SMM10 17: early trading three major stock index high, Guangdong, Hong Kong and Macao and other early hot concepts of early correction, fuel cell, natural gas, e-sports and other plates have pulled up, the subject matter concept performance significantly improved, the index shock upward. Overall, market sentiment has picked up compared with yesterday, individual stocks rose and fell less. Near the close of the morning, the three major indexes showed a contraction amplitude shock pattern, the second child concept once pulled up, the pork plate strengthened again. In the afternoon, the index of the two cities continued the horizontal arrangement pattern. Digital currency, e-sports, smart city and other topics concept list is still strong, aviation stocks gradually strengthened, weight plate performance is low. In late trading, the two cities slightly warmed up and weakened again. The positive performance of Guangdong, Hong Kong and Macao and the unmanned board once brought an upward channel to the index, but the overall market transaction performance was relatively flagging and the wait-and-see mood was stronger.
By the close, the Prev index closed at 2977.33 points, down 0.05 per cent, the Shenzhen Composite Index closed at 9645.39 points, up 0.03 per cent, and the Chuang Index closed at 1658.26 points, up 0.11 per cent. The figures show a total net inflow of $1.739 billion to the north. Of this total, Shanghai shares had a net inflow of 202 million yuan, while Shenzhen shares had a net inflow of 1.537 billion yuan. Statistics found that northward capital inflow for 6 consecutive days, a total of 14.384 billion yuan. Since the beginning of this year, the cumulative net inflow of northward funds has reached 200.499 billion yuan.
Plates and individual stocks
Recently, there are a lot of news about the research and development of digital currency at home and abroad, and cryptocurrency technology has been applied internationally under the background of strict supervision. Coupled with the continuous launch of the blockchain financial platform with a banking system, the application of related technologies is heating up rapidly. Wisdom shares, Julong shares, Hengbao shares, Lanco Technology, Guangdong Junya and other stocks rose and so on.
Plate capital flow
The main net inflow into the top five sectors of the industry: electronic manufacturing, medical device services, airport shipping, papermaking, agricultural products processing
Main net inflow into the top five concept plates: smart speakers, Taiwan concept stocks, Consumer Electronics, Chinese prefix stocks, Apple Concepts
The main net inflow into the top 10 stocks: Lixun Precision, China Ping an, Mirui Medical, Goer shares, Vanke A, Twin Towers Food, Xinwei Communications, Industrial Union, Great Wall of China, focus Media
Fuel cell plate quickly pulled up, Hou Pu shares straight line seal board, Jinhong Holdings, CLP Xingfa, Furet suit and so on.
The concept of cultural media strengthened, Berry spread straight up the limit, Agnes earlier sealed the board, wisdom shares, Jinke culture and so on.
Intelligent medical concept is active, Yanhua intelligent pull up the cover board, Wanma science and technology, digital government, Wanda information and so on.
Digital China plate strengthened, Hengfeng information rose by the limit, Booz Software, Yi Hualu, Taiji shares all pulled up
Digital currency plate strengthened, wisdom shares rose by the limit, Julong shares rose more than 8%, Hengbao shares, Ranko Technology, Meisheng Culture and so on rose.
Pork plate quickly pulled up, Dakang agriculture straight line pulled up close to the limit, Zhenjing shares, Shuanghui development, Hefeng animal husbandry, Tianbang shares and other collective strength
The concept of second child rose, Bangbao Yizhi rose by the limit, Meisheng culture, Beinmei, blond rabbi and so on.
Intelligent government concept pulled up, Infei straight line seal board, Beijing blue science and technology, Hua ping shares, Nanwei software, etc.
Guangdong, Hong Kong and Macao concept stocks rose, Henderson Daxin pulled up the touchpad, Yuetai shares, sodium shares, Hongchuan wisdom and so on.
Non-ferrous smelting processing is active, Mingtai aluminum rose more than 6%, starfish shares, Yunnan copper, Tongling non-ferrous and so on have strengthened
Tesla concept rose sharply, Tianqi model once rose more than 6%, Topp Group, Baolong Technology, Weitang Industry and so on.
[central bank: central bank bill swap (CBS) operation will be launched on the 17th]
In order to improve the market liquidity of bank sustainable bonds and support banks to issue sustainable bonds to replenish capital, the people's Bank of China will launch the fifth central bank bill swap (CBS) operation in 2019 on Thursday, October 17, 2019. The current period operation volume is 6 billion yuan, the term is 3 months, carries on the fixed rate quantity tender to the open market business primary dealer, the rate is 0.10%, the first settlement date is October 17, 2019, the expiration date is January 17, 2020 (deferred in the event of holidays).
