After-hours institutional strategy: Shanghai and Shenzhen stocks rebound across the board, focus on the low trend to reverse individual stocks |

Deutsche Securities Co., Ltd. believes that the three major indexes have risen collectively.Growth Enterprise Market IndexOutstanding.Shanghai IndexOnce again stand at the 3600 integer mark,Ningde era、Mindray Medical、Aier OphthalmologyWhen the weight of the Growth Enterprise Market rose sharply, the index rose, and the Growth Enterprise Market rebounded strongly by 4%. More than 3,000 stocks in the two cities rose, and the turnover exceeded 1.4 trillion yuan, which exceeded 1 trillion yuan for 34 consecutive trading days. The popular track in the early stage has entered the rest stage, and with the improvement of stable growth expectations, low-value sectors such as the infrastructure chain and the financial and real estate chain have performed strongly recently, and the market has shown a state of rebalancing of styles and “high-low switching” and “large-scale switching”. .

Yuanda believes that although the market rebound pattern is obvious today, the market outlook still needs to be carefully watched, and it should not be blindly radical. In particular, remember not to chase high in terms of operation. In terms of specific strategies, continue to implement the principle of balanced allocation of value growth. For mandatory consumption that has started from the bottom and has a strong rebound momentum, including liquor, medicine and medical and other major consumption track leading varieties, you can actively participate in the configuration on dips.At the same time, benefiting from the listing of the NEEQBrokerageThe leading companies can also continue to hold shares. As for the core track growth sectors such as lithium battery photovoltaic military industry that have been cleared at a high position, it is necessary to wait patiently for the adjusted opportunity to enter the field again at a low position. The overall position still needs to be controlled within 50%.

Rongwei Securities pointed out that, on the whole, after the mid-term report season, the popular track in the early stage has entered a rest stage. With the improvement of stable growth expectations, the recent performance of low-value sectors such as the infrastructure chain and the financial and real estate chain has shown strong performance in the market. Style rebalance and “high and low switching”, “size switching” status. From an annual perspective, the most critical aspect of A-share investment is high-prosperity investment, which is determined by various factors such as capital risk appetite, expected rate of return, and assessment period. Looking at the dimensions from one quarter to six months, the Ning portfolio is represented. The new energy vehicle industry chain, especially the upstream, the photovoltaic industry chain, especially the upstream, and the military industry still have significant economic advantages. In the short term, at the transaction level, we can moderately pay attention to the direction that benefits from policy easing in the low-value sector.

Bairuiying believes that strategically, the three major indexes have seen long-lost rallies, the market continues to increase volume and the northbound funds continue to rise.Net inflowPerhaps it indicates that the market outlook is not small. The current trend of the Shanghai Stock Index is quite clear. The large-scale restoration of the underestimated blue chips represented by the Chinese prefix shows the trend of funds. The strong and weak pattern of Shanghai and Shenzhen will continue; the GEM will rebound temporarily, and the market will continue. Be cautious and avoid track varieties that have seen huge gains in the previous period. Operationally, focus on reversing the low trend of individual stocks, controlling positions, and maintaining advancement and retreat.

(Source: Securities Times Net)

Article source: Securities Times

Editor in charge: DF078

Original title: After-hours institutional strategy: Shanghai and Shenzhen stock markets rebound across the board, focus on the low trend to reverse individual stocks