The three major A-share indexes maintained a shock consolidation trend throughout the day, and finally the Shanghai index closed down 0.09% to close at 3555.06 points; The Shenzhen Component Index fell 0.06% to close at 14198.30; The gem index fell 0.32% to close at 3065.99. The market turnover reached 1.13 trillion yuan, the number of falling stocks exceeded 3800, most of the industry sectors closed down, and the insurance, securities and banking sectors strengthened. Northbound funds bought a net 12.576 billion yuan today.
Today’s news:
1. LPR quotation released in January: 10 basis points down in one-year period and 5 basis points down in five-year period
2. National Health Commission: study and introduce more positive fertility support measures
3. Big warehouse adjustment at the beginning of the year! The latest moves of “top flow” fund managers Fu Pengbo, Tang Xiaobin, Zhu Shaoxing and Ren Xiangdong are coming
4. What is the impact of nine ministries and commissions regulating platform enterprises’ investment in financial institutions and local financial organizations on Internet giants
5. The centralized procurement of Guangdong alliance involves 276 listed companies with a market value of Changchun High And New Technology Industries (Group) Inc(000661) flash avalanche blood products of 100 billion drugs
6. RARE! “Top stream” intensively appeared 100 billion Zhang Kun, Zhang Qinghua and Hou Hao to “appear” to investigate these companies for the first time
For the future market trend, institutions have expressed their views.
Soochow Securities Co.Ltd(601555) believes that at present, the market is supported by about 3500 platforms in the early stage and has entered the shock range. The overall market sentiment has not reached an agreement, the differences are still large, the rotation speed of hot sectors is fast, and the profit-making effect is general. In terms of operation, investors can keep a wait-and-see strategy, choose medium and low positions for trading in hot sectors, and increase their positions when the market effectively breaks away from the downward trend.
Dongguan Securities pointed out that the overall market fluctuated repeatedly, and the Shanghai index hovered between the annual line and the semi annual line. Considering the positive signal released by the central bank, it is expected that the market is expected to gradually stabilize and strengthen, and pay attention to the gains and losses of the annual line and sector rotation. In terms of operation, it is recommended to pay attention to finance, steel, food and beverage, household appliances, building materials, building decoration and other industries.
Central China Securities Co.Ltd(601375) said that the characteristics of the stock game remain the same, the hot spots change again, and the Shanghai index is still likely to fluctuate around the annual line. It is suggested to pay attention to the changes in policy and capital. It is expected that the short-term fluctuation of the Shanghai stock index around the annual line is more likely. It is suggested that investors should be cautious about investment opportunities in engineering construction, power, Internet, household appliances and other industries in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Guosheng Securities pointed out that after experiencing a wide range of shocks in the short term, the panic decline stage of the two indexes may have ended. In the near future, the shock central structure will be gradually constructed, which is conducive to the recovery of market sentiment or a good opportunity to do more. In terms of operation, the market sentiment is gradually stable. After superimposing the previous trend, the selling tide of the track sector is coming to an end, and the index is expected to shake and stabilize the structure. At the same time, the continuous disclosure of the company’s annual report may bring new expectations to the market, so that the funds can re make the valuation model for the high boom sector. Therefore, we can focus on the lithium battery, photovoltaic Stocks in military industry and other sectors.
Shenwan Hongyuan Group Co.Ltd(000166) said that the market has great differences between long and short, the annual line of the Shanghai index may still be contested, and the main tone of “shock stabilization” as a whole remains unchanged. At the operational level, it is recommended to see more and move less, and pay attention to the low absorption opportunities of medium linear growth varieties. In terms of industry, the middle line can continue to pay attention to the industries of national defense, military industry, electronics and securities companies, and look for investment opportunities in the science and technology sector (electronics, communications and computers) in the short term.
future analysis
Xiangcai Securities: Why are A-Shares indifferent after major positive?
Jufeng investment adviser: finance should focus on the market in spring under the weight of carrying the banner
Yuanda: can the weak pattern of buying from the north be reversed at the time of emotional freezing?
