sold a small net of 585 million yuan throughout the day, of which the Shanghai Stock connect bought 1.454 billion yuan and the Shenzhen Stock connect sold 2.04 billion yuan.
[institutional perspective]
Guosheng Securities believes that the market probably enters the repeated bottom grinding area, and there is little downward space, but it still takes time for the real reversal. Short term market or shock consolidation, stock index around 3580 points concussion finishing representative strong, upward breakthrough need big financial cooperation and stock index volume increased to 500 billion yuan above, short defensive position is 3530 points, middle and long line defensive position 3480 points, keep position control, gem has adjusted sufficiently or has structural opportunity; In the short term, focus on whether Xinchuang, 6G and satellite Internet can form a hot spot, and in the medium term, focus on whether big finance can drive the market out of the "restless spring" market.
Haitong Securities Company Limited(600837) said that due to the holiday effect in the A-share market, the market sentiment tends to be cautious near the Spring Festival holiday. From the perspective of net purchase of northbound funds in the past week, northbound funds mainly flow into undervalued sectors such as banks and out of high valuation sectors such as electronics. On the specific sectors, on the one hand, investors can pay appropriate attention to the covid-19 detection sector. Due to the recent repeated epidemic in many places outside China, it is likely to stimulate the sales of covid-19 detection reagents. However, the market has been hyped in the early stage, and investors still need to reasonably control their positions in the short term. On the other hand, it is suggested that due attention should be paid to the undervalued big finance, new and old infrastructure and other sectors.
