Today, the size index diverged, the Prev opened low and closed high up 0.59%, the gem index closed down 0.23%, individual stocks in the two cities rose or fell more, and the turnover exceeded 1.3 trillion yuan for the 28th trading day in a row. The industry chain of new energy vehicles and lithium electric stocks are active, while the relevant upstream sectors such as lithium ore, cobalt, electrolyte, phosphorus chemical industry and fluorine chemical industry are particularly strong, and the concept stocks of phosphorus chemical industry and fluorine chemical industry are leading the rise of the two cities. The daily limit of GE's shares led to the strengthening of the concept of virtual reality, the industrial machine was high throughout the day, Hengfeng tools closed 20cm trading, Qinghai Huading staged a 5-day 4-board, the recent rise in the internal differentiation of periodic stocks, oil and gas stocks rose, coal stocks, shipping stocks pullback, small metal concept stocks rose. On the disk, phosphorus chemical industry, fluorine chemical industry and industrial mother machine were among the top gainers, while general aviation, assisted reproduction and online travel were among the top declines. As of the close, the Prev index rose 0.59% to close at 3522 points; the Shenzhen Composite Index rose 0.15% to close at 14436 points; and the gem index fell 0.23% to close at 3257 points. Northbound funds bought 6.203 billion yuan net throughout the day, showing a net buying trend in five trading days this week, with a cumulative net purchase of nearly 18 billion yuan.
For the future market trend, institutions have expressed their views.
Zhongyuan Securities pointed out that on Thursday, when the A-share market rose and fell, affected by the shock and decline of Hong Kong's Hang Seng Index in early trading, the stock indexes of the two cities jumped short and opened low in early trading, and core assets such as wine, health care and consumption fell one after another, dragging down the stock index step by step, and cyclical industries such as coal, non-ferrous metals and iron and steel continued to exert themselves in intraday trading. Due to the poor performance of core assets and large financial sectors as a whole, which restricts the pace of the sustained rebound of the stock index, the Prev has encountered greater resistance near the 60-day moving average. It is expected that in the future emerging industries and cyclical industries and other related industries with relatively definite performance growth will continue to be sought after by over-the-counter funds. It is suggested that we should continue to pay attention to the changes in policy and capital.
Northeast Securities pointed out that observing the proportion of excess returns achieved by small giants in various industries, small giants in recent high-boom races, such as new energy, semiconductor electronics, national defense, and cycle-related industries, have basically achieved 100% excess returns. Therefore, the track level is mainly in the core areas of the manufacturing industry in the 14th five-year Plan, combined with the prospect and market attention, small giants involving carbon-neutral new energy, energy storage, self-controllable semiconductors, aviation development, new materials for national defense modernization, information, etc., can focus on.
Haitong Securities pointed out that stimulated by the news, sodium ion batteries rose yesterday and will differentiate today, pay attention to low suction; Ningde era semi-annual report performance is good, Hillhouse reduction, high opening low go, lithium electricity plate may be adjusted, after the adjustment, there is still an opportunity to focus on upstream lithium mining stocks. The recently active industrial mother machine plate has also rebounded sharply, leading to the emergence of 5 boards, whether the plate can become a new main line of the market, still need to be further observed. Military industry, securities, chip plate to rotate mainly, do not chase up to kill or fall, scattered positions, portfolio configuration, patient shareholding to do the band.
Looking forward to the future, the upward prosperity of the index will remain unchanged, and science and technology will still be the main line, but there will also be repeated adjustment pressure in the overall upward process of the index, so investors should not pay too much attention to short-term fluctuations, and the whole market will gradually shift from being frequently affected by accidental events to focusing on fundamentals, growth and deterministic performance. Investors are still advised to adhere to long-term investment and value investment, as well as the appropriate allocation of different styles of products.
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