SMM1 month 10: the morning of the three major stock indexes opened higher after the shock weakened, have turned green one after another. On the disk, yesterday's strong software stocks are still strong, brokerage concept collective strength, Internet celebrity economic concept ushered in a sharp pullback. The frying board rate of individual stocks continues to rise, and the money-making effect is poor. Near the end of the morning, after showing a weak consolidation trend. On the disk, transgenic, Tesla and other early strong plate most of the pullback, semiconductor plate strong, brokerage stocks rushed back, liquor stocks are once again sought after by funds. The index continued to weaken in the afternoon, with the index down nearly 1 per cent. On the disk, the individual stock plate is strong, the liquor stock maintains the high position, the Tesla concept differentiation is serious. Overall, stocks fell less, capital wait-and-see mood is strong, fried board rate is still high, the two cities make money effect is poor. In late trading, the three major stock indexes rebounded, the Prev index and Shenzhen Composite Index turned red one after another, and the decline of the index narrowed. Semiconductor, photoresist and other technology stocks strengthened.
By the close, the Shanghai index closed at 3092.29 points, down 0.08 per cent, the Shenzhen Composite Index closed at 10879.84 points, down 0.17 per cent, and the index closed at 1904.19 points, down 0.47 per cent. Northbound capital inflow for the seventh consecutive trading day, today's net purchase of 2.958 billion yuan.
Plates and individual stocks
Dagang shares, Huiding Technology, Zhaoyi Innovation, Guoke Micro, Weier shares, Beijing Junzheng, Huatian Science and Technology and other stocks strengthened. Recently, the National Fund once again stepped in to invest in integrated circuit equipment enterprises. According to the National Enterprise Credit Information publicity system, the equity rights of Ruili Scientific Instruments changed on January 7, and three shareholders, namely, National Integrated Circuit Industry Investment Fund Co., Ltd., Shanghai Tongqi Investment Management Co., Ltd., and Haifeng Investment Co., Ltd., were added. At the same time, the registered capital was changed from 118 million yuan to 310 million yuan.
Net inflow of major funds into the top 10 today
Abnormal review
Securities stocks opened stronger, Yangtze River Securities rose 6%, Citic Construction Investment, Huatai Securities, Southwest Securities, founder Securities rose more than 2%.
WeChat Mini Program concept strengthened, Meida digital opening limit, card electronic punch board, Xin Yada, Boyan technology and so on rose more than 6%.
Internet celebrities economic plate diving, gravity media, Zhongguang Tianxuan fell 7%, Saturday, Xunxing shares, black sesame and so on fell 3%.
Index collective turn green, Internet celebrity economic plate diving, WeChat Mini Program, brokerage stocks narrowed, oil and gas, gold concept led the decline.
Transgenic plate fell sharply, Denghai seed industry fell more than 5%, Dabei Nong, Longping high technology, Fengle seed industry and so on.
Semiconductor and component plate pulled up, Dagang shares rose in early trading, Huiding technology, national technology, Huatian technology and so on.
Coal mining and processing plate change pull up, mountain coal international rapid rise, Panjiang shares, Yanzhou coal industry, Anyuan coal industry and other small increases.
The concept of liquor continued to rise, Jinhui wine rose more than 7%, Luzhou laojiao, golden seed wine, Shanxi Fenjiu, alcoholic wine rose more than 2%.
Liquor concept strengthened, Jinhui wine rose by the limit, golden seed wine rose more than 5%, alcoholic wine, Luzhou laojiao, Shanxi Fenjiu and so on.
Huawei Heath concept stocks rose, Chengmai Technology rose, Haoyun Technology, Huatian Technology, Feirongda slightly rose.
Semiconductor and component plate again strong, national science micro pull up limit, Huiding science and technology punch board, Kangqiang electronics, Zhaoyi innovation and so on up, Dagang shares previously sealed.
Cement plate continued to pull up in the afternoon, Bowen science and technology impact rose by the limit, Shangfeng cement, Hainan Ruize rose more than 3%, Qingsong Jianhua, Fujian cement rose.
Message surface
[the CPC Central Committee and the State Council hold the National Science and Technology Award Conference in Beijing]
On the morning of the 10th, the CPC Central Committee and the State Council held a national science and technology award conference in Beijing. Xi Jinping and other party and state leaders will attend the meeting. Huang Xuhua, academician of the Chinese Academy of Engineering, and Zeng Qingcun, academician of the Chinese Academy of Sciences, won the highest national science and technology award.
[multiple factors contributing to the rise of the RMB exchange rate at a new high in more than five months]
On the 9th, the offshore renminbi broke through 6.92 yuan against the dollar at one point, while the onshore renminbi also rose above 6.93 yuan against the dollar, reaching a new high of more than five months. Analysts pointed out that the recent RMB exchange settlement peak, risk appetite rebounded and other factors to boost the rise, there is a strong support, the probability of maintaining a two-way strong volatility trend in 2020.
