[stock market recovery] the Prev index rose as high as 3100 points, led by the Tesla concept.

SMM1, June 6: affected by the situation in the Middle East, the Shanghai and Shenzhen stock markets opened slightly lower. Subsequently, the three major indexes rose and turned red, among which the automobile and agricultural sectors actively led the gem to strengthen, and the index rose more than 1%. On the disk, the concept of conversion funds continued to strengthen, Tess concept rose sharply, gold, oil and gas plates continued to pull up. The market hot spot is obvious, the individual stock falls more rises less, the fried board rate moves slightly higher. Near the close of the morning, the high consolidation of the three major indexes, trading volume is also smoothly enlarged, individual stocks up and down less. On the disk, the subject matter concept continues to warm up, the Internet celebrity concept pulls up again. Eight months after the Prev returned to 3100 points, the gem index rose nearly 2 per cent. The index strengthened slightly in the afternoon, with the index rising more than 2 per cent at one point. The market is long mood is high, blow board a stock enterprise is stable, make money effect is going higher. Subsequently, the three major stock indexes quickly weakened in the afternoon after a small recovery, the Prev turned green, the index fell to 1%. On the market, individual stocks rose and fell less, the market frying rate began to rise, the number of falling families was less, Internet celebrities, Tesla concept and other high consolidation, gold stocks continued to pull up.

By the close of trading, the Prev index closed at 3083.41 points, down 0.01%, the Shenzhen Composite Index closed at 10698.27 points, up 0.39%, and the Chuang Index closed at 1859.82 points, up 1.30%. By the close of trading in Shanghai and Shenzhen, northward capital inflows totaled 4.355 billion. The specific capital flows are as follows: in terms of the capital flow of the Shanghai-Hong Kong Stock Connect, the net inflow of the Shanghai Stock Connect is 805 million, and the net inflow of the Hong Kong Stock Connect (Shanghai) is temporarily 1.178 billion. As for the capital flow of the Shenzhen-Hong Kong Stock Connect, the net inflow of the Shenzhen Stock Link was 3.55 billion, while that of the Hong Kong Stock Connect (Shenzhen) was 705 million for the time being.

Plates and individual stocks

Tiantong shares, Wencan shares, World Games Circuit, Sanhua Intelligent Control, Xusheng shares, Yamaton, Wynn shares, Lingyun shares, Jingshan Light Machinery, Tianqi Model, Huachanda and other strong performance. Tesla officially announced that the price of the domestic version of the Model 3 was cut, and after deducting the subsidy, the price of the basic version of the model was reduced from 355800 to 299000 yuan, less than 300000 yuan. In addition, Tesla delivered 112000 in the fourth quarter, with a market forecast of 104000 vehicles and a production of 104900 vehicles, with record deliveries and production in the fourth quarter. As a result, Tesla shares hit an all-time high of $454 on Friday, with a market capitalization of more than $80 billion, more than double that of Ford.

Net inflow of major funds into the top 10 today

Abnormal review

Genetically modified plate bidding is strong, Dabei Nong sealed more than 2 billion, Longping high-tech, Denghai seed industry, Tsuen silver high-tech opened.

Defense military industry plate opened stronger, space rainbow opening limit, Dawn Airlines rose 9%, triangular defense, stone aviation, Hongdu aviation rose.

Tesla concept stocks rose sharply, Kaizhong Precision, World Games Circuit, Wynn shares, Lingyun shares, Tianqi model, Changal shares and other collective trading limit.

Extractive services plate strengthened, China Man Oil, Bacon Energy rose by the limit, Tongyuan Oil, CNOOC Services, potential Hengxin, Hewlett-Packard and so on.

Gem, which refers to low opening and high walking, is now up more than 1%. Gold, oil clothing, auto parts and other plates led the increase.

Securities plate change pull up, Zhongyuan Securities rose more than 6%, Hua'an Securities, Jinlong shares, Guotai Junan, Everbright Securities and so on.

Non-ferrous cobalt plate strengthened, Tianqi shares rose by the limit, China Baoan, Hengli industry before the seal, cold sharp cobalt industry rose more than 5%, Dangsheng technology, Huayu cobalt industry, Greenmei, Dow technology and so on.

