Undervalued varieties are strong, and track stocks perform poorly
Market Overview: in the morning paper on Thursday, Friday and Monday, we highlighted the theme investment opportunities in the digital economy and 5g sector, and in the morning message on Thursday, "the State Council issued the 14th five year plan for the development of digital economy". By 2025, the added value of core industries of digital economy will account for 10% of GDP, Choose the opportunity to layout the two major fields of digital industrialization and industrial digitization "and remind again in the morning message" pay attention to the investment opportunities of big finance, new and old infrastructure, digital economy and other sectors ". In addition, in the morning meeting on Monday, we put forward the optimistic logic focus of" digital economy ". Early Wednesday morning SMS reminded that the recent rotation of the market sector has accelerated, and undervalued financial stocks and Chinese capital construction stocks are relatively more favored by the market. Thursday morning post reminded that the recent rotation of the market sector has accelerated, high selling and low absorption, reducing expectations. For the continuously rising digital economy, we should pay attention to timely high selling. The market trend is as we expected. On Monday, the digital economy concept stocks raised the limit, on Tuesday, the digital economy continued to rise sharply, on Tuesday, the big finance pulled up the Shanghai index, on Wednesday, the digital economy continued to rise, and the financial and infrastructure stocks performed strongly. On Thursday, the digital economy concept stocks fell, led by the big financial board. In early Thursday trading, the three major indexes of Shanghai and Shenzhen collectively opened low, then rose slightly and fell back. Since then, the large financial sector has made strong efforts, driving the rise of the Shanghai index, and the aquaculture, airport and other sectors have been active; However, the poor performance of theme stocks dragged down the gem index. On the disk, yuanuniverse and game stocks that rose sharply on Wednesday, and lithium battery, photovoltaic and other new energy track stocks continued to weaken collectively. In the afternoon, the Shanghai index was also dragged down, and the three major indexes of Shanghai and Shenzhen closed in green. Throughout the day, in the industry, insurance, securities, banking, precious metals, airports, wine making and other sectors led the increase, while engineering consulting, motors, education, games, optics and optoelectronics, auto parts, plastic products, power grid equipment, special equipment, communications, instruments and meters, petroleum, aerospace, cultural media, mining and other sectors led the decline; Nano silver, virtual digital human, digital reading, cloud games, metauniverse, lithium extraction from Salt Lake, charging pile, photoresist, lithium battery, UHV and other theme stocks led the decline. On the whole, the stocks in the two cities rose less and fell more, the market sentiment is still cautious, and the profit-making effect is very poor. The turnover of the two cities is 1129 billion yuan, exceeding trillion for 15 consecutive days. As of the closing, the Shanghai Composite Index closed at 3555.06 points, down 3.12 points or 0.09%, with a total turnover of 459.702 billion; Shenzhen composite index reported 14198.30 points, down 8.89 points, or 0.06%, with a total turnover of 669.284 billion; The gem index reported 3065.99 points, down 9.99 points, or 0.32%, with a total turnover of 283.932 billion. The Kechuang 50 index reported 1306.02 points, down 18.07 points, or 1.36%, with a total turnover of 49.501 billion.
