[stock market close] A-share differentiation and operation Lithium, Cobalt and other resource stocks rose sharply

The index is widely divided, the gem index rose more than 2%, individual stocks fell, more than 3000 shares closed green, up more than 9% stocks more than 80, the market profit effect is general. On the plate, the internal differentiation of the Baotuan plate, the upstream lithium, cobalt and other resource stocks rose sharply, the photovoltaic plate showed strong performance in the fields of silicon material, silicon wafer and inverter, and the theme was also greatly differentiated. Novel coronavirus detection, e-cigarette, shipping and other plates pulled up, semiconductor chips, games, coal, securities and other plates weakened; On individual stocks, core stocks such as Haikang Weiwei, Ayre Ophthalmology and General Strategy Medical continued to reach new highs, while medium-high prices such as Xianghe Industrial and Nanguo Real Estate fell to the limit, resulting in a money-losing effect. On the disk, novel coronavirus testing, e-cigarettes, animal vaccines and other plates led the increase, property management, games, coal and other plates led the decline.

As of the close, the Prev index fell 0.40% to close at 3606 points; the Shenzhen Composite Index rose 0.70% to close at 15628 points; and the gem index rose 2.27% to close at 3358 points. The net outflow of Shanghai shares is 797 million, while that of Shenzhen stocks is 1.222 billion.

Caixin Securities pointed out that in the short term, it tends to think that the institutional huddling market is not over, but considering that the new funds are not enough to pry all institutional sectors, the funds may be further focused, and there may also be obvious divisions in the follow-up institutional huddling sector. Considering the growth and the stimulation of theme events, the market persistence of the non-ferrous / electric new / pharmaceutical sector may be longer than that of the home appliance / liquor plate, so it is recommended to pay attention to the high-quality leaders of the non-ferrous / electric new / pharmaceutical sector.

Aijian Securities mentioned that at present, the rising trend of the stock index as a whole has not changed, and the short-term stock index is more likely to correct the excessively high time-sharing index with the help of wide concussion, as the volume and price of the stock index have always deviated this week. Therefore, it is expected that the probability of wide volatility of the short-term stock index is higher, pay close attention to the trend of the gem index, and grasp the rhythm to control positions and select individual stock operations.

Shanxi Securities said that in the medium term, the current market is similar to the market after early July last year, the index has a shock upward trend after building a high platform. Although institutional investors in the A-share market are still clinging closely, the enthusiasm of incremental funds for the purchase of some hot targets will recover in the short term, and some transactional funds will once again push up the valuations of hot targets, and the relevant targets may look for support near the moving average in the short term. It is recommended that investors lengthen the investment cycle of the relevant targets and wait for the opportunity to intervene after a further rise in earnings expectations.

Tianfeng Securities pointed out that the spring restlessness may last until the end of February, with the early loosening of group stocks, the market has officially entered the second half. Funds are expected to flow from overvalued plates into electronic, computer, financial and other sectors with more early callbacks and more reasonable valuations. The market style of Baotuan leader is expected to switch, focusing on the small and medium-sized tickets with good performance and low valuation that were mistakenly killed in the early stage in the near future.