Artificial meat plate quickly strengthened, gold word ham rose by the limit, Fengle seed industry, Twin Tower Food rose more than 8%, to Yifu, Weiwei shares rose.

Internet celebrity economic concept continued to pull up, Yuan Longya Tula rose touch plate, Tianchuang fashion rose 6%, gravity media, sunrise Oriental, Zhongchang data before the seal.

Natural gas plate quickly pulled up, Chengdu gas straight up, Guizhou gas, Dongfang Huanyu, Chongqing gas, new natural gas rose.

Gold plate change pull up, Jinzhou Cihang rose, Ronghua industry, Shandong gold and so on to follow the rise.

Message surface

Tensions between the United States and Iraq continue to ferment! International gold prices push up Gulf stocks tumble]

Tensions between the United States and Iraq continued to simmer on January 6, with COMEX February gold futures rising more than 2%, the highest level since March 2013, while the United States and cloth oil rose, currently rising to 2.2% and 3%, respectively. On the news, according to CCTV news, Iran announced that it would suspend the implementation of the Iranian nuclear agreement and no longer limit the number of centrifuges.

[MSCI: foreign investors have increased their holdings of Chinese A shares by about US $157 billion in the past three years]

Wei Zhen, head of China Research at MSCI, said on the 6th that the inclusion of Chinese A shares in the MSCI emerging Markets Index has increased the participation of international institutional investors in China's domestic stock market. The total amount of A shares held by foreign investors has risen from $38 billion (0.67 per cent of the total market) in December 2016 to more than $1950 billion (3.03 per cent of the total market) in October 2019, Mr Wei said. That means foreign investors have increased their holdings of A shares by about $157 billion over the past three years.

[industry shock! The national standard of "artificial meat" will be issued]

At the exchange meeting of "Scientific interpretation of Food Safety and Health Hot spots in 2019" sponsored by the China Association of Food Science and Technology, Wang Shouwei, director of the China Meat Food Comprehensive Research Center, interpreted the hot word "artificial meat." he said that "artificial meat" is the iconic product of food in the future and has great commercial potential, and increasing investment in science and technology is an important direction for the future development of the industry. In addition, he also revealed that the "artificial plant meat" national standard is being formulated, the national standard is conducive to standardizing, cultivating the market, but also a major factor affecting capital investment.

[economic "stable" start at the beginning of the year: 800 billion yuan liquidity will be released as scheduled]

As soon as the beginning of the year, the policy of stabilizing the economy "gift package" fell to the ground one after another: on January 6, the deposit reserve ratio of financial institutions was lowered by 0.5 percentage points, and more than 800 billion yuan of liquidity began to be released; the first executive meeting of the State Council was held on January 3, and the first topic was to determine measures to promote the steady growth of the manufacturing industry and stabilize the basic market for economic development. On January 2, with the issuance of local bonds by Sichuan and Henan, the issuance of local bonds for the whole year began, and the progress was further ahead of that of the previous year. From January 1, more than 850 kinds of commodities reduced import tariffs and reduced some administrative fees and other new policies. (economic Information News)

[the National Information Center forecasts that the total retail sales of consumer goods will grow by about 8% in 2020]

On January 6, according to a report released by the forecasting Department of the National Information Center, China's economy continued to develop steadily and steadily in 2019. Domestic consumption has played a full role as an economic stabilizer. The contribution rate of final consumer expenditure to economic growth in the first three quarters was 60.5%, driving economic growth by 3.8 percentage points, which is still an important driving force of economic growth. Looking forward to 2020, China's economy as a whole will remain stable. Supported by favorable factors such as the overall stability of the employment and income situation, the deepening impact of Internet development, the gradual emergence of consumption policy effects, and the accelerated completion of consumption shortcuts, consumer demand has the conditions for maintaining steady growth. It is preliminarily estimated that the total retail sales of consumer goods will grow by about 8.0% in 2020.

