概括
[SevenchartsadayoverviewofA-shares:thegeneralrisingmarketconcealedbytheindex!ForeigninvestorsarestillscavengingstocksCanthesesmall-capstockscontinuetorise?HaitongSecuritiesstatedthatinvestorscanpaycloseattentiontowhetherthemarketstylewillswitchIfthesmalltickethypecontinuestheneveryonecanpayattentiontotheopportunitiesbehindthesmallticketIntheshorttermaslongastherearenomajorfluctuationsintheperipheryOneofthemostimportantreasonsforthestyleswitchinhistoryisthatastrongerbasicpanelwasbornAtthemomentitispossibletofocusonindividualstocksandignoreindexesDuringthedeclineforeigninvestmentwasstillsweepinggoodsOntheotherhandyoucanalsofocusonwhetherthereisachanceofasustainedreboundinthedirectionofthesmallticketsthatwereoversoldinthepreviousperiod
Today (February 19) Shanghai and Shenzhen stock markets opened lower. There were signs of inertial upswing at the beginning of the market. Then they were quickly suppressed. The stock index fluctuated lower. After a round of bottoming, it rebounded under the active driving of financial weight and other sectors. .
As of the close of the Shanghai and Shenzhen stock markets throughout the day,Shanghai IndexRose 0.57% to close at 3,696.17 points;Shenzhen Component IndexIncreased 0.35% to close at 15823.11 points;Growth Enterprise Market IndexIt fell 1.04% to 3,285.53 points.
From a disk perspective, in addition to the poor performance of institutional stocks, the industry and concept sectors are almost red. This is a general upsurge that has been concealed by the index! Among the industry sectors,Agriculture, Animal Husbandry, Feeding and Fishing、Diversified finance、Culture MediaThe performance of other sectors was outstanding, and among the concept sectors, cloud gaming, second-child concept, genetic modification and other sectors showed higher gains.
In terms of funds, in the morning of February 19, the central bankannouncementSaid that after the Spring Festival, cash will be gradually returned to circulation, and on February 19, 2021, the peoplebankTointerest rateThe bidding method carried out a 20 billion yuan reverseRepurchaseOperation, maintenancebankThe liquidity of the system is reasonable and abundant.On that day, there were 100 billion central bank inverseRepurchaseUpon maturity, a net return of 80 billion yuan was realized.
Hot section:
Top ten industry sector gainers (click the picture to see details)
Top ten gainers in the concept sector (click the picture to see details)
Top ten decliners in the concept sector (click on the picture to see details)
Individual stock monitoring
Main forceNet inflowTop ten (click on the picture to see details)
Top ten main net outflows (click on the picture to see details)
Northbound funds
Northbound funds (click on the picture to see details)
Southbound funds
Southbound funds (click on the picture to see details)
News side
1. According to ethe companyAccording to news, on February 18, the Ministry of Agriculture and Rural Affairs issued the “Notice on Encouraging the Original Innovation of Agricultural Genetically Modified Organisms and Regulating the Transfer of Biological Materials.”The first article of the “Notice” clearly stated that it should encourage original innovation, support new genes, new traits, new technologies, newproductSuch as innovative agricultural genetically modified organisms research and development activities, the newly developed agricultural genetically modified organisms should have breakthroughs, innovations and progress compared with similar approved production and application safety certificates.
2. According to China News.com, the website of the National Health Commission of China recently published a reply to the National People’s Congress “Recommendations on Resolving Population Decline in the Northeast Region”, stating that the Northeast region can explore the full release of population restrictions based on local conditions.
3. According to the Chinese government website, “Medical SecurityfundThe Regulations on the Use of Supervision and Administration have beenmeetingAdopted and announced, and will come into force on May 1, 2021. The regulations state that if an insured person is suspected of defrauding medical security fund expenditures and refuses to cooperate with the investigation, the medical security administrative department may request the medical security agency to suspend the online medical expenses settlement. The medical expenses incurred during the suspension of online settlement shall be paid in full by the insured persons.
4. According toBrokerageChina reported that recently, Canadian asset management company Purpose Investments Inc. And Evolve Funds Group Inc. Has been approved by the Ontario Securities Commission (OSC) of Canada to issue bitcoin exchange-traded funds (ETF).If these two products are successfully issued, they will become the world’s first fund products for retail customers to invest in Bitcoin and will be launched in Canada.Toronto Stock Exchangetransaction. This is also the world’s first batch of Bitcoin funds for retail investors, setting a precedent in history.
Institutional perspective
Regarding the current market situation, Jufeng Investment Consulting analyzed that the post-holiday high group stocks callback led to the sluggish performance of the index; but the small and medium-sized stocks rose on a large scale, which can be called the general market rise covered by the index. On Friday morning, Baotuan stocks continued to fall. After 11 o’clock, the brewing sector stopped falling and recovered.Insurance, Coal, Nonferrous Metals, and the media continued to rise. The Shanghai Index turned red in the afternoon, and the market showed a general upswing pattern. Blue-cap stocks continue to rise, and the market style may change. In terms of operation, it is recommended to continue to focus on new energy vehicles,Non-ferrous metalsOther sectors; short-term focus on small and medium-sized market capitalization stocks with low price-earnings ratios.
Haitong SecuritiesSaid that investors can pay close attention to whether the market style will switch. If the small ticket hype continues, then everyone can pay attention to the opportunities behind the small ticket. In the short term, as long as there are no major fluctuations in the periphery.historyGo to meetingOne of the most important reasons for the style switch is that a stronger basic panel was born, and now it is possible to focus on individual stocks and ignore indexes. On the one hand, the Northbound Fund and the new foundation intervened again after the adjustment of the group stocks, and it can be seen that they are in the process of the crash. , Foreign investment is still sweeping goods. On the other hand, you can also focus on whether there is a chance of a sustained rebound in the direction of the small tickets that were oversold in the previous period.
Haitong SecuritiesFurther analysis, the market will still present a structured market, with limited upward space and limited downward adjustment range, the index will show a trend of interval fluctuations. Under the macro portfolio expectations of “economic stabilization and recovery, liquidity tightening from looseness”, on the one hand, market valuations are under pressure under the background of tightening liquidity; on the other hand, listed companiesPerformanceThere is still support for economic recovery.Under the structural market, pay attention to low valuations, pro-cyclical price increases and difficultiesReverseWait for the market.
In addition,Northeast SecuritiesIt was mentioned that the structural market characteristics of the market are obvious and the repair market of small and medium-cap stocks is expected to be oversold, and the market continues to focus on high-low rotation (high-value consumer technology and low-value financial cycles, high-position stocks and low-position outstanding Rotation between small and medium-cap stocks), market key transactions, economic recovery, especially the restoration of the epidemic-stricken industries, the bond marketinterest rateRise and bulkProductFinancial resource stock prices under rising prices and related security developments on the theme of the two sessions.
(Article Source:Oriental wealthResearch center)
(Editor in charge: DF150)
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