[Ministry of Commerce: China and the United States will sign the first phase of the economic and trade agreement next week]
At a regular press conference this afternoon, Ministry of Commerce spokesman Gao revealed that at the invitation of the US side, Liu he, member of the political Bureau of the CPC Central Committee, vice premier of the State Council, and Chinese leader of the China-US Comprehensive Economic Dialogue, will lead a delegation to visit Washington from the 13th to 15th of this month. Sign the first phase of the economic and trade agreement with the United States.
[Ministry of Foreign Affairs: China and Japan will hold the 15th round of China-Japan Strategic Dialogue on January 14]
At a regular press conference today (10), Foreign Ministry spokesman Geng Shuang announced that Vice Foreign Minister Le Yucheng will hold the 15th round of China-Japan Strategic Dialogue in Xi'an on January 14 with Japanese Vice Minister for Foreign Affairs Akiba Gangnan. The two sides will have an in-depth exchange of views on bilateral relations and international and regional issues of common concern.
[Shanghai Stock Exchange: the number of regularly adjusted underlying stocks in the fourth quarter of 2019 is 800]
The adjustment of the scope of the financing bid stocks (hereinafter referred to as the underlying stocks) is based on the basic principle of giving priority to retaining the existing underlying stocks. For the A-shares listed in the Stock Exchange in accordance with the provisions of Article 24 of the detailed rules for implementation, the new underlying stocks shall be selected according to the weighted evaluation index from large to small, and the number of the underlying stocks after the adjustment shall be 800.
Institutional point of view
Tianfeng Securities said it was still more bullish on big finance in the first half of "spring restlessness". On the technology side, although there may be differences in the short term, it is still the "main battlefield" for excess returns throughout the year.
Soochow Securities: after the relaxation of the situation in the United States and Iraq, the market immediately recovered the lost ground of the Zhongyin adjustment, showing that the current market is extremely strong, and the re-sealing of the market popular stocks also reflects the long enthusiasm and high inflation of the disk. The current market volume can be very different from the first quarter of 2019, resulting in the current disk to form a volume price deviation structure, which may restrict the market rebound space, at the same time, the current volume can only support the structural market, it is difficult to rise at the beginning of last year. Pay attention to the balance of the market and the northbound capital trend, the short-term market may still be more volatile, keep up with the pace of the market rebound, cautiously chase up.
Northeast Securities: the middle line is optimistic and the short line needs to be prepared for danger in times of peace. First, on the whole, the market is in the spring market, the market enthusiasm is high; whether it is economic stabilization, counter-cyclical policies or trade agreements, encouraging savings funds to enter the market, the rising logic of A shares is still there. Second, although the medium-term bullish, but still tend to be prepared for danger in the short term, the corresponding operation can be in a more active position on the appropriate rolling operation, maintain the flexibility of the position, a sharp fall to increase the position, the rise is appropriate to reduce the position or similar Tilt 0 rolling. After all, Wednesday's one-day adjustment may not have fully unleashed the impact of technical overbuying, and it is appropriate to maintain awe of the Black Swan incident while looking at five consecutive Yueyang K lines and the sixth consecutive week of A shares.
Taking into account events such as the signing of the trade agreement next week, the market is still in an active stage; follow-up operations are still in progress in the spring but have to grasp the rhythm and rotation to deal with. Track the flow of leveraged funds and northward funds, at present, the two are the main incremental capital sources in the market, in the direction, based on the structural market as the tone, from the bottom up, based on the arrival of the annual report season, the layout of good performance, reasonable valuation of individual stocks and the traditional two sessions of the theme of speculation in advance layout, such as card neck industrial innovation, new infrastructure and so on.
Pacific Securities forecast, 2020 domestic monetary easing space opened, will be good banks, real estate and other index weight plate valuation repair, leading A-share Prev standing on 3200 points. Superimposed growth 5G industry chain performance accelerated growth, the formation of "Davis double-click", and then lead the Prev close to 3600 points.
At the financial level, New era Securities believes that the probability of incremental capital da in 2020 will appear, and not only the funds of overseas, insurance and other institutions, but also the entry of individual investors. Admission is mainly based on the judgment of three elements, that is, monetary policy will not be too tight, the stock market policy is very friendly, and the money-making effect has been improved for nearly a year. "it may not be as fast as it was in 2012-2015, but the direction is more certain," he said.
New Times Securities said that the current bottom-up development of the technology industry has a strong industrial logic, from the time dimension, the opportunity may be concentrated in the second half of 2020. Many technology industries have seen big gains in 2019, and the market continues to have to wait for performance or the emergence of incremental capital in the second half of 2020.
Societe Generale said it was bullish on big innovation, especially hard technology. In the medium term, the wave of localization substitution under the time window of 5G construction and application will promote the take-off of science and technology and innovation industries, and the performance of large innovation plate is expected to continue to release. In addition, it is also optimistic about the allocation value of high-dividend assets. Financial, real estate, transportation, power and other industry leaders as the representative of the high dividend target, is expected to get the continued favor of long-term funds.
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