Summary
[Stock market report]The three major A-share indexes fell collectively, and the concept of cloud games rose against the market. Blind box economy, cultural media, online education and other sectors also led the rise, while solid-state batteries, insurance, and port and water transportation sectors led the decline.
The three major A-share indexes fell collectively, and the cloud gaming concept rose against the market. Blind box economy,Culture Media, Online education and other sectors are also among the top gainers, solid-state batteries,Insurance、Port water transportWaiting for the sector to lead the decline. As of press time,Shanghai IndexFell 1.48% to 3,520.28 points; Shenzhen Component Index fell 2.59% to 1,504.17 points;Growth Enterprise Market IndexIt fell 2.72% to 3191.88 points.
Today’s news:
4、The Federal Reserve announced to maintain the benchmark interest rate unchanged from 0% to 0.25%
6、Companies suspected of fraud, flash crash, and bad news prescribe “first aid”: buy back!
7、Tesla Model S Plaid Edition’s starting price is lowered by 174,900 yuan
Just likeCentaline SecuritiesAs mentioned, the two cities on WednesdayDealThe amount is less than one trillion yuan, indicating that the willingness of OTC funds to enter the market has decreased. In the future, the Shanghai Stock Exchange Index is likely to continue to gather momentum around 3,600 points. It is recommendedinvestmentPay close attention tobank, Photovoltaics andAgriculture, Animal Husbandry, Feeding and FishingWaiting for investment opportunities in the sector, the midline continues to pay attention to low valuationsBlue chipsInvestment opportunities.
In terms of market outlook,Tianfeng SecuritiesThat the futuremarketOr enter the high volatility stage, the volatility of individual stocks increases, and individual stocks are superimposedPerformanceIn the forecast period, grasp the leader with stable performance expectations and global share expansionthe company.althoughcurrencyPolicy has shifted, but macro liquidity andFund issuanceStill ample, there will still be many structural opportunities in the market.Focus on the upstream and downstream sectors of new energy with high prosperity, such as photovoltaic, petrochemical, semiconductor, and pharmaceutical sectors. In addition, the Chinese New Year in situ may drive “home economy” related industriesshort termInvestment opportunities.
Financial letterSecuritiesAccording to analysis, whether the market chooses to continue with institutional holdings or switching to low-valued sectors remains to be seen. The sustainability of institutional holdings in the future depends on:currencyWhether the policy shifts to tightening; 2)Public offeringfundWhether the issuance or investment direction is restricted. Given the recent increase in market sentiment volatility,Plate rotationAccelerate, the market lacks a clear main line, short-term operations should be more stable, it is recommended to allocate low valuations and institutions with low allocationsbank、Insurance, Airports, media and other sectors.
Soochow SecuritiesMentioned inMonetary PolicyBefore the economic recovery situation has changed significantly, the current market trend and logic remain unchanged. After the short-term adjustment of the index, there is still anotherPull upPossible.It is recommended that investors focus on products with performance support, especially for companies with better annual report expectations.Sub-warehouseattention. In addition, attention should be paid to the selection of Baotuan’s varieties, and the attention can only be continued after a certain performance and logical callback.
In addition, Huaxin Securities believes that the wide adjustment of A shares basically verifies our definition of the market in the early period of the Spring Festival. The trend of the index has come to an end, and the range fluctuation is the main tone. Structural opportunities will become the focus of the market years ago. We once again emphasize that the launch of this round of market is mainly due to the popularity of new equity funds, which has greatly changed market liquidity expectations. At the same time, we do not think that the scale of public offerings in early January is a peak. After the festival, we believe that the scale of public offerings is still expected to continue to rise, and the adjustment before the holiday is even more a layout opportunity.
In terms of operating strategy,China Sea SecuritiesIt is pointed out that the equity market style has turned into profit-driven. After market expectations were reversed at the end of last year, the entire market style has gradually entered a profit-driven market from a rise in liquidity that promoted valuations. In a relatively more balanced market this year, the earnings impact will become more prominent.
China Sea SecuritiesFurther analysis, the current market style tends to grow, and it is recommended to pay attention to industries with outstanding performance growth in the high-prosperity sector.Judging from the announcement of the performance forecast, the bigMarket valueChina Nonferrous Metals, Chemicals, Automotive,computer; Small and medium market capitalization industries such as commerce, machinery, military industry, and electronics have performed well. As the economic fundamentals improve, high-quality sectors driven by performance will have better market performance.
(Article Source:Oriental wealthResearch center)
(Editor in charge: DF078)
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