On May 20, the three major stock indexes rose strongly in intraday shock, and rose again in the afternoon, with an increase of more than 1.5%; Among them, the Shanghai index recovered 3100 points and the gem index exceeded 2400 points; The turnover of the two cities was significantly enlarged, with a full day turnover of more than 900 billion yuan, a large net inflow from the north and a full day net purchase of more than 14 billion yuan.
As of the close, the Shanghai index rose 1.6% to 314657 points, the Shenzhen Composite Index rose 1.82% to 1145453 points, and the gem index rose 1.69% to 241735 points; The total turnover of the two cities was 920.7 billion yuan, and the net purchase of funds from the North was 14.236 billion yuan.
On the disk, coal, wine making, nonferrous metals, logistics, food and beverage and other sectors rose sharply, while tourism, home appliances, securities companies, steel, insurance, petroleum, semiconductor, automobile and other sectors strengthened; The trend of real estate and construction sectors is weak; The concept of electronic cigarette, St sector, rare earth, vaccine, gold concept and lithium battery concept are active.
Guosheng Securities pointed out that at present, with the low valuation of the market and the increasing weight of policies, the market sentiment and confidence are gradually picking up, and the future market can continue to look at the high line. Future concerns: first, photovoltaic direction. Europe encourages the development of distributed photovoltaic power generation, and emphasizes that new buildings that meet the conditions should be equipped with roof photovoltaic equipment to improve the photovoltaic landscape. At the same time, many photovoltaic enterprises are expected to have their share prices repaired in large quantities after the initial downward exploration, which is expected to add fundamentals and increase capital resonance; 2、 The planting sector under the "food crisis" can be paid attention to.
Bohai Securities pointed out that in the short term, the market presents a shock process after a rapid rebound. Although the peripheral index is still under great pressure, China's index shows a certain resistance to decline. If the index does not break in the consolidation adjustment, it will accumulate more strength for the upward attack in the next stage. It is suggested to be patient and select and allocate stocks based on the medium and long-term perspective in the process of market consolidation
aftermarket strategy
Bairui win: the index fluctuates at a high level and pays attention to the low absorption opportunity after stepping back
Jufeng investment adviser: the consumer resources sector is rising, and the short-term target of A-Shares is exposed