[Ministry of Agriculture and villages: in the short term, pork market supply is still tight and fruit prices are expected to be lower than in the same period last year before the end of the year]
Ministry of Agriculture and Countryside: it is expected that in the fourth quarter, the decline in pig production capacity in China will be improved, but in the short term, the pork market supply is still tight, and pork prices are expected to maintain a high trend before the Spring Festival. However, with the gradual increase in the supply of stock frozen meat, poultry and other animal products, the supply of animal products is generally guaranteed. Tang Ke, director of the Department of Marketing and Informatization of the Ministry of Agriculture and villages, said in an interview with reporters that this year's fruit prices are "high before and low after", showing such an obvious feature. In the first half of the year, due to the influence of the cold spring in the main producing areas, the production of apples and pears decreased more, so the supply of fruit market was tight and the price continued to rise, which aroused widespread concern in the society.
[White Paper on Cloud Computing Development: a consensus on Building Cloud Ecology with a scale of 129 billion this year]
On the afternoon of October 17, the Development Research Center of the State Council recently issued a white paper on the development of China's cloud computing industry. According to the White Paper, the scale of China's cloud computing industry will reach 96.28 billion yuan in 2018, an increase of 39.2 percent over 2017. The industrial scale is expected to exceed 100 billion yuan in 2019, reaching 129.07 billion yuan, and will exceed 200 billion yuan by 2021. The White Paper points out that cloud computing provides the core infrastructure for the digital economy and is of great strategic significance in the global wave of digital and intelligent industrial change.
Institutional point of view
Shanxi Securities said that looking forward to the future, the index to maintain the concussion trend of the probability is higher. In the follow-up, if the performance of the hot stocks in the early stage is significantly lower than expected, the market style will shift from offensive to defensive, swapping stocks for stocks in the case of index or wide volatility. At the same time, the technology and consumer sectors still have opportunities, but need to select stocks rather than plate rally, benchmark stocks down because the valuation is too high rather than poor performance, the valuation of reasonable stocks still have investment value. Plate, cement, electricity and other defensive plates can continue to pay attention to.
Zhongyuan Securities: after the Prev index rose 3026 points on the 10th and 14th, it shrank for two days in a row. The funds that followed the trend were obviously insufficient, and the market as a whole was still more cautious. The recent release of macroeconomic data for September shows that the downward pressure on the domestic economy is still not small, and regulators are expected to continue to step out of Taiwan in the future to boost the economy. Investors still need to pay close attention to the three quarterly reports of listed companies in the future. It is expected that the Prev short-term continues to fluctuate around 3000 points is likely to be larger, gem short-term around 1650 points around the possibility of a small collation. We recommend that investors wait and see for the short term, while the middle line proposes to continue to pay attention to investment opportunities for some undervalued blue chips.
Huafu Securities: on Wednesday, the stock index opened slightly high and then rushed back down and down. From the perspective of the disk, the concept plate, which is mainly based on environmental protection, real estate and biomedicine, led the two cities, while the rest of the plate fell more or less, trading volume shrank, and market sentiment was relatively depressed. From the technical analysis, the stock index to fill the gap below, continue to release risk time-sharing indicators, due to short-term adjustment is more adequate, the overall downside space is limited, predict that the short-term is expected to stabilize, it is suggested that the overall control of the warehouse, the appropriate position can be low absorption layout. The third quarter report continues to disclose, ask investors to be cautious in the hands of individual stocks, to avoid pre-loss, pre-reduction of individual stocks. In short, adhere to the principle of matching performance and valuation, looking for market certainty opportunities.
Guojin Securities said that A shares will be dominated by stock structural quotes this month, in this context, the market style complete switching conditions do not have, but the previous high rise in the fine molecular industry or now divided, focusing on some of the high performance and low valuation blue chip plate.
Galaxy Securities: at present, it is necessary to continue to maintain the macro policy of counter-cyclical regulation enough to consolidate the logic of maintaining the economic operation of the policy base, and to protect the logic of stable demand, so as to help the short cycle of economic operation stabilize or even recover. In the process of economic restructuring, China will continue to face the structural contradiction of weakening the old domestic demand engine and the new economic engine is still difficult to independently support the realization of medium-and high-speed economic growth. Under this background, the objective reality of the superimposed reform still needs to be deepened, resulting in the low efficiency of resource allocation, and the economic growth rate will still face downward pressure in the medium term. In general, counter-cyclical macro policy needs to focus more on combating real deflationary pressures than on formal inflation. But formal inflation does impose short-term constraints and disturbances on the strength and pace of macroeconomic policy implementation. Minsheng Securities:
Investors believe that the current valuation level of A shares is low, valuation bottom and performance bottom have solid support, continue to be optimistic about the A share gold nine market. The plate believes that the future market will still be driven by consumer blue chip + technology two main lines, the overall growth of science and technology, large consumption of blue chip, pay attention to grasp the automobile, medicine, 5G, chip, military and other investment opportunities, can timely low absorption layout. In terms of industries and individual stocks, it is suggested that we should pay attention to the industries and individual stocks whose fundamental trends are good and the performance of the medium report is expected to be better.
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