Northbound funds bought 3.046 billion yuan in net today, a net purchaseIndustrial Bank538 million yuan,Yili shares464 million yuan, net soldZhaoyi Innovation524 million yuan,Luxshare Precision515 million yuan.
The three major A-share indexes collectively closed down today, of whichShanghai IndexFell 1.02%, fell below the 3600 point integer mark, and closed at 3,595.18 points;Shenzhen Component IndexFell 1.80% to close at 14525.76 points;Growth Enterprise Market IndexIt fell 2.73% to close at 3,161.51 points. Market turnover reached 1.3 trillion yuan, and the number of stocks fell close to 3,500. Most industry sectors closed down, while the new energy and domestic chip sectors plummeted.Aerospace、traditional Chinese medicine、Power IndustryThe decline is among the top,gameThe sector bucked the market and strengthened.
Regarding the market outlook, institutions have expressed their views.
Soochow SecuritiesAnalysis, from the perspective of market style, value stocks are crushing growth stocks regardless of whether they are large or small caps. This may be a correction of the market style of the past year. For individual investors, before the current market is unclear, they may wish to look more and less. move. For the market, especially some high-end products, we still need to remain vigilant. In operation, it is recommended to control positions and appropriately increase the allocation of low-level blue chips to achieve a balanced position. In the direction, we can focus on distressed industries, big finances, new and old Infrastructure, etc., cautiously catch up.
Industrial SecuritiesThink that with the “widecurrency“, the marginal “wide credit” window continues to be fulfilled and strengthened, negative factors gradually fade away, and the index market is still on the way. The market is expected to usher in an index-level rise in 2022, and even a wave of market similar to the “mini version 2014” will appear. 1. Under the downward pressure of the economy, the policy side “steady growth” has been exerting force, and the market has entered a window of “wide currency” and marginal “wide credit”. Positive signals such as interest rate cuts and RRR cuts continue to appear, and the market’s expectations for policy relaxation will continue to heat up 2. The relaxed environment of the credit margin usually leads to the restoration of financial, real estate and other weighted sectors, and is often accompanied by an increase in the index level. 3. The difference from 2014 is that, on the one hand, 2014 was a comprehensive systemic relaxation. At present, under the general tone of “housing and housing not speculating” and infrastructure “supporting but not lifting”, policy easing strength and space are relatively limited, and it is more likely to be a phased and underpinning relaxation. On the other hand, it will gradually be released in 2014. It has evolved into a round of leveraged bulls, but the current market leverage is relatively weak. Taking on-site leverage as an example, the proportion of the two financial institutions in the total market turnover increased rapidly from 2013 to 2015, and it was close to 30% at the end of 2014. In contrast, In comparison, the current proportion of transactions between the two financial institutions is only about 7.6%, and institutional funds are still the dominant market force.
(Article Source:Oriental wealthResearch center)
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