概括
[Excellentearningeffect!WhiteHorsestockssoaredover500billionZhangKunresearchignitedthemedicalsectorAsharesJedicounterattack?】Cantoday’sbigYanglinechangethe“belief”ofstockholders?OnMarch26thethreeA-sharestockindexesreboundedcollectivelyandtheChiNextindexsurgedbymorethan3%Allkindsofstar”Mao”stockshavesoaredThe”carbonneutral”hotsectorcontinuestobehotwithhotspotssuchasmedicalservicesmajorinfrastructureandnon-ferrousmetalsTheshareofrisingstocksaccountedformorethan70%thatdayandthemarkethadaverygoodprofit-makingeffectwhichcouldnothelpcausingnetizensto”callthebulls”again
Can today’s big Yangxian change the “belief” of stockholders?
On March 26, the three A-share stock indexes rebounded collectively.Growth Enterprise Market IndexIt rose by more than 3%. All kinds of star “Mao” stocks have soared. The “carbon neutral” hot sector continues to be hot, with hot spots such as medical services, major infrastructure, and non-ferrous metals.
Stocks that rose on the day accounted for more than 70%,The market has an excellent effect on making money, and it can’t help causing netizens to “call the cow” again.
Image source: stock bar
The industry sector collectively rises, electrical equipment is the most eye-catching
On March 26, the three major A-share indexes rose collectively. According to the data, as of the close,The Shanghai Composite IndexIncreased 1.63% to 3,418.33 points;Shenzhen Component IndexIt rose 2.6% to 13,769.68 points; the ChiNext index rose 3.37% to 2745.4 points. The turnover of the two cities exceeded 740 billion yuan.
Northbound funds on the 26thNet inflow6.430 billion yuan. The total inflow of northbound funds this month was 28.649 billion yuan.
Chuancai Securities said that from the recent public economic data, it can be seen that the current domestic economy is generally good.currencyThe policy remains within the normal range, and the tools and means are sufficient,interest rateModerate level. In terms of foreign capital, the net inflow of northbound funds continues, and the Chinese market is still optimistic overall.
Today, there are 3165 gaining stocks, 834 falling, and 208 unchanged. The rising stocks accounted for more than 70%.
In terms of sectors, the 28 industry sectors of Shenwan First Grade rose across the board, of which the electrical equipment sector led the two cities, up 4.46%.
Leisure services rose 4.04%,Non-ferrous metals, Building materials, medical biology,food and drink, Automotive, electronics and other sectors all saw significant gains.
White horse stock counterattack Mao index rose more than 3.5%
Under the general market rise, Mao’s stocks performed more prominently. As of the close on the 26th, data showed that the Mao Index rose 3.55%, and the market value of the Mao Index component stocks increased by 504.2 billion yuan that day.
In terms of constituent stocks,Yiwei Lithium Energy、Oriental YuhongRose more than 8%,Ningde eraRose more than 7%,Luzhou Laojiao、Luxshare Precision、Pien Tze Huang、BYDRose more than 6%.
Among them, “Li Mao”Ningde eraToday’s market value reached 730.6 billion yuan, an increase of 51.4 billion yuan from yesterday.Kweichow MoutaiThe stock price returned to above 2,000 yuan and closed at 2013 yuan, an increase of 2.13%.
It is worth mentioning that on the 26th, the medical service industry index closed up 4.92%. In terms of constituent stocks,International Medicine、Meinian HealthDaily limit.
It is reported that inInternational MedicineLatest releaseResearchIn the event information, the name of Zhang Kun, the “Public Equity Brother” who is in charge of hundreds of billions of funds, is impressively listed. This is also the first time he has appeared on the list of listed companies this year.
Follow the annual reportPerformanceRelated varieties beyond expectations
Mid-line investment opportunities
For the market outlook,Centaline SecuritiesIt is believed that the future trends of first-line core assets and cyclical industries will determine the direction of the A-share index, and continue to pay attention to changes in policy and capital. It is recommended to actively pay attention to the mid-line investment opportunities of related products whose annual report performance exceeds expectations on bargaining.
Soochow SecuritiesSaid that the market will enter the annual report and quarterly report disclosure period,Performance may become the main driver of the market rebound.This year, we must pay special attention to the matching degree of performance growth and valuation, and cautiously chase the rise before the market effectively stabilizes.
In terms of sectors,Shanxi SecuritiesMeans,Textile and ApparelThe valuation of the sector is at a historically low level, and the impact of the H&M event may continue to ferment.In the short to medium term, we can continue to focus on listed companies in the sector that have the same positioning as H&M. In addition, in the medium term, it is recommended to pay attention to the leisure services and transportation sectors. As the epidemic subsides and the weather picks up, the superimposed small and long holidays will come one after another, and service industry consumption will continue to improve. The latest data shows that the economy continues to pick up,Industrial added valueCompared with the electricity consumption, it maintains a relatively high level. In the medium term,Public utilitiesThe positive factors related to the sector may continue. In addition, the current price-earnings ratio of the securities sector is at the lowest position in the past two years, and the sector index has retreated to the level before the rapid rise in July last year. We are optimistic about the chance of a rebound under the logical interpretation of the medium and long term. Finally, appropriate attention can still be paid to the medium and long-term thematic opportunities of “carbon neutrality” and “carbon peak”.
(Source: China Securities Journal)
(Editor in charge: DF142)
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