Home » The essence of the morning meeting of brokerages: before the second rebound, the transaction should continue to shrink, focusing on oversold growth and the new and old infrastructure providers Cailian News Agency

The essence of the morning meeting of brokerages: before the second rebound, the transaction should continue to shrink, focusing on oversold growth and the new and old infrastructure providers Cailian News Agency

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The essence of the morning meeting of brokerages: before the second rebound, the transaction should continue to shrink, focusing on oversold growth and the new and old infrastructure providers Cailian News Agency
© Reuters. The essence of the morning meeting of brokerage companies: before the second rebound, we should continue to wait for the shrinking of transactions, focusing on oversold growth and new and old infrastructure

The Financial Associated Press reported on March 14 that last week, the five major markets rebounded in a V-shape, and the three major indexes turned red across the board, led by the ChiNext Index. The turnover of the two cities was 1,050.2 billion, a decrease of 28.5 billion from the previous trading day. In terms of sectors, sectors such as COVID-19 testing, agricultural products, COVID-19 treatment, and assisted reproduction were among the top gainers, while sectors such as oil and gas exploration, childcare services, precious metals, electricity, and building decoration saw the largest declines. As of the close, the Shanghai Composite Index rose 0.41%, the Shenzhen Component Index rose 0.62%, and the ChiNext Index rose 1.15%. The net sales of northbound funds were 5.042 billion yuan throughout the day, including a net sales of 3.142 billion yuan in Shanghai Stock Connect and a net sales of 1.9 billion yuan in Shenzhen Stock Connect.

U.S. stocks opened higher and moved lower. The three major indexes collectively closed down. The Dow fell 0.7%, the S&P 500 fell 1.29%, and the Nasdaq fell 2.18%. Popular Chinese concept stocks fell the most, Didi fell by more than 43%, the largest drop on record, Fogcore Technology fell by more than 36%, Li Auto fell by more than 14%, Baidu and Xiaopeng Motors fell by more than 12%, and Pinduoduo fell by more than 10%. %, Weilai fell by more than 9%, JD.com and Vipshop fell by more than 8%, and Alibaba fell by more than 6%. Large technology stocks generally fell, Tesla fell more than 5%, and Nvidia, Apple, Microsoft, and Google fell more than 2%.

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At the morning meeting of brokerages today, Tianfeng Securities believes that it should continue to wait for transactions to shrink before the second rebound; Shanxi Securities said that market sentiment is expected to gradually recover, focusing on the “steady growth” sector Northeast Securities: Northeast Securities believes that it should pay attention to pharmaceuticals with higher prosperity , new energy, semiconductor, policy-oriented new and old infrastructure.

Tianfeng Securities: Continue to wait for the turnover to shrink before the second rebound

Tianfeng Securities believes that the current wind all-A average cost line is near 5500 points, the current profit-making effect is -5.05%, and the downward trend pattern still tends to continue. In the short term, pay close attention to changes in transactions. At present, transactions are still around one trillion yuan, but transactions have begun to decrease. In the coming week, the core risk lies in the content of the Fed’s meeting on interest rates. Various risk events have gradually landed, and it is expected that the wait-and-see mood will gradually increase. Uplift, the transaction is expected to shrink. Tianfeng Securities proposes to deploy in batches, and it is expected that the turnover will fall below 750 billion or usher in a second rebound. In terms of industry allocation, the comprehensive time window focuses on the allocation of new energy power systems, agriculture and tourism, and rare metals. The recommended position of absolute income products with wind all A as the main stock allocation is gradually increased to 40%.

Shanxi Securities: Market sentiment is expected to gradually recover, focusing on the “steady growth” sector

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Shanxi Securities said that at present, the A-share market has undergone relatively sufficient adjustments, and the allocation value of some sectors has begun to highlight. Under repeated stimulation, the marginal impact of external events such as the Russian-Ukrainian conflict and the Fed’s interest rate hike may have been relatively limited, while domestic In the near future, it is expected to further reduce the policy interest rate, and at the same time strengthen the guidance of industrial policies and implement “steady growth”. The domestic policy environment of continuation of loose currency and strengthened credit may become a “stimulant” for the recovery of A-share market sentiment, but in the context of multiple uncertainties and risks, the market may still be in a volatile structural pattern in the short term. The market is mainly based, and the current market main line is still unclear. It is recommended to focus on the following two points in the allocation: First, continue to focus on the “steady growth” industrial chain. The second is to intervene in a high-prosperity track supported by industrial logic in a timely manner in combination with changes in valuation.

Northeast Securities: Pay attention to medicines, new energy, semiconductors, and policy-oriented new and old infrastructure with high prosperity

Northeast Securities believes that at present, the oversold rebound may continue, and the oversold growth and old and new infrastructure may be strong. First of all, in terms of market trends, the decline in the growth rate of social financing and the domestic epidemic may limit the expectation of fundamental repair, but the repair trend will not reverse, and Russia and Ukraine may reach an agreement, the sign of the end of the rebound is not available. Secondly, in the direction of the industry, the oversold growth sectors such as medicine, new energy, and semiconductors with an upward trend in current prospects and reasonable valuations, as well as new and old infrastructure oriented by stabilizing growth policies, may be on the strong side.

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