The trend of the three major A-share indexes was divided today, and the Shanghai index closed down 0.96% to close at 3521.26 points; The Shenzhen Component Index rose 0.09% to close at 14150.57 points; The gem index rose 1.18% to close at 3119.41. The market turnover remained above 1 trillion yuan, reaching 1.1 trillion yuan today. Industry sectors rose less and fell more. Covid-19 detection concept stocks set off a rising tide, with coal, oil, insurance and securities sectors leading the decline.
Today’s news:
1. Prefabricated dishes detonated concept stocks, and many institutions shouted the rise of trillion tracks!
2. Fight Omicron! Biden purchased 500 million additional test kits and distributed N95 masks free of charge
3. Shanghai municipal government issued the outline of Chongming world-class ecological island development plan (2021-2035)
4. In 2021, China’s import and export scale exceeded US $6 trillion for the first time
5. Supreme law: severely punish monopoly and unfair competition such as forced “one out of two”, low price dumping and forced tying according to law
6. When will the turning point of the pig cycle come? The performance of these companies is expected to reverse
7. What’s the situation? Kweichow Moutai Co.Ltd(600519) led the market and the Chinese Baijiu plate evaporated 680 billion days in more than 10 days. How do I get to the aftermarket?
8. 28 billion yuan! When the largest allotment financing in the history of securities companies comes, how does the share price of “one brother of the securities industry” go? And these brokers lined up
For the future market trend, institutions have expressed their views.
Soochow Securities Co.Ltd(601555) said that the overall trend of the current market is still weak, showing a situation of rising one day and falling one day repeatedly, lack of hot topics and lack of profit-making effect. At present, the rotation speed between plates is very fast. After a sharp rise, pay attention to stop the profit in time. The downward space of the overall index is not large, but the risk of high subject stocks remains, and the short-term bargain hunting continues to ambush the undervalued sector.
Huaxin securities mentioned that A-Shares fluctuate repeatedly. At present, the trend opportunity has not appeared. According to the previous market perspective, at present, from the perspective of short cycle, the probability is in the stage of shaking and grinding the bottom. Therefore, there is no need to panic about the market falling again. Even if it reaches a new low again, there will be bottom signals of different time-sharing levels in each major index, and at each bottom building stage, It has always been consistent with the structure and repeated sawing back and forth.
Guosheng Securities believes that from the perspective of institutional position adjustment cycle, it is difficult to complete the significant change of position structure in the next few trading days, there are still great differences in the later stage, and it is the most difficult to operate at present. However, due to the rapid withdrawal, after the release of short-term risks, the market sentiment will eventually return when there is no significant negative economic data, liquidity data and policy guidance. Some suggestions can appropriately consider low absorption near the annual line at this time.
According to the analysis of Central China Securities Co.Ltd(601375) , the current market trading volume continues to maintain at about 1 trillion yuan, and the characteristics of the stock game remain the same. At present, the hot spots in the market change frequently, the sustainability of leading hot spots is not strong, and the off-site funds are in a heavy wait-and-see mood. It is recommended to allocate them in a balanced manner. It is expected that the Shanghai index is more likely to rise slightly in the short term, and the gem is more likely to continue to rebound in the short term. It is suggested that investors should pay attention to the investment opportunities in engineering construction, chemical fertilizer, medicine, automobile and non-ferrous metals in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Everbright Securities Company Limited(601788) believes that at present, we can not arbitrarily copy the bottom, but we can “focus on individual stocks and ignore the index”. We can look for phased trading opportunities for the current popular concepts such as medicine, infant and child, phosphorus chemical industry and so on. Overall, the index risk has been further released. Under the background that the transaction volume remains above trillion, the rebound market may be on the way. Operation should avoid the large increase in the early stage, but there is no performance support for individual stocks. At present, the market is in the performance disclosure period, so we can find targets with low position and high performance certainty for tracking.
Shanxi Securities Co.Ltd(002500) mentioned that the “high-low switching” of the market will continue, and the consumer sector will benefit from the support of the price rise logic or have a stronger momentum for valuation repair. It is suggested to pay attention to the undervalued sub sectors such as traditional Chinese medicine and high-value consumables boosted by the favorable policies. At the same time, the valuation repair of real estate, building materials and other sectors is still mainly affected by the expectation of “stable growth”, The expected adjustment impact risk is still, and it does not have the internal driving force to form a trend upward momentum. It is recommended to deal with it carefully.
