The three major A-share indexes collectively closed lower today, of which the Shanghai index fell 0.91% to close at 3522.57 points; The Shenzhen Component Index fell 1.19% to close at 14029.55; The gem index fell 1.02% to close at 3034.68, with four consecutive negative days. The market turnover was less than 1 trillion yuan, up from 984.4 billion yuan today, with more than 3100 stocks falling. Most industry sectors closed down, led by medicine, agriculture and games, while coal, tourism and wine sectors rose against the market. Northbound funds bought a net 8.758 billion yuan today.
Today’s news:
1. Collective exposure! Liu Gesong, Fu Pengbo and Xiao Nan dingliu are indeed adjusting their positions. Have you bought their first heavyweight stocks
2. “Stock god” suddenly smashed 24.7 billion to bet on new energy. What do you smell? Can the trillion track be reversed after the collapse of 500 billion
3. “Top flow” Zhang Kun’s position was exposed! Fourth quarter bulk reduction of Baijiu Tencent, Ali was the focus of the increase
4. National development and Reform Commission: vigorously develop green transportation consumption and gradually eliminate local restrictions on the purchase of new energy vehicles
5. The average annual growth rate is 34%! Over the past four years, foreign capital has significantly increased its net holdings of domestic stocks and bonds
6. Liu Mingdi of JPMorgan Chase: most optimistic about China’s Shanghai and Shenzhen 300, which is bullish by more than 20% this year
7. The State Council issued a heavy document to timely launch the concept stocks favored by the inbound tourism promotion action agency
8. The voice of singing more crude oil is rising day by day! Oil prices hit $100 in the third quarter
For the future market trend, institutions have expressed their views.
Soochow Securities Co.Ltd(601555) said that at present, due to the time node, the market is releasing the selling pressure in an orderly manner, and many varieties show some signs of oversold. From the operation point of view, investors still focus on wait-and-see, focusing on the undervalued varieties with good texture but recently killed by mistake, and wait for the market to stabilize spontaneously before making subsequent layout.
Guosheng Securities believes that under the general stable tone of market liquidity, the short-term market may still be dominated by low absorption, so it can actively pay attention to the hot topics related to digital economy in the current market and look for individual stock opportunities. Operationally, with the end of 2021, the market may be able to open the industry valuation improvement expectations with clear lines of annual report performance, accumulate market opportunities after the festival, and be more cautious about the risks caused by market fluctuations before the year.
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.
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.
