In the early trading of May 31, the three major stock indexes bottomed out and rebounded, and then rose strongly.Shanghai Indexrose about 0.8%, the Shenzhen Component Index,GEM refers toThe increase was more than 1%; the half-day transaction between the two cities was about 550 billion yuan, and the net purchase of northbound funds was about 5.6 billion yuan.
As of the close at noon, the Shanghai Composite Index rose 0.75% to 3172.73 points, the Shenzhen Component Index rose 1.21%, and the ChiNext Index rose 1.23%; the two cities had a total turnover of 550.7 billion yuan, and northbound funds bought a net 5.588 billion yuan.
On the plate, wine,food and drink,agriculture,semiconductorThe sector was among the top gainers, with paper, electricity,brokerage、Insurancehome appliances, medicine and other sectors were strong; tourism, coal, construction, automobile and other sectors weakened; seed industry, food concept,Consumer ElectronicsWaitthemeBe active.
GuoshengsecuritiesIt is pointed out that from a domestic point of view, the Bureau of Statistics plans to announce the manufacturing industry in May this week.PMIThe data is expected to rebound month-on-month. With the accelerated resumption of work and production in the manufacturing industry and the gradual opening of the service industry, especially after Shanghai is unblocked, the month-on-month recovery of market fundamentals will be a high-probability event, which is expected to boost market confidence. From a foreign perspective, the U.S. plans to release the Beige Book of economic conditions this week, and overseas pessimism about raising interest rates has reached a stage high. For example, if the Fed’s speech is slightly dovish, the global market rebound is expected to continue. With the reduction of the impact of the epidemic and the accelerated implementation of economic support policies, the pessimistic factor of A-shares is expected to gradually subside, and funds are expected to return to the stock market faster. Maintain a balanced allocation where growth is slightly greater than value.
In terms of operation, it is still necessary to control the overall position before the market can effectively break through. It is suitable for low absorption. “Promotional fees to protect people’s livelihood” in the post-epidemic era will become the main logic to drive the operation of the market. Focus on the core assets of consumption that benefit from the gradual improvement of the domestic epidemic. Including mandatory attributesfood and drinkautomobiles, home appliances, etc., which are mainly supported by the consumption stimulus policy, it is recommended to combineperformanceCost-effective, appropriate layout of logistics,Military industry、semiconductorand other topic sections.
(Article Source:securitiesTimes Network)
Article source: Securities Times Network
Responsible editor: 436
Original title: Afternoon Comment: The three major stock indexes rose across the board, the Shanghai index rose 0.75%, the ChiNext index rose 1.2%, and consumer stocks were active
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