Summary
[Stock market report]The three major A-share indexes rose collectively, led by the titanium dioxide and steel sectors. Non-ferrous metals, blade batteries, insurance, civil aviation airports, banks and other sectors also led the rise, with environmental protection engineering, automotive chips, and shipbuilding sectors leading the decline.
The three major A-share indexes rose collectively, led by the titanium dioxide and steel sectors.Non-ferrous metals, Blade battery,Insurance、Civil Aviation Airport、bankThe other sectors are also among the top gainers,Environmental Engineering, Car chips,ShipbuildingWaiting for the sector to lead the decline. As of press time,Shanghai IndexRose 1.33% to 3,555.28 points; Shenzhen Component Index rose 0.73% to 14,858.25 points;Growth Enterprise Market IndexIt rose 0.59% to 2,984.46 points.
Today’s news:
8、A-share “cash cows” emerge: 6 companies plan to pay cash dividends over 50% in 2020
Just likeCentaline SecuritiesAs mentioned, A shares on TuesdaymarketDrive high and go low, shockingly downward, institutional holdings and stocks take turns againKill, Triggering a rapid increase in market risk aversion, with someBargain huntingThe successive entry of funds helped the stock index to stabilize and rebound. The Shanghai Stock Exchange basically fluctuated around the 3500-point integer mark throughout the day.SuggestinvestmentInvestors have recently paid close attention to the emergence of institutional holdings and procyclical industry signals to stop the decline, and continue to pay attention to the investment opportunities of oversold rebounds in low-valued varieties.
Tianfeng SecuritiesAnalysis, the main reason for the adjustment of core assets is the long-term U.S. debtinterest rateThe upward pressure has caused the valuation of core assets to be under pressure. It is not a fundamental factor. The fundamentals of core assets are still strong.But U.S. debtinterest rateThe upward trend has not been reversed, Chinashort termSeeing that the valuation of the A-share market is still facing the challenge of shifting its center of gravity, the overall tone of the market isValuation adjustmentperiod. In the near term, we will focus on the upward direction of profitability and fundamentals. Pay attention to industries such as new energy, military industry, semiconductors, etc., with high policy expectations and good prosperity.
In terms of market outlook, GuoshengSecuritiesIt is pointed out that in the short term, the overall risk has not been fully released, and the current profit expectations should be lowered and the offense should be turned to defense.Operationally, temporarily avoiding high valuations, high expectations, and high growth stocks, facing the currentPerformanceThe dual pressure of the vacuum period and the tightening of liquidity is difficult to form a further impetus to catalyze the rise of stock prices.Pay attention to some small and medium-sized enterprises that have little growth, not enough attention, and large differences in expectationsMarket valuestockAnd defensive sectors that have been underestimated for a long time, such asbank,estate,InsuranceWaiting is a correct choice.
China Merchants SecuritiesSaid that the current domestic and foreign economies are still on the way of recovery, and the globalcurrencyThe policy has not yet seen a substantial contraction. After a short-term market adjustment, inflation has risen andcurrencyThe policy tightening expectations have been digested to a certain extent. At present, there is little room for the market to continue downward. For high-quality assets, the attractiveness will gradually increase after the short-term plunge. In the short term, we can continue to pay attention to the chemical industry,Non-ferrous metalsWait for the procyclical sector, and undervaluedInsurance、bank, Real estate, it is still recommended to focus in the medium termBig consumptionHigh-quality tracks such as, pharmaceuticals, technology (including high-end manufacturing), etc., will be a layout opportunity after the callback.
Shanxi SecuritiesIt is believed that the short-term index may continue to fluctuate sideways.In the medium term, we maintain the judgment that the index will continue to fluctuate in the box, andVolatilityThe hub will remain at a high level. Investors are not recommended to operate frequently and firmly pay attention to sectors with strong performance certainty.
In terms of operating strategy,Shanxi SecuritiesFurther mentioned, it is recommended to pay attention toPublic utilitiesFor the sector, firstly, the valuation of the sector is at a historically low level, and the recent market consensus expects a rise. In addition,Public utilitiesP/E ratioAnd one yearNational debtThe rate of return is positively correlated. Under a tightly balanced monetary policy environment, it is conducive to the rise of sector valuations. In addition, continue to pay attention to the photovoltaic sector. Under the background of strong medium and long-term growth of the sector and high institutional attention, it is a good time to intervene in the leading indicators of related sectors, and it is recommended to continue to pay attention.
In addition,Soochow SecuritiesSaid that this week is about to enter the two sessions, the market is expected to continue structural opportunities, especially to benefit from the two sessions and the 14th Five-Year PlanplanningFor example, the concept of carbon neutrality in the near future can still participate in the short-term, but the rhythm must be controlled. In addition, some leading technology companies have begun to highlight the price/performance ratio.
(Article Source:Oriental wealthResearch center)
(Editor in charge: DF078)
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