On January 18, 2022, the three major A-share indexes opened mixed. According to wind data, the Shanghai composite index opened 0.01% higher to 3541.89 points; The Shenzhen composite index opened 0.01% higher and reported 14365.19 points; The gem index opened 0.05% lower at 3168.79.
Among the shenwanyi industry sectors, beauty care, computer, commerce and retail and other sectors led the increase; Agriculture, forestry, animal husbandry and fishery, medicine and biology, automobile and other sectors led the decline.
Among the concept sectors, the first board, striking board, continuous currency and other concept sectors led the increase; Prefabricated dishes, covid-19 pneumonia detection, in vitro diagnosis and other concept sectors led the decline.
Boc International (China) Co.Ltd(601696) believes that considering the characteristics of upward cycle prosperity of capital expenditure and loose short cycle recession, the growth direction of high prosperity and TMT technology are still the main layout. First, after the active correction of high growth track stocks represented by Ning portfolio, the valuation switching investment cost performance in 2022 is high. Focus on investment opportunities in new energy lithium batteries, photovoltaic materials, equipment and other sectors. Second, the near-end performance growth of TMT communication and electronic hardware is relatively certain, and the industry valuation is at a low and middle position in history. It is recommended to pay attention to some subdivision tracks after the correction of intelligent driving, lidar and power semiconductor.
