A shares rebounded on Monday. After the opening of the three major indexes, they rose unilaterally, all branches of the digital economy broke out, and heavyweights in the high boom track also showed signs of recovery. More than 3300 stocks rose in Shanghai and Shenzhen, and market sentiment rebounded significantly.
As of yesterday’s close, the Shanghai Composite Index closed at 3541.67 points, up 0.58%; The Shenzhen Component Index closed at 14363.57, up 1.51%; The gem index closed at 3170.41, up 1.63%.
In terms of capital, the north capital bought a net 1.707 billion yuan yesterday, including 323 million yuan for Shanghai Stock connect and 1.383 billion yuan for Shenzhen Stock connect.
digital economy carries the banner of rebound
Yesterday, it was mainly the sectors related to the digital economy that carried the banner of rebound. The themes such as digital currency, network security, cloud computing and domestic software welcomed the trading tide. Among them, strong stocks in each segment have cross concepts. For example, Synthesis Electronic Technology Co.Ltd(300479) with a 20% trading limit is both a digital currency concept and a network security concept, Inspur Software Co.Ltd(600756) is both a domestic software and a cloud computing concept.
On the news side, there are frequent positive policies for the digital economy. On January 16, Qiushi magazine published an important article “constantly strengthening, optimizing and expanding China’s digital economy”. On the same day, the national development and Reform Commission also issued a document “vigorously promoting the healthy development of China’s digital economy”, which proposed that we should concentrate on tackling key core technologies and accelerate the realization of high-level self-reliance and self-improvement; Appropriately advance the deployment of new infrastructure construction and consolidate the foundation for the development of digital economy; We will further promote the digital transformation of traditional industries and accelerate the deep integration of digital technology and the real economy. Previously, the 14th five year plan for the development of digital economy made it clear that by 2025, the digital economy will move towards a comprehensive expansion period, and the added value of core industries of digital economy will account for 10% of GDP.
the market shows a general upward pattern
Yesterday, the overall market showed a general upward pattern. In addition to the branches of the digital economy, automobiles, power equipment and military industry also warmed up and strengthened.
Lithium battery leader Contemporary Amperex Technology Co.Limited(300750) rose 5.1% yesterday and stood at the integer level of 600 yuan again. Recently, it has rebounded more than 15% from the low point. Previously, the fixed increase of Contemporary Amperex Technology Co.Limited(300750) 45 billion yuan was approved by the exchange. Analysts believe that the acceleration of Contemporary Amperex Technology Co.Limited(300750) production expansion will lead a new cycle of industry production expansion.
optimistic about the “red envelope market” of the main line of science and technology
“The performance of TMT on Monday is the epitome of the market of the whole year.” Boc International (China) Co.Ltd(601696) Wang Jun, chief strategic analyst, said that in 2022, he was firmly optimistic about the main line of science and technology and did more in a new round of science and technology industry cycle. The closed-loop positive feedback market of hard technology and soft technology.
In Wang Jun’s opinion, the macro environment of the A-share market in 2022 is better than that of the overseas market, the exchange rate is stable, the monetary policy is independent, and the scientific and technological growth style will be obviously dominant. In addition, two major factors disturbing the valuation of science and technology growth have been weakened: the interest rate of US bonds rose and fell; Value style ebb. With the high growth of financial results verified, the market style is expected to return to the main track of science and technology.
Wang Jun suggested that in 2022, super configuration technology growth style, pay attention to TMT technology beta market, and adhere to lithium battery, photovoltaic, semiconductor and other leading industries with high capital expenditure.
Looking forward to the future, Wu Kaida, chief strategist of deppon securities, believes that the “red envelope market” of the Spring Festival can still be expected. To resume the index, industry and style performance four weeks before the Spring Festival from 2010 to 2021 and four weeks after the Spring Festival, Wu Kaida summarized three experiences: first, the cyclical trend law is obvious, and the “red envelope market” mainly occurs after the Spring Festival; Second, before the Spring Festival, the trend of large cap stocks is stronger than small cap stocks, and low P / E stocks are stronger than high P / E stocks. After the Spring Festival, small cap growth stocks and high P / E stocks are expected to go stronger; Third, the industry level can focus on TMT, electrical equipment, automobile, etc.
