巨峰投资顾问：华为的“汽车制造”动摇了A股市场的赚钱能力，这说明市场即将到来吗？ _东方财富网

概括

[JufengInvestmentAdviser:Huawei’s”car-making”shakestheA-sharemoney-makingeffectshowingthatthemarketiscoming?】View:ThesignalsofstagflationandoverheatinghavebeguntobegraduallyreleasedAlthoughtheeconomicrecoveryisstillacceleratingtheeconomicrecoveryhasenteredthelatestageAstheeconomicrecoveryentersthelatestageandtheliquiditymargintightensthenextsubstantialtighteningwillalsobeItwillbeatrendwhichisnotgoodnewsforthestockmarket

Opinion: The signs of stagflation and overheating have begun to be gradually released. Although the economic recovery is still accelerating, the economic recovery has entered the later stage. As the economic recovery enters the latter stage and the liquidity margin tightens, the next substantial tightening will also occur. It is a trend, which is not good news for the stock market. And after the decline since mid-February, the bull market pattern is also expected to undergo major changes. The bull market is still not over, but it has entered the late stage of the bull market, and the overall opportunity is not obvious. Pay attention to the local sectors and the local bull market. opportunity.

Today, the three major A-share indexes rose collectively.Growth Enterprise Market IndexThe increase was more than 4%. On the disk, the unmanned driving sector set off a rising tide. 3D cameras, solid-state batteries, helium concept, security, fluorine chemical and other sectors also ranked first.

Watched throughout the day, the car sector detonated the audience. Huawei’s “first car” is here, auto stocks have skyrocketed, the A-share market has soared, and the ChiNext market has surged by 4%!BAIC Blue Valley、Changan Automobile、Dongfeng Motor、Ankai BusWait for the daily limit. And all the industry chain stocks also have different levels of performance.In addition, financial stocks started, cyclical stocks started, includingfundThe holding target also ushered in a big rise, which is a rare general rise since the mid-term adjustment of the market.

In fact, as the market rises today, the market’s profit-making effect has gradually begun to appear.We see that the net profit in the first quarter increased by more than 1,000 times year-on-yearThermal Scene BiologyToday, the daily limit is again at 144.41 yuan, and the stock price has reached a record high. At the same time, the 12-day increase has exceeded 230%. The sci-tech innovation board also ushered in an explosion, and the effect of making money at the limit of multiple stocks began to manifest. Of course, there are still many targets. Since the index has repeatedly bottomed out recently, it has actually stabilized and rebounded before the index, and even ushered in a trend rebound. This is actually one of the signs that the index may be adjusted to end.

When it comes to the end of market adjustment, we actually don’t look at the performance of foreign capital.Today’s intraday northbound fundsNet inflowIt has exceeded 15 billion yuan. Last week, when the index was adjusted, foreign capital increased its position against the trend. The signal here has gradually become clear. In addition, after experiencing repeated bottoming and shrinking trading volume, today’s market turnover slightly released. Although there is no obvious increase in volume, signs are gradually appearing.

Therefore, the mid-level adjustment that has been continuously prompted since last week is gradually being reflected here, and with the rebound of market sentiment and the emergence of money-making effects, it may also attract more wait-and-see funds to enter, further boosting the strength and height of the market’s rebound. .

Generally speaking, it is still in the process of the bull market since 2019, but the bull market will gradually enter the latter half. After the adjustment since the spring, the market is gradually showing a positive trend. At present, we can gradually carry out low purchases and increase positions to obtain possible rebounds and opportunities in the second half of the bull market.

In terms of opportunities, short-term stocks can also play games. Individual stocks can pay attention to several main lines: 1. Oversold+PerformanceSupporting variety. For example, products that have oversold by about 50% but have performance will start at any time as the market risk appetite rebounds; 2. Blue chip stocks with low valuations. Low-valued varieties still have advantages as a whole, and they continue to benefit from economic recovery, and their performance is guaranteed. They are favored by stable funds; 3. High growth, especially the white horse stocks whose future earnings are expected to continue to grow by more than 20%.

In the medium term, the pattern of the bull market has not changed, but the bull market has entered the middle and late stages. Focus on the core leading products in finance and consumption: 1. Financial stocks, which focus on trackingbank.Late recoverybankImproved performance and improved asset quality, coupled with tightening of liquidity, has led to the shifting of funds to low-valued depressions to hedge, so relatively low-valued financial sectors may attract more institutional funds; 2. Part-cycle price-increasing stocks, such as Chemicals, non-ferrous metals, etc.Because the economic recovery is not over yet, cyclical stocks still have a chance of relative gains. However, it is not appropriate to participate in heavy warehouses at this time.themeThe boost; 3. The core leading variety in consumption. The bull market is not over, the valuation will not go to the end, and consumer stocks have relatively high cost performance and strong capital carrying capacity. It is also one of the best choices for passive fund allocation.

(Source: Jufeng Finance)

(Editor in charge: DF515)