Afternoon Commentary: The Shanghai Composite Index rose and fell by more than 1%. The military, oil and other sectors fell. The power and coal sector bucked the market and pulled up – yqqlm

March 9,Shanghai IndexIt rose and fell in early trading, down more than 1%. The Shenzhen Component Index,GEM refers toBoth fell sharply, with a drop of more than 1.5%; the two cities traded nearly 600 billion yuan in half a day, and the net outflow of northbound funds exceeded 4 billion yuan.

As of the close at noon, the Shanghai Composite Index fell 1.07% to 3258.17 points, the Shenzhen Component Index fell 1.78%, and the ChiNext Index fell 1.61%; the two cities had a total turnover of 581.8 billion yuan, and the northbound funds sold a net 4.227 billion yuan.

On the disk, military industry, health care, oil,brokeragepharmaceuticals, non-ferrous metals and other sectors topped the decline, with real estate, steel,insurancechemical, automotive and other sectors were down; electricity, coal, construction and other sectors bucked the market and pulled up, BIPV concept, green power, assembly buildings, etc.themeBe active.

Chuan CaisecuritiesSaid that the current domestic market is facing the situation of “external worries” and “internal stability”. Overseas, the Russian-Ukrainian conflict continues to disturb commodities, driving up global inflation expectations. Under the upward pressure on inflation, the Fed is also expected to raise interest rates. The price of overseas stock assets has fallen and the price of safe-haven assets has risen, causing certain disturbances to the domestic market. . At the domestic level, whether it is the annual macroeconomic target or the special debt data released recently, it highlights that this year’s fiscal policy is relatively positive. Under the circumstance that domestic liquidity is relatively abundant and corporate profits are guaranteed to a certain extent, it is not appropriate to be overly pessimistic about overseas risk disturbances. . In terms of direction, under the keynote of “stabilizing growth”, we will pay attention to the reduction of fees and taxes for small and medium-sized enterprises related to “stabilizing employment”, the new and old infrastructure related to “stabilizing investment”, and the supply of primary products related to “guaranteeing food and energy security”.

GuoshengsecuritiesIt is pointed out that the recent increase in the risk of stagflation in the global economy, the unsettled situation in Russia and Ukraine, and the repeated domestic and foreign epidemics have affected the market’s risk appetite to a large extent. At present, sectors with relatively strong recent performances such as coal, non-ferrous metals, and assisted reproduction have seen obvious compensatory declines, while stocks in sectors with relatively low valuations and adequate previous adjustments have shown stronger resilience. Some focus. In terms of operation, it is advisable to watch more and move less, control the position, and wait for the market to stop falling.can followsemiconductornew infrastructure, new electricity, etc.performanceGaojian expects the timing of the layout of the stronger sector to be a good choice under the current market conditions.

(Article Source:securitiesTimes Network)

Article source: Securities Times Network

Responsible editor: 91

Original title: Afternoon comment: The Shanghai index rose and fell by more than 1%, the military oil and other sectors fell, and the power and coal sector bucked the market and rose