[stock market midday review] the sentiment of the two cities rebounded and the index rose 3.61%. The Tesla concept continued to be active.

SMM2 and 5: the two cities opened high, the index quickly strengthened after the opening, the index rose more than 4%, the Prev index rose more than 2%, near the end of the morning, the two markets began to fall back slightly, on the market, the plate stocks rose, only more than 200 stocks fell, the mood of the two markets improved significantly, the market money effect improved. By midday, the Shanghai index was up 1.63% at 2828.75 points, the Shenzhen Composite Index was up 2.93% at 10385.23 points, and the Chuang Index was up 3.61% at 1950.64 points.

Mobile review

Cloud office concept opened stronger, will be smooth communications, 263, 355 interconnection up the limit, to the far interconnection, Qixin Group opened significantly higher.

Tesla concept is active, Ortega, molding technology, Dawn shares, all win electronics, Anjie technology and other collective trading.

The mask plate pulled up and strengthened, Teda shares closed up, Zhende Medical rose more than 8%, Xinlong holding, re-promotion of technology, Yanjiang shares, Ogilvy Medical and so on.

Fluorine chemical plate strong, Yong Tai Technology, three love rich has risen by the limit, Longxing Chemical, Haohua Technology, Binhua shares, Zhongxin fluorinated materials and so on.

Aquaculture plate collective pull up, Minhe shares rose 6%, probiotics shares, new Wufeng, Tianshan biology, Sheng Nong development have increased.

Non-ferrous cobalt plate strengthened, Rongbai technology rose more than 15%, Dow technology rose by the limit, Greenmei, Dangsheng technology, Huamao shares rose.

Securities plate abnormal rise, Huachuang Yang an rose more than 6%, Guohai Securities, Western Securities followed the rise.

Securities plate pulled up, Huachuang Yang an rose more than 7%, Guohai Securities, Western Securities, Southwest Securities, Guosheng Financial Control and so on.

Online education plate strengthened, Huaping shares, Tianyu information, Kunlun Wanwei rose by the limit, Century Tianhong, Quantong Education and other stocks rose before the limit.

Internet celebrities economic plate change rose, Saturday impact rose, Liang technology, new culture, gravity media and so on to follow the rise.

Securities plate strengthened, Huachuang Yang an rose, Zhejiang Securities, founder Securities, Harbin shares rose sharply.

[3887 new confirmed cases nationwide]

According to the State Health and Health Commission, from 0 to 24:00 on February 4, 31 provinces (autonomous regions and municipalities directly under the Central Government) and the Xinjiang production and Construction Corps reported 3887 new confirmed cases. As of 24:00 on February 4, the State Health Commission has received a total of 24324 confirmed cases from 31 provinces (autonomous regions and municipalities directly under the Central Government) and the Xinjiang production and Construction Corps.

Wuhan virus Institute: Redexivir was declared to be a Chinese invention patent on January 21.

According to the official website of the Wuhan Institute of virus of the Chinese Academy of Sciences, for the drug Redexivir, which has not yet been listed in China and has intellectual property barriers, according to international practice and from the point of view of protecting national interests, we declared the patent for Chinese invention (anti-2019 new coronavirus) on January 21, and will enter the major countries in the world through PCT (Patent Cooperation Agreement). If the relevant foreign enterprises are willing to contribute to the prevention and control of the epidemic in our country, both of us agree not to require the implementation of the rights advocated by the patent for the time being if the country needs it. I hope to work with foreign pharmaceutical companies to make a modest contribution to the prevention and control of the epidemic.

[Caixin China's services PMI fell to 51.8 in January to a three-month low]

The Caixin China General Services Business activity Index (PMI), released on February 5, recorded a decline of 0.7 percentage points to 51.8 percent, the lowest since November 2019. Caixin China's comprehensive PMI recorded 51.9, down 0.7 percent, the lowest in four months. The trend of Caixin China's service industry PMI and comprehensive PMI is not completely consistent with that of the Bureau of Statistics PMI.

Institutional point of view

Zhongyuan Securities: trading volume between the two markets on Tuesday exceeded 900 billion yuan, over-the-counter funds da into the market to copy the bottom of the signs is very significant, technology stocks, new energy vehicles and other early strong varieties are still the main investment direction of all kinds of funds. It is expected that after the recent sharp volatility of the stock index, the future will gradually return to stability, waiting for external factors to become more clear, the market will choose the direction of operation again. It is suggested that investors continue to maintain a cautious and optimistic attitude, step by step increase positions on the low side, the trend of the medium-and long-term market is still worth looking forward to.

Northeast Securities: after the collapse, there are both strong Hengqiang logical science and technology stocks and anti-epidemic theme stocks, as well as stable growth periodic stocks to deal with excessive economic downturn in the future, as well as leisure stocks which are greatly affected by the epidemic. At present, it may also move in this order, that is, first rising strong stocks, then rising stable growth stocks, and then rotating to the consumer demand repair logic. Generally speaking, after the collapse, investors will be more impatient, short-term risk appetite will rise in an instant pulse, this desire to quickly earn back the early losses will strengthen the strength of the anti-epidemic and other theme stocks, just as the 2015 stock crash speculation "Wang's woman", the national team to increase the concept of stocks. Participate in it, enough is enough, waiting for the epidemic to improve.

Therefore, in the process of waiting for the inflection point of the epidemic, the market builds the bottom in the game between the impact of the epidemic on the economy and the increase of counter-cyclical policies. On the whole, maintain confidence and patience, short-term fluctuations and the late existence of the trend of bottom kneading, in the medium term is aimed at grasping the counter-cyclical advantage after the inflection point of the epidemic and the resonance opportunity after the overselling of short-term technology, that is, the rebound of B wave.

Bank of China International Securities: the biggest difference between this round of epidemic situation and the SARS period is that it is difficult to accurately predict the macroeconomic impact of the epidemic situation. It is suggested that the uncertainty of the cyclical industry should be avoided and banks and essential consumption should be used for defense in the short term. However, science and technology stocks are still the main line of the year, and they can still bargain in the process of adjustment.

The continued rise of stock prices in the Ningde era is of great significance to the combination of Tesla and Tesla.

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