Today is the legendary 520 "online Valentine's Day". Many people with objects have to give gifts and send red envelopes. For investors, perhaps the best gift is a big rise?
Before the opening, the central bank first gave an auxiliary attack. The 30-year interest rate of 1 million loans can be saved by more than 30000.
The people's Bank of China authorizes the national interbank lending center to announce that the quoted interest rate (LPR) of the loan market on May 20, 2022 is: 1-year LPR is 3.7%, and more than 5-year LPR is 4.45%. The above LPR is valid before the next LPR release. Before this adjustment, the LPR over 5 years was 4.60%.
It's about to open. I can't attack 3100 for a long time. What should I do
Very simple, let's directly cross high today, and then shine all day to consolidate the war results .
So today, many sectors bloom and 3500 + stocks rise , have you received the 520 gift from Da a?
In fact, this week, Niu Yanjun was basically in a state of mixed and the joy was to see that A shares ignored the external influence and walked out of the independent market. The Shanghai index closed up 2.02% this week ; The concern is to pay attention to all investment communities. There are big V and we media reminding risks and warning the decline. Although Niu Yanjun is full of confidence in big a (I believe you can see it in the push of the past few days), it is also the instinct of investors to be vigilant in times of peace.
Fortunately, today's surprise from Da a gives you reassurance , and you can have a happy weekend.
Then again, are 3100 points up, can we be optimistic now ? If it's a spectator who hasn't entered, is it suitable to enter now?
Soochow Securities Co.Ltd(601555) believes that the current market is still tenacious after the sharp decline in the periphery, indicating that market confidence has begun to rise significantly, and the inflection point of long and short intertwined near 3100 may begin to appear. In terms of operation, investors can still maintain low positions for short-term operation in the short term, and can choose to increase their positions when the follow-up market makes an effective breakthrough, focusing on the blue chip varieties with large adjustment range in the early stage.
Huaxia Fund said that from the current point of view, whether from the policy, fundamentals or valuation level, market confidence is improving, and the most pessimistic level may really be about to pass.
First, the policy has released favorable . In particular, the 429 Politburo's statement of "striving to achieve the expected objectives of economic and social development throughout the year" has further consolidated the "policy bottom", and the momentum of economic growth is expected to gradually increase in May and June; In addition, the heavyweight meeting also made positive statements in the fields of real estate, platform economy and capital market, and the policy bottom was further clarified; On May 18, the Symposium on stabilizing growth, stabilizing market players and ensuring employment was held. The meeting proposed to further increase the downward pressure on the economy and accelerate the implementation of macro policies. Release the signal of stable market expectation and boost market sentiment.
Second, fundamentals are expected to improve, and the resumption of production and work is steadily advancing .
Third, valuation is at an all-time low . From the P / E ratio TTM of the main broad-based indexes of a shares, they are in the "undervalued" region in the past two years, and they are also below the historical center in the past five years and nearly 10 years, which is indeed a relatively cheap position.
Source: as of May 16, 2022, note: if the index release date is less than 5 years / 10 years, all historical data will be used. The release date of some indexes is still short, so the percentile in recent 10 years will not be displayed
Fourth, the trading volume of and . Shrinking capacity has always been a recognized bottom signal. When the people who want to sell in the market have sold almost, in this case, only a little upward force is needed to promote the market recovery. From the historical experience of a shares, "land volume" often refers to "land price".
On the other hand, I believe you have also noticed that the gradual recovery of growth tracks such as wind power, photovoltaic and new energy vehicles is a major attraction of the recent market. A number of securities companies also expressed their optimism for track stocks.
Source: China stock market news choice data
According to media reports, Jin Xiaofei, a fundamental investment expert of Penghua, believes that on the whole, the market will gradually transform from loss effect to profit effect, and is relatively optimistic about the market trend in the second half of the year.
In Jin Xiaofei's view, track stocks are a concept that keeps pace with the times. In the future, new track stocks will appear in the market, allowing the market to have new profit-making benefits. Jin Xiaofei believes that there are three main criteria for screening Track stocks. The market will automatically select the subdivided industries and tracks that meet these three points, and this track may be an opportunity for investment in the future.
First, the prosperity is the best;
Second, the performance growth is the fastest;
Third, the early stock chips are relatively clean.
From the current point of view, Jin Xiaofei believes that the market is at a new crossroads. Before the new bull sector runs out, it prefers some partial value sectors in the medium and short term. However, the trend of innovation and consumption upgrading in the pharmaceutical industry will not change, and many great opportunities will be born in this process.
Gf Securities Co.Ltd(000776) strategy analyst Dai Kang believes that the future market can start from four main Nuggets growth tracks. First, the pharmaceutical, new infrastructure, new materials and other sectors benefiting from the phased decline of US bond interest rates; Secondly, semiconductor, medicine, new energy vehicles and other sectors benefiting from the resumption of work and production and the repair of supply and demand structure after the epidemic; Furthermore, photovoltaic modules and other sectors benefiting from the "steady growth" of the new energy consumption chain; Finally, wind power and other sectors benefiting from the periodic decline in the price of materials upstream of the emerging industrial chain.
