[stock market midday review] the two markets rebounded and the Prev index rose 0.21%. Tesla concept strengthened in intraday trading.

SMM news: the two cities opened low, after the opening of the three major indexes quickly pulled up, the index rose more than 3.8%, the Shenzhen Composite Index rose more than 2%, on the market, telecommuting, online education led the rise. Near the end of the market, the index fell back slightly, on the whole, the market was significantly better than yesterday, the trading volume of the two cities increased significantly, but the money-making effect was general, and individual stocks generally fell. By midday, the Prev closed at 2752.44 points, up 0.21 per cent, the Shenzhen Composite Index closed at 9949.95 points, up 1.74 per cent, and the index closed at 1862.00 points, up 3.69 per cent.

Abnormal review

The concept of cloud office is high, the third and fifth interconnection rises by the limit, the smooth communication rises 8%, Suzhou Koda, 263 follow the rise.

Bank stocks were active, Ningbo Bank rose 3%, Wuxi Bank, Changshu Bank, Jiangyin Bank rose slightly.

Mask concept fast dive, Jett biological down more than 15%, Yangpu medical, Haiwang biological open limit, Renhe pharmaceutical industry, Jiangnan high fiber turn green.

Tesla plate pull strong, Ortega, Xiuqiang shares, Changchun Jingkai, Anjie technology, Xusheng technology and other stocks rose by the limit.

Division board stock rose, Fangfang technology rose 72%, Weisheng information rose 39%, excellent engraved, core source micro rose more than 15%.

The gem index expanded to 3 per cent, the Shenzhen Composite index rose nearly 2 per cent and the Shanghai Composite index rose about 0.75 per cent.

Semiconductor and component plate pull up, northern Huachuang touch plate, Anji science and technology, Lanqi technology, world games circuit, Jingfeng Mingyuan and so on.

Internet celebrity economic plate rebounded, for a long time its software, Saturday rose by the limit, Kunlun World wide touchpad, 263, gravity media rose.

Influenza plate pulled up, Lu anti-medicine, Haiwang biology rose by the limit, the people Tongtai, Da'an Gene, Xilong science rose.

Message surface

[a total of 20438 new confirmed cases of coronavirus have been reported nationwide.]

From 0 to 24:00 on February 3, 31 provinces (autonomous regions, municipalities directly under the Central Government) and Xinjiang production and Construction Corps reported 3235 new confirmed cases (2345 cases in Hubei Province), 492 new severe cases (442 cases in Hubei Province), 64 new deaths (64 cases in Hubei Province), 157 new cured cases (101 cases in Hubei Province) and 5072 new suspected cases (3182 cases in Hubei Province). (national Health Commission)

[the central bank launched a net investment of 400 billion yuan in the reverse repurchase operation of 500 billion yuan today]

The people's Bank of China will conduct a seven-day reverse repurchase operation of 380 billion yuan and a 14-day reverse repurchase operation of 120 billion yuan on the open market today. The people's Bank of China launched a reverse repurchase operation of 500 billion yuan today as the reverse repurchase of 100 billion yuan expired today, with a net investment of 400 billion yuan on that day.

[Wuhan Huoshen Mountain Hospital treated the first batch of patients with new coronavirus infection]

At about 9: 00 today, Wuhan Huoshen Mountain Hospital treated the first batch of patients with new coronavirus infection. (CCTV News)

Institutional point of view

Citic Securities said that the negative sentiment accumulated during the long holiday period concentrated catharsis, inducing A-share market overshoot; and in the context of Lianghong and equity pledge risk can be controlled, the risk of market entry forced to sell negative feedback is very small. The negative impact affects the rhythm of the market, but does not change the trend and structure of "well-off cattle" in the middle of A-shares. Positive factors gradually appear, and the bottom of the "golden pit" has emerged and can be actively configured.

Looking ahead, Everbright Securities said that under the current situation, there will inevitably be some disturbances in the short-term market. But if you focus on a long-term goal of more than a year, the impact on the market is negligible, and short-term disturbances are a rare opportunity for long-term funds to buy undervalued stocks. Configuration, appropriate allocation of medicine, temporarily avoid retail tourism delivery, online consumption is worthy of attention.

Dongguan Securities said that the impact of the epidemic on the market is inevitable, but the overall impact is on the short term. In the medium term, the current valuation of A shares is still attractive, and the pace of internationalization of A shares and the trend of foreign capital flowing into A shares remain unchanged. With the release of selling pressure, increased liquidity support from management, and the gradual stabilization of subsequent outbreaks, I believe that the market has the opportunity to stabilize and repair opportunities. The market is expected to show an overall volatile pattern in February.