The three major A-share indexes all closed higher for the home furnishings sector, which led the decline in organosilicon throughout the day [stock market close]

In the afternoon high shock in the two cities, the Prev index rose to 1.4% at one point, and the Shanghai 50 index rose 2.68% at one point, then gradually fell back. Home improvement, Mini LED plate rose throughout the day, education plate pulled up sharply in the afternoon. Spirit, medical beauty and other large consumer sectors strengthened; the large financial plate represented by securities firms fell back after rising, and many stocks rose by the daily limit. Some new stocks are active, on the whole, the stock rose more than fell less, more than 2600 floating red, Shanghai and Shenzhen stock market turnover exceeded trillion yuan for the 35th trading day in a row. On the disk, kitchen and sanitary appliances, education, Mini LED, household light industry and other sectors rose in the forefront, while sodium ion batteries, silicone, glyphosate and UHV plates led the decline. By the close, the Prev index was up 0.98%, the Shenzhen Composite Index was up 1.23%, and the gem index was up 1.01%. Northbound funds bought more than 20 billion yuan net throughout the day, the seventh consecutive day of net buying.

For the future market trend, institutions have expressed their views.

Central Plains Securities pointed out that on Wednesday, the A-share market opened high and rose slightly, and the European and American markets rose overnight. China's foreign trade data in the first 11 months were outstanding, boosting investors' enthusiasm to do long. Driven by recent mainstream hot spots such as wine consumption, aerospace and military industry, energy metals and auto parts, the stock indexes of the two markets rose steadily, and the Prev once again broke through the 3600-point integer mark. The closing index hit a recent high. It is worth noting that the trading volume of the two cities on Wednesday was 1.1 trillion yuan, basically maintaining the recent average level, and the signs of over-the-counter funds entering the market are not very obvious. Whether the stock index can continue to rise in the future still needs strong policy and financial support.

Zhongyuan Securities said that the Prev is expected to rise slightly in the short term, and the gem is more likely to fluctuate in the short term. Investors are advised to pay close attention to investment opportunities in industries such as consumption, military auto parts and energy metals in the short term, and continue to pay attention to investment opportunities in undervalued blue chips in the middle line.

Guotai Junan believes that the information feedback of liquor continues to catalyze at the end of the year, and there are obvious marginal changes in the volume and price development of high-end Maowu in 2022, and the valuation level as a whole is at a reasonable level. Maotai acceleration, Wuliangye expectation and valuation low, old cellar high elasticity continuation, multiple factors catalysis, the current high-end liquor allocation value is outstanding, it is recommended to increase holdings: Guizhou Moutai, Wuliangye, Luzhou laojiao.

Shanxi Securities said that yesterday, food and beverage, electronics, national defense and military industry were among the top gainers, while building materials, architectural decoration and real estate were among the biggest decliners. Shanghai stocks bought 3.789 billion yuan, Shenzhen stocks bought 5.896 billion yuan, and northward funds bought 9.685 billion yuan again.

In addition, the targeted interest rate reduction policy of reducing the interest rate of supporting small and agricultural re-lending is different from the overall interest rate cut, with more emphasis on "precision and direct access" to help the real economy. At present, the loose tone of the policy is relatively clear, the first or second quarter of next year may be a better window period, A-share liquidity support is strong, the meso-level is likely to continue the previous structural adjustment ideas, it is suggested to continue to pay attention to the high-prosperity growth track configuration opportunities. At the same time, under the adjustment of counter-cyclical steady growth, the success rate of consumer and financial sectors is relatively high, so it is recommended to explore high-quality targets with more attractive valuations.