Institutional point of view

Citic Securities said that the "well-off cow" rehearsal continued, before the Spring Festival A shares still have action energy, all kinds of funds under the rapid relay plate rotation speed. The performance enters the intensive disclosure period, the Middle East geographical risk deteriorates rapidly, the risk will weaken the action energy, the market trend overheating possibility is not big. Structurally, the growth plate is about to enter a strict performance test period, the logic of the cycle plate can not be falsified in the short term, and the value plate is favored by all kinds of funds. Taking into account valuation, risk and capital preferences, the final capital consensus and market style will fall on value. In terms of configuration, it is still recommended to adhere to the value as the main position, and the cycle still has an offensive effect in the short term.

Anxin Securities: the conflict between the United States and Iraq brings uncertainty, does not rule out "lard resonance"

As the current economic phase stabilizes, attention needs to be paid to some medium-term recovery opportunities in manufacturing, when focusing on chemical, mechanical and electrical equipment-related segments where revenues continue to improve and inventories are low. This week the central bank announced a cut to boost market confidence and pay attention to whether the pace of subsequent central bank operations is flexible. In the wake of important geopolitical events in the Middle East this week, the conflict between the United States and Iraq has brought new uncertainty, rising expectations of higher oil prices, and a short-term boost to chemical and commodity price expectations. Inflationary pressures brought about by "lard resonance" will not be ruled out in the future.

In addition, an important industrial event this week is the price reduction of domestic Tesla Model3, which Anxin Securities believes is a landmark event in the domestic new energy vehicle industry. There is a need to pay active attention to Tesla Industry chain's fundamental opportunities in 2020 and the next few years.

China and Thailand Securities: issue order qiang has been opened continuously, attach importance to the market in January

In 2020, China and Thailand Securities judged that the global macro-economy will still be in a downward cycle, and the business and trade agreement will help alleviate the downward pressure on China's and even the global economy, but will not change the downward trend; the Central Economic work Conference has made clear the importance of counter-cyclical adjustment. We believe that counter-cyclical regulation is in the economic downward trend, which is conducive to alleviating the downward speed, but will not reverse the economic downward trend.

In the short term, in January and the first quarter, at the beginning of the new year, the central bank made a good start to 2020, and overseas relations are expected to ease in January, further boosting market risk appetite. Qiang has been launched, suggesting that investors actively layout hard technology and new consumption. At the same time, in January, it was suggested that we should pay attention to the higher-than-expected plates and stocks, brokerages and some periodic products.

Yuekai Securities said that the market after a certain period of time to digest, homeopathy with the help of external factors disturbance, A shares short-term fluctuations are also reasonable. In addition, the Beijing-Shanghai high-speed railway 30 billion on Monday hit a new or psychological level of the market may cause disturbance. However, taking into account the stable growth policy to support the bottom + fundamentals to improve expectations, still optimistic about the performance of the A-share market in the medium to long term.

China Merchants Securities: low interest rates will appear in 2020, residents will have a shortage of medium and high yield assets

2016-2019 belongs to the general pattern of gradual departure of resident funds, reduction of important shareholders, large inflow of foreign capital, stock funds and incremental foreign capital. As a result, the market style is gradually reflected in the dominance of the leader, in 2019 deduction to the extreme. However, from the fourth quarter of 2019, resident funds began to gradually accelerate into the market, and the direct and indirect entry of resident funds into the market will become a new incremental capital in the next two years, which will gradually change the market style. Under this environment, low market value, low valuation, low stock price and three low styles have become an important basis for choosing industries and individual stocks. From this logic, we continue to be optimistic about the comprehensive judgment that "science and technology spreads to a small extent, underestimates the value gradually, and securities firms continue to dominate" throughout the year.

In 2020, interest rates will be low, and residents will have a shortage of medium-and high-yield assets: as monetary policy is further relaxed, the space for the current downward cycle of interest rates will be opened and the rate of exchange will be broken at the same time. Trust, bond products, bank financial management and monetary fund yields will continue to decline, and the policy of housing and housing will restrict the rate of return on investment of real estate in first-tier cities for a long time. Assets that can provide an annualised return of more than 10 per cent over the next five years are likely to be equity products, and residents can invest in high-yielding assets to usher in a "asset shortage".

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