[Stock market report]The three major A-share indexes fluctuate. On the disk, carbon trading, UHV, environmental protection engineering, digital twins, cultural media and other sectors have the largest gains, and steel, coal, rare earth permanent magnets, non-ferrous metals, glyphosate and other sectors Lead the fall. As of press time, the Shanghai Composite Index rose 0.24% to 3,428.08 points; the Shenzhen Component Index rose 0.40% to 13,574.34 points; the ChiNext Index rose 0.59% to 2655.65.
The three major A-share indexes fluctuate. On the disk, carbon trading, UHV,Environmental Engineering, Digital twins,Culture MediaThe gains in other sectors are among the highest, with steel, coal, rare earth permanent magnets,Non-ferrous metals, Glyphosate and other sectors led the decline. As of press time,Shanghai IndexRose 0.24% to 3,428.08 points;Shenzhen Component IndexRose 0.40% to 13,574.34 points;Growth Enterprise Market IndexIt rose 0.59% to 2655.65.
1. The central government made it clear: Carbon peaking and carbon neutrality are a broad and profound economic and social systemic change
2. Summary of CCTV “3·15” party exposure issues: involving face recognition, clenbuterol, etc.
3. Intech Medical: Last year’s profit distribution plan is planned to be adjusted to 10 and 30 yuan
4. Is the 270 billion “fruit chain” giant suddenly bad for Apple headphones?Two months plunged 170 billion bargain-hunting netizens confused
5. The medical service sector has fallen 31% since the Year of the Bull, and the star stocks have retraced more than 40%!Fund manager: It is expected to take the lead in stabilizing
6. The list of listed companies that are about to be delisted and whose performance is declining by these counterfeit companies is coming (with shares)
7. Eleven tens of billions of private equity holdings 41 A-shares, Gao Yi and Xingshi each hold more than 1 billion yuan
8. For the first time in the year!Kechuang 50 sample stocks adjusted Cambrian, Junshi Bio and other unprofitable companies to be included
Just likeCentaline SecuritiesAs mentioned, A shares on MondaymarketRushing high met resistance, shocks fell back, stabilized and rebounded in late trading, the Shanghai stock index continued to consolidate around the half-year line throughout the day.The recent trend of the stock indexes of the two cities has been obviously influenced by the first-line group stocks. In the future, the market will truly bottom out and stabilize.Market valueBlue-chip stocks have stabilized, and the Shanghai stock index is likely to maintain a slight fluctuation in the near future.SuggestinvestmentPay attention tobank、Environmental Engineering、Civil Aviation Airportas well asCement building materialsWaiting for investment opportunities in the sector, the midline continues to pay attention to investment opportunities in low-valued blue-chip stocks.
Northeast Securitiesanalysis,Market indexIn the short-term overall in the 3300-3500 B-wave rebound (historical experience, the B-wave rebound is different from the main rise in one go, usually there will be several repetitions, and the process of shock), oversold rebound and capital movement are the main keynotes; Don’t count the stocks held on MondaycostLooking at the decline, the trend of Baotuan stocks still needs to be waited for. The market is just a B wave rebound. There is not much room for it. The target is on the 20th.Moving averagenearby.Recent tightcreditStrictly inspecting operating loans and other illegal funds objectively squeezed the stock market, and the market index lacked significant upside momentum; on the contrary, Baotuan stocks, especiallyPerformanceThe downside risks of poor stocks are still being released. therefore,PositionIt’s not advisable to make a risky advance, and the allocation direction should be balanced. The focus is on carbon neutrality and other major issues.themeChina is exploring opportunities for repairing pro-cyclical, undervalued, and oversold sectors.
In terms of market outlook, Shanghai Securities stated that the first wave of short-term adjustments has been put in place, and the market is about to undergo a repairing rebound. In the medium term, the time and space for market adjustments will continue. The operating strategy is that the original core assets held need to be carefully identified, and pay more attention to the varieties of high-performance stocks that have greater performance flexibility than valuation flexibility.The sector is concerned about oil and gasindustryChain, high-endmanufacturing, The epidemic damage repair industry, copper and copper in the procyclical sectorNon-ferrous metals。
Previously,CICCAnalysis of the recent marketDealThe decline in volume may not be a bad thing. Our preliminary judgment is that daily turnover may shrink to a level of 600-700 billion yuan or even lower for a period of time.bottom“Status, the market may continue to fluctuate and consolidate for a period of time, the market may regain its upward trend. The market rhythm is highly uncertain. In the future, we will continue to comprehensively update valuation, position, growth and policies, overseas conditions and other comprehensive updates to determine the short-term rhythm. .
Shanxi SecuritiesIt is pointed out that the market will maintain a volatile trend, and the volatility will remain high. It is recommended that investors pay proper attention to the targets that have good fundamentals and are affected by emotions. In the medium term, inhibitory factors and supporting factors are intertwined with each other, continuing to determine the trend of wide fluctuations.
In terms of operating strategy, Guosheng Securities mentioned that procyclical industries with expected economic recovery are the first choice. These industries are in the bottom area and are easy to attract capital. At present, the kanban block effect is gradually spreading.Non-ferrous metals, Energy and chemical industry, papermaking to cement, steel,bank, Electric power, aviation, etc., all have good performance, but the shock after the rebound is inevitable. The operation requires a defensive mentality and a positive attitude.attitudeParticipate, look at the market from the perspective of a big cycle, and wait for the market to stabilize before increasing profit opportunities.
In addition, Bohai Securities believes that it is still after the sharp drop.Technical rebound, The style switching will continue. On the one hand, the market is facing pressure from the valuation side due to the continuous recovery of U.S. Treasury yields, while the Baotuan sector is more sensitive to the denominator, so the pressure of callback is relatively large; on the other hand, the market has had sufficient expectations for the performance of the Baotuan sector before. , And the first quarter of the annual report is about to enter the intensive disclosure period. The time to test the “fineness” of Baotuan varieties is coming, and there will be more wait-and-see attitudes for funds. Therefore, we believe that this is only a technical rebound. The intervention of allocation funds requires performance observation. The realization of the situation, and wait for a more continuous shrinking process.In terms of industry configuration, it can lean towards low-valuation sectors and low-expected sectors, pay attention tobank, Real estate, construction and building materials, transportation, chemical and other sectors of the low allocation value; globalIndustry chainUnder normal circumstances, the demand is overseas, andsupplyThe sub-categories that are more prone to problems at the end, such as nonferrous metals, chemicals, and machinery and equipment, benefit from the expansion of overseas production demand in intermediate products and equipment fields.
(Article Source:Oriental wealthResearch center)
(Editor in charge: DF078)
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