The three major indexes of Shanghai and Shenzhen rebounded sharply, and the concept of digital economy lifted the tide of limit
Market Overview: in the morning paper of last Thursday, Friday and this Monday, we highlighted the theme investment opportunities in the digital economy and 5g sector, and sent a short message "the State Council issued the 14th five year plan for digital economy development" on Thursday morning. 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 ". The market trend was as we expected. In early trading on Monday, the three major indexes of Shanghai and Shenzhen opened higher, and then fluctuated upward. On the disk, covid-19 special medicine continued to rise sharply, digital economy concept stocks performed beautifully, and most other sectors recovered. In the afternoon, the three major indexes continued to rise. The growth enterprise market index rose to 1.8%, and the Shanghai index followed the upward trend. On the disk, the sectors related to digital economy continued to be strong, lifting the tide of daily limit, the lithium battery sector warmed up, the strong covid-19 detection sector callback in the early stage, and the pharmaceutical stocks such as medical devices and traditional Chinese medicine weakened. Throughout the day, in the industry, Internet services, software development, computer equipment, communication services, communication equipment, cultural media, optical optoelectronics, electronic components, consumer electronics, shipbuilding, instrumentation, mining, games, semiconductors and other sectors led the increase, while medical devices, pharmaceutical commerce, energy metals and other sectors LED the decline; In terms of subject stocks, covid-19 drugs, Huawei Euler, digital currency, state-owned assets cloud, smart government, data security, network security, electronic license sector, domestic software, digital twin, virtual digital human, biometrics, edge computing, mobile payment, big data, data center, cloud universe and other subject stocks led the rise, with in vitro diagnosis, dexamethasone, influenza Aquaculture and other theme stocks led the decline. On the whole, stocks in the two cities rose more or fell less, market sentiment warmed up and became active, and the profit-making effect was good. The turnover of the two cities was 1119.7 billion yuan, exceeding trillion yuan for 12 consecutive days. As of the closing, the Shanghai Composite Index closed at 3541.67 points, up 20.41 points or 0.58%, with a total turnover of 438.273 billion; Shenzhen composite index reported 14363.57 points, up 213 points, or 1.51%, with a total turnover of 681.43 billion; The gem index reported 3170.41 points, up 51 points, or 1.63%, with a total turnover of 310.321 billion. The Kechuang 50 index reported 1338.32 points, up 26.03 points, or 1.98%, with a total turnover of 67.043 billion.
