panel overview
On Wednesday, after A-Shares opened slightly higher, they were shaken up, small cap stocks rose in a relay, and heavyweights entered a rest. On the disk, education, commercial department stores, communication services, automobile, decoration, Internet services, software development, computer equipment, household light industry, automobile services, textiles and clothing, shipbuilding, non-metallic materials and other industries led the increase, while chemical fertilizer, coal, airport, mining, wine making, insurance, real estate, banking, logistics, shipping ports, traditional Chinese medicine, precious metals, steel and other industries led the decrease. In terms of theme stocks, outdoor camping, digital economy, business soup concept, vocational education, Eastern digital and Western computing, EDR concept, blade battery, lottery concept, tax rebate store, etc. led the increase, while stephanine, oil price related, CRO, phosphorus chemical industry, combustible ice, scarce resources, geothermal energy, Baijiu, etc. led the decline.
message surface
Liu He: support the development of platform economy and private economy! Support the listing of digital enterprises in Chinese and foreign capital markets
The CPPCC National Committee held a special consultation meeting on “promoting the sustainable and healthy development of digital economy” in Beijing on the 17th. Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, attended the meeting and delivered a speech. He pointed out that we should support the sustained and healthy development of platform economy and private economy, study specific measures to support the standardized and healthy development of platform economy, and encourage platform enterprises to participate in major national scientific and technological innovation projects.
from “risk prevention” to “demand protection”, the real estate policy adjustment releases a positive signal
Recently, the central bank adjusted the lower limit of the interest rate of commercial individual housing loans for the first set of housing to no less than the market quoted interest rate (LPR) of the corresponding term loan by 20 basis points. Analysts said that the move marks the change from “risk prevention” to “care demand” for real estate determined by the policy at the central level, which will help reduce the cost of home buyers and guide the subsequent credit adjustment of local governments.
heavy sound! Gao Yi asset Qiu Guolu: panic can no longer dominate emotions
Recently, Qiu Guolu, chairman of Gaoyi assets, said in a letter to the holders that after the substantial adjustment of the market, the valuation level hit a new low in ten years, which has reflected most pessimistic expectations. The adjustment has been relatively sufficient. At present, we should be optimistic about the future market and actively explore potential investment opportunities. We can no longer let panic dominate our mood.
Jufeng viewpoint
Pre market judgment: all US stocks rose sharply overnight, and popular Chinese stocks rose generally, creating external conditions for the continued upward movement of a shares. In China, the high-level statement supports the development of platform economy and private economy, studies and supports the standardized and healthy development of platform economy, and encourages platform enterprises to participate in major national scientific and technological innovation projects, which is expected to promote the rise of Internet, digital economy concept and technology stocks.
The three major indexes of A-Shares opened slightly higher, with Internet services, software development, photovoltaic, communication and computer equipment among the top gainers, while mining, coal, traditional Chinese medicine, cement, agriculture, animal husbandry, feeding and fishing, and real estate opened slightly lower.
After the opening, the related concepts of digital economy (Internet, software development, communication services, computer equipment, communication equipment, games, etc.), commercial department stores, automobiles, education, securities companies and other sectors successively rose, while coal, wine making, oil, insurance, banking and real estate fell. The market quickly covered the gap and was ready to shake below 3100. On the disk, small cap stocks were active, while heavyweights were relatively depressed. Track stocks such as photovoltaic, battery, semiconductor and new energy vehicles performed commendably.
from the trend of early trading, heavyweights callback, while small cap stocks rebound in a relay, and track stocks are still the most popular sector in the market. The Shanghai index is poised before the close, and will break through 3100 points upward after full shock
investment suggestions:
Jufeng investment adviser believes that the factors that suppress the sentiment of A-share investors are still geopolitics, the contraction of the US dollar, the Chinese epidemic and other factors. On April 29, the meeting of the Political Bureau issued the strongest voice of stabilizing expectations and stabilizing the market. The track sectors that took the lead in the mid-term adjustment of military industry, wind power, photovoltaic, lithium battery and chip in the year stopped falling and rebounded, activating the confidence of the market to do more; And is expected to lead the market to launch a wave of intermediate market before the advent of the interim report window period. External market disturbance provides low absorption opportunities for a shares. It is suggested that bargain hunting pay attention to three main lines: first, companies with year-on-year and month on month growth in the first quarter; Second, the varieties wrongly killed in the adjustment within the year; Third, the theme of low-cost state-owned assets reform.
