[stock market midday review] three major indexes weak adjustment Prev index rose 0.06% Internet celebrity economic plate strengthened

SMM3 month 4: three major indexes opened lower in early trading, after the opening, the index shock pulled up, the three major indexes successively turned red, the Internet celebrity economic plate changed and pulled up, the index shock rose again after the rise and fall, near the end of the morning, the index maintained a concussive situation, on the whole, the two stock ups and downs, the money-making effect is general. By the end of the morning, the Shanghai index was up 0.06% at 2994.80 points, the Shenzhen Composite Index at 11428.65 points, down 0.48%, and the Chuang Index at 2158.91 points, down 0.66%.

Abnormal review

Gold concept opened actively, saddle heavy shares rose by the limit, Yintai gold, Ronghua industry, Chifeng gold and so on.

Dye plate pulled up, Jihua Group rose more than 7%, leap earth shares, Jianxin shares, Zhejiang Longsheng, Anoqi and other collective rise.

Semiconductor and component plate weakened, copper peak electronics fell 7%, Zhaoyi innovation, crystal square technology, Jie micro electric fell more than 5%.

Cement plate change pull up, Ningbo Fidelity rose by the limit, Jinyuan shares, Huaxin cement, Yatai Group rose slightly.

Securities plate continued to pull up, Northeast Securities rose 5%, Nanjing Securities, Guoyuan Securities, founder Securities, Hongta Securities and so on.

Dye plate continued to strengthen, Jihua Group, Jianxin shares, Jinji shares rose one after another, leap earth shares, Zhejiang Longsheng, Yayun shares rose 7%.

Internet celebrity economic plate strong, new culture, Saturday, Guangzhou natural selection has risen by the limit, Liang technology, Yuanlong Yattle, gravity media, sunrise east and so on.

Securities plate continued to strengthen, Nanjing Securities rose 8%, Northeast Securities, Hongta Securities, Guoyuan Securities, Hua'an Securities and so on.

Port shipping plate change pull up, Jinzhou port rose more than 8%, Nanjing port, Chongqing port nine, investment ships, COSCO sea control and so on.

Real estate development plate strong, Tianfang development, Lu Shang development, Zhongjiao real estate and other collective seal board, Jinke shares, Jindi Group and so on.

Message surface

[Powell: the interest rate cut is to help the U. S. economy stay strong in the midst of a crisis]

The Fed cut its benchmark interest rate by 50 basis points because of the changing risk posed by the virus. Powell said the interest rate cut was designed to help the U. S. economy remain strong during the crisis, with steady job growth and rising wages. At the last meeting, the growth outlook remained good. The outbreak of the new crown virus has disrupted the economies of many countries. The Federal Open Market Committee (FOMC) (FOMC) judged that risk had substantially changed the outlook.

[a total of 49856 new confirmed cases of coronavirus have been cured and discharged from hospital]

According to a report from the National Health and Health Commission on March 4, from 0 to 24:00 on March 3, 31 provinces (autonomous regions, municipalities directly under the Central Government) and the Xinjiang production and Construction Corps reported 119 new confirmed cases of coronavirus, 38 new deaths (37 in Hubei and 1 in Inner Mongolia) and 143 new suspected cases.

[state Integrated Circuit Industry Investment Fund again 240 million to invest in Guangzhou Xinke Semiconductor Company]

Tianyan check data show that recently, the National Integrated Circuit Industry Investment Fund Co., Ltd. newly invested 240 million yuan, holding 24% of the shares, and participated in the establishment of Guangzhou Xinke Semiconductor Co., Ltd. Guangzhou Xingke Semiconductor Co., Ltd. was established on February 24, 2020, the scope of business includes integrated circuit packaging product design, integrated circuit packaging product manufacturing, electronic components and components manufacturing. Tianyan check shareholder information shows that the company's largest shareholder is the A-share listed company Xingsen Technology operator Xingsen Express Circuit, holding 41% of the shares.

Institutional point of view

Guosheng Securities said that trading volume in Shanghai and Shenzhen has broken through trillion for 10 consecutive trading days, and generally speaking, the market still has an upward foundation and driving force, whether it is the current dominant infrastructure (new infrastructure + old infrastructure) or the concept of large consumption that may have a greater negative impact, as well as non-bank finance, which has been stagnant. From a medium-term point of view, it is an opportunity to swap positions and shares based on fundamental changes. Operationally, with the two main lines of infrastructure + consumption, short-term avoidance of science and technology, focus on counter-cyclical adjustment of infrastructure (construction + building materials + steel + coal), pay attention to such as non-bank finance (brokerage) + negative impact of consumer leaders (liquor + innovative drugs + express + cars + airport + aviation + media); annual report reveals high ROE cash cow stocks such as energy; growth science and technology superimposed with new infrastructure 5G, etc.

Anxin Securities believes that from the market law, repair the market is likely to go more robust. Structurally, the market will not be too extreme, the market will no longer over-pursue subject stocks, will pay more attention to fundamentals, investment opportunities will be dominated by high-quality growth stocks, undervalued stocks that benefit from steady growth will also have opportunities to perform.

Citic Securities pointed out that the market in March will enter the best allocation time for the year. The first is that the global capital market has been fully adjusted; the second is that the domestic economy has entered a period of rapid recovery, the policy layer has increased, and the resumption of production has begun to accelerate the climb, which is expected to be close to the normal level in April. For the A-share market, technology stocks will enter the performance and valuation calibration period, individual stocks will be divided, high-quality technology white horse will eventually win.

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