The three major A-share indexes rose slightly. On the disk,Wine industry, Cultivated diamonds, CRO, radio and television, medical beauty, home appliances and other sectors have the largest gains. Fluorine chemical,rubber products, Geothermal energy, phosphorus chemical industry,AerospaceThe poor performance of other sectors led the market. As of press time,Shanghai IndexRose 0.29% to 3,543.46 points; Shenzhen Component Index rose 0.51% to 14,710.86 points;Growth Enterprise Market IndexIt rose 0.33% to 3413.26 points.
Today’s news:
1. The first video meeting between President Xi Jinping and U.S. President Biden
2. The new rules of the Beijing Stock Exchange have been adjusted. “Fighting hand speed” becomes “Fighting capital”. 80% of the subscriptions have won the lottery or become history.
3. Buffett’s position in the third quarter: market value increased only 0.1%. Clearance of Merck’s increase in Chevron
4. Let the water go! Japan suddenly zoomed in and threw 40 trillion yen to stimulate! What signal is the central bank also increasing?
5. Build an aircraft carrier brokerage! “Yi Ge” 28 billion rights issue was approved to focus on the development of these businesses, and 4 rights issue are on the way
6. “Public Offering One Brother” Zhang Kun appeared again! Bank stocks and mustard grass have been investigated by many public offering investment opportunities?
Just likeSoochow SecuritiesAs mentioned, on Monday, the Shanghai and Shenzhen stock markets surpassed and fell back, and continued to maintain a narrow range of shocks, and the money-making effect was still not obvious enough. In particular, the new energy sector with continuous high performance before has seen an overall decline, and investors should pay attention to it and pay attention to risks. At present, there is support under pressure on the index, and the probability of narrow fluctuations in the short-term range is relatively high. If the index continues to adjust, investors can appropriately cover the positions of the types of holdings in their hands.
in addition,Centaline SecuritiesSaid that the trading volume of the two cities continued to remain above 1 trillion yuan, the leading hot spots changed frequently, the market lacked money-making effects, and the characteristics of the stock game were more obvious. It is recommended to continue to pay attention to changes in policy and capital.
In terms of market outlook, the agency further analyzed,It is expected that the Shanghai Stock Index is more likely to consolidate in the short-term, and the ChiNext market is likely to fluctuate slightly in the short-term..Investors are advised to pay careful attention in the short-termPharmaceutical manufacturing、food and drink、software serviceAs well as investment opportunities in environmental protection and other industries, the midline continues to pay attention to investment opportunities in low-value blue chip stocks.
Guosheng Securities pointed out that it is currently inPerformanceDuring the empty window period, the next-new and themed market is relatively active. Structurally, the organization has disagreements on the room for the main track fundamentals to exceed expectations, leading to the continuous sideways adjustment of the high-prosperity track. The reason is that the increase is too large. The short-term track is too crowded.At the current time, in terms of position allocation, due to the economic downturn, investors’ risk appetite has decreased, and “low valuation” has become the most suitable sector for short-term layout., It is recommended to pay attention to the required consumer, dairy products and the whole vehicle, lithium battery, consumer electronics and other sectors where the upstream price increase is slowing down.
West China SecuritiesExpress,At present, A-shares are still in the stage of “the pressure of stable economic growth appears + counter-cyclical and cross-cyclical policies are waiting to be applied + corporate performance vacuum period”. Under the goal of stabilizing growth and stabilizing employment,Macro liquidity is expected to remain relatively abundant in the fourth quarter, helping the A-share “cross-year market” to unfold as scheduled. The launch of carbon emission reduction support tools and the establishment of the Beijing Stock Exchange represent that industry and financial policies are inclined to support “new energy, hard technology, innovative and specialized new small and medium-sized enterprises”. High-quality growth is an increase in foreign capital and institutional funds. The direction of distribution is also the main line of mid- to long-term configuration. Under the background of “carbon neutrality”, the new energy industry chain will be a sustained high-prosperity industry in the future. Lithium power, photovoltaic, energy storage, wind power and other sectors will continue to be active in the market outlook.
On the macro level,CICCIt is mentioned that in the future, policy expectations may still be a key factor affecting the market, and short-term steady growth may not be significant yet.There may still be twists and turns in the short-term path of the market, but there is no need to be overly pessimistic. Since the end of September, the policy has been gradually shifting to the direction of “stabilizing growth and protecting people’s livelihood”. After the increase in growth, the index may also perform. In terms of configuration, the direction of short-term stable growth may bring phased opportunities, and gradually focus on the expected improvement of mid- and downstream manufacturing and consumption brought about by the relief of upstream price pressures. In the medium term, the growth-oriented style may still be an important direction.
In terms of operational strategy, China Post Securities stated that, taking into account the recent performance, valuation and profitability of the industry, we are optimistic about the recent focus: low-valued sectors, lower risk appetite during market volatility, light industrial manufacturing and transportation, which are at historically low valuations. It has good defensive characteristics; the main line of new energy continues to be hot, and traditional production capacity is difficult to release due to environmental protection policies. It is optimistic about the upstream new energy such as wind power and photovoltaics. It is in line with the carbon neutral policy and future energy development direction. Midstream electrical equipment related industries , Downstream new energy vehicles can also continue to pay attention; technologytheme, Benefiting from the boost from the opening of the Beijing Stock Exchange on high-tech topics, the electronics and computer industries have rebounded continuously recently, and we can continue to pay attention in the short term.
Huaan Securitiesthink,The layout of the transitional period will become the main tone in the coming year. While maintaining a balance, the layout will gradually shift to growth.. In the fourth quarter, the left side grinds the bottom, and the transition to next year is superimposed, and it should once again be biased towards the growth track. On the one hand, the market fluctuated downward after mid-September, and the risk has been partially released; on the other hand,PPIHigh probability of peaking in the fourth quarter, yescurrencyPolicy suppression is limited, the current growth downward pressure and the requirements of inter-cyclical adjustments, there will be some support at the liquidity level.According to the three-stage performance of valuation→performance→valuation in the growth market, the next stage of growth market will move from performance support to the last stage of valuation.
Therefore, while maintaining a balanced configuration, the agency also pointed out that it will gradually shift to a strong growth track and continue to focus on the photovoltaic, wind power, energy storage, and new energy vehicle industry chain under the concept of green power; focus on structural opportunities in consumption , Agriculture, forestry, animal husbandry and fishery related to a low-inflation environment, cars that have rebounded from the bottom of the economy, and defensive properties and low valuationsBank,estate.
(Article Source:Oriental wealthResearch center)
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