Outlook:
Friday was the last trading day before the May Day holiday. The market rose sharply again, and the Shanghai index recovered 3000 points, showing a strong performance. After opening slightly higher in the morning, the three major indexes maintained a sideways shock pattern. However, the market rose strongly in the afternoon, and the sector recovered comprehensively. The Shanghai index directly broke through 3000 points, and then maintained a strong rise pattern until the closing, and the gem rose 4.11%. Individual stock sectors showed a general rise pattern, with the media, computers, national defense and military industry, household appliances, automobiles and other sectors leading the rise, while only agriculture, forestry, animal husbandry and fishery, banking and coal sectors fell slightly. In terms of market environment, the Politburo meeting analyzed and studied the current economic situation and economic work, and pointed out that we should strengthen macro policy regulation, stabilize the economy, make good use of various monetary policy tools, give play to the key role of effective investment, and comprehensively strengthen infrastructure construction; We should give play to the leading role of consumption in the economic cycle. In addition, for the capital market, the meeting said that we should steadily promote the reform of the stock issuance registration system, actively introduce long-term investors and maintain the smooth operation of the capital market. The Politburo meeting set a positive tone on the whole, which not only improved the momentum of subsequent steady growth, but also led to the recovery of market confidence and the recovery of the trend. In addition, zhongdeng company recently said that since April 29, the overall stock transfer fee will be reduced by 50%, which will also stimulate market vitality by reducing investor costs. From a technical point of view, the three major indexes recovered in an all-round way. The Shanghai index returned to above 3000 points and closed three consecutive positive, reversing the recent weak pattern, restoring market confidence and generally warming individual stock sectors. In particular, the Politburo meeting released a positive signal to clarify the policy direction again, which will help the steady operation of the economy and capital market. With the continuation of follow-up policies, it is expected that the market will usher in the trend of shock repair. Pay attention to the periphery of the holiday and the trend of the Federal Reserve. It is suggested to be moderately positive in operation, and pay attention to finance, real estate, building materials, household appliances, food and beverage, electrical equipment, TMT and other industries.
