Zhongxin Jingwei, January 17 (Xinhua) on Monday (17th), A-Shares changed the relatively depressed market in the first two weeks of the year, opened higher and went higher, and the Shenzhen Component Index and gem index performed strongly, both rising by more than 1.5%.
As of the close, the stock index rose 0.58% to 3541.67 points; The Shenzhen Composite Index rose 1.51% to 14363.57; The gem index rose 1.63% to 3170.41. The turnover of the two cities exceeded trillion yuan for the 12th consecutive trading day.
On the disk, the computer sector strengthened, and the sectors such as communication equipment, media, home appliances, military industry, semiconductors and education led the increase. Digital currency concept stocks were active, Shenzhen Emperor Technology Company Limited(300546) , Synthesis Electronic Technology Co.Ltd(300479) , Newcapec Electronics Co.Ltd(300248) , Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Beijing Advanced Digital Technology Co.Ltd(300541) and other stocks rose by 20%; The concept of meta universe continued to rise, and digital Zhengtong, Beijing Jetsen Technology Co.Ltd(300182) , Shenzhen Aoto Electronics Co.Ltd(002587) followed suit.
As of the closing, the rise / fall ratio of all trading stocks in Shanghai and Shenzhen was 3364:1188, with 115 trading limits and 30 trading limits.
In terms of individual stocks, today's trading limit shares are as follows: Hubei Radio & Television Information Network Co.Ltd(000665) (9.99%), Andon Health Co.Ltd(002432) (10.00%), Newcapec Electronics Co.Ltd(300248) (20.00%), Guangzhou Kingteller Technology Co.Ltd(002177) (10.00%), Haixin Foods Co.Ltd(002702) (9.98%). The down limit shares are as follows: Nanjing Chervon Auto Precision Technology Co.Ltd(603982) (- 10.00%), Hunan Yujing Machinery Co.Ltd(002943) (- 9.99%), Sunway Co.Ltd(603333) (- 9.99%), Yanan Bicon Pharmaceutical Listed Company(002411) (- 10.03%).
The top five stocks of turnover rate are: Jiayuan technology, bidding shares, Deshi shares, Springsnow Food Group Co.Ltd(605567) and chuangyao technology, which are 72.572%, 66.579%, 64.916%, 56.159% and 49.516% respectively.
In terms of northbound funds, the net inflow of northbound funds throughout the day exceeded 5.8 billion yuan, of which the inflow of Shanghai Stock connect exceeded 2 billion yuan and that of Shenzhen Stock connect exceeded 3.7 billion yuan.
For the current A-share market, Citic Securities Company Limited(600030) research report believes that the collapse of high-level holding stocks is the main reason for the sharp fluctuation of market sentiment at the beginning of the year. It is expected that investors' confidence in steady growth policies and economic stabilization will continue to strengthen, and market sentiment will be boosted with the redefinition of the main line of steady growth. The starting point of the market in the first half of the year is approaching, and it is expected to appear before the festival.
In terms of operation, Citic Securities Company Limited(600030) it is recommended to continue the firm layout around the "three low positions": 1. For the varieties whose fundamentals are expected to remain low, focus on the midstream manufacturing suppressed by cost problems in the early stage, such as vehicle, lithium battery cell, photovoltaic equipment, etc., and the tax-free and entertainment content consumption whose fundamentals are expected to remain low; 2。 For the varieties whose valuation is still relatively low, it is recommended to pay attention to the high-quality developers, building materials and home furnishing enterprises after the expected mitigation of real estate credit risk, the Internet leaders of Hong Kong stocks after the impact of medium concept stocks, and the fine chemical enterprises with the ability to develop new businesses such as new materials; 3。 High boom varieties with relatively low share price after adjustment, such as intelligent driving, auto parts, and semiconductor equipment, power semiconductor, Xinchuang and military industry driven by localization logic.
(the opinions in this paper are for reference only and do not constitute investment suggestions. Investment is risky and should be cautious when entering the market.)
