Jufeng Investment Adviser: Three favorable factors support A shares to strengthen
The market fell for a while in the morning, mainly due to the general downturn in the external market. It should be noted that although the market bottomed out today, the turnover in the two cities has shrunk, falling below one trillion for the first time since July. Today’s turnover suddenly shrank, and the probability of continuing to rise may be greatly reduced. Of course, the support of the A-share market is still relatively strong. On the one hand, the overall environment is improving, whether it is supported by the economy or liquidity; on the other hand, the intensive release of medium-term forecasts supports and boosts the market as a whole; in addition, the overall inflow of foreign capital has slowed recently, but the overall inflow The boost remains. The market structure remains unchanged, and it is still in the second half of the bull market. Opportunities for some sectors and individual stocks still exist. Don’t chase high, continue to explore varieties with strong performance and low valuation.
Bairuiying: A-share market is brewing changes
In the past two days, despite the market’s correction, the northbound capital has been flowing in against the trend. Yesterday’s northbound capital inflow exceeded 4 billion yuan, and today’s inflow exceeded 3 billion yuan. The continuous inflow of foreign capital shows that the market outlook is optimistic, and the reason for the weak market trend is domestic capital. Too cautious, for example, judging from the situation of the interim report just announced, public funds have been lightening their positions. Although the trend of A-shares has always tended to shrink back and forth, the trend of A-shares can be said to be very resilient compared to the external market slump. Therefore, everyone will continue to hold on to the high-quality stocks they already hold, and keep a good half-position and wait for swing opportunities.
Xiangcai Securities: The external plunge failed to crush the A-share forward index, which turned tenaciously into red
Today, the U.S. stock market’s plunge has led to a mid-range opening of A-shares. However, the A-share market has not only withstood the impact of the U.S. stock market’s plummet, but also the GEM has turned tenaciously into the red. There are over 50 stocks in the two cities, and the number of dual-enterprise stocks that have risen more than 10% reached 20, and the number of stocks that fell more than 5% is less than 60. This shows that the market as a whole is good today. Continue to do more structural market, and the hot spot is still What we said last week: military industry, chemical industry, non-ferrous metals.
Yuanda: The shock pattern does not change the high and low switching to find opportunities
Before the current volatility pattern is changed, the operation continues to be cautiously optimistic. In terms of operational strategy, the main focus is to continue to control positions. The targets with significant recent gains will continue to lighten their positions at rallies, reducing the overall position to within 40%. At the same time, position allocation adheres to the principle of switching between high and low, focusing on opportunities for growth stocks that have the potential to supplement growth. Among them, the upstream raw materials of lithium batteries, semiconductor chips, consumer electronics, as well as aerospace and military industry, medicine and medical care, etc., can continue to pay attention. Especially the leading targets that have been adjusted in place after experiencing a sharp rise in the early stage can be focused on. However, procyclical stocks dragged down by the decline in international oil prices are showing signs of gradual decline in hot spots, and try to avoid them as much as possible. The specific operation is based on low suction, not chasing high.
Source: Reading Chuang Finance and Economics
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