Summary
[Closing broadcast]The three major A-share indexes oscillated today, and finally ended up mixed. The Shanghai Composite Index fell 0.04% to close at 3501.99 points; the Shenzhen Component Index fell 0.03% to close at 14412.31 points; the ChiNext Index rose 0.70% to close at 2871.97 points. The total turnover of the two cities was 876.4 billion yuan. The industry sector rose more and less, and the wine and brokerage sectors led the rise. Northbound funds bought 527 million yuan in net today.
The three major A-share indexes fluctuated and consolidated today, and finally closed mixed.Shanghai IndexFell 0.04% to close at 3501.99 points;Shenzhen Component IndexFell 0.03% to close at 14412.31 points;Growth Enterprise Market IndexIt rose 0.70% to close at 2871.97 points.Total of the two citiesDeal876.4 billion yuan, the industry sector rose more and fell less, wine and wineBrokerageThe sector led the gains strongly. Northbound funds bought a net 527 million yuan today.
Regarding the market outlook, institutions have expressed their views.
Centaline SecuritiesIt is believed that after the holiday is affected by many factors, A sharesmarketContinued to fall. This week, the Shanghai Stock Index fluctuated sharply around 3,500 points. The market divergence increased significantly.the companyContinue to adjust, pro-cyclical industryRush up and fall back, Many oversoldLow-priced stocksTaking the opportunity to repair the rebound, the market’s leading hot spots are more scattered.It is expected that the Shanghai Stock Exchange Index will continue to digest negative factors in the short-term, and the possibility of range volatility is still high. It is recommendedinvestmentIn the short-term, investors will wait and see for the time being, and the mid-term will continue to pay attention to investment opportunities in low-valued blue chip stocks.
Soochow SecuritiesIt is pointed out that this week’s market is alternating between Yin and Yang, and the fluctuation range is huge. Last year’s strongfundBaotuan varieties have suffered heavy hammers continuously. The main reason is that local valuations are too high. Due to the market’s concerns about inflation, the recent ten-year period in the United StatesNational debtThe abnormal volatility of yield has put pressure on the valuation of global risk assets. The United StatesNasdaq, Hong Kong Hang Seng Technology Index and ChinaStart a businessThe trend of the board index is converging, and it is still necessary to wait patiently for the market to stabilize in the short term.
Shanxi SecuritiesSaid that in the medium term, the valuation needs to continuePerformanceCash out to digest, due to the recent market fear of heights and risk aversion, we maintain the judgment that the index is showing a wide fluctuation trend. The short-term sector rotation has strong randomness. Investors are not recommended to operate blindly and pay attention to the stabilization and rebound of sectors with better fundamentals. opportunity.
Northeast SecuritiesSaid that during the window period of the two sessions, there is no sadness or joy, and no sadness lies in the maintenance of stability and peace between the two sessionsPPIRising economic recovery performanceimprove, The high and low rotation in the stock market has not yet ended. I don’t like the fact that we can’t forget yesterday’s past events such as the rare reminder of U.S. stock risks and its derivative risks by the Chairman of the China Banking and Insurance Regulatory Commission. Therefore, the focus is on the top-down procyclical logic and bottom-up performance. The logic of restoring stock declines, the original holding group stocks such as baijiuDraw backIt is still necessary to observe and wait for the opportunity to tap the wrong killing stocks in Hebaotuan stocks.
China Sea SecuritiesAnalysis, in the short term, after a short-term sharp decline in A-share institutions, Baotuan stocks appearedFund net worthFalling, massive redemptions by investors, selling by fund managersPositionThe negative feedback phenomenon of stocks and stock prices falling as a result. When the impact of the adjustment of institutional group stocks on A shares is fully released is a key factor in whether A shares can stabilize.
China Merchants SecuritiesSaid that the current domestic and foreign economies are still on the way of recovery,currencyThe policy has not yet seen a substantial contraction. After the short-term market adjustments have been sharply adjusted, expectations of rising inflation and tightening of monetary policy have been digested to a certain extent. At present, there is little room for the market to continue downward. The attractiveness will gradually increase after the fall. In the short term, we can continue to pay attention to the chemical industry,Non-ferrous metalsWait for the procyclical sector, and undervaluedInsurance、bank, Real estate, it is still recommended to focus in the medium termBig consumptionHigh-quality tracks such as, medicine, technology (including high-end manufacturing), etc., will be the layout opportunities after the callback.
(Article Source:Oriental wealthResearch center)
(Editor in charge: DF075)
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