SMM4 month 8: three major indexes opened low, the opening gem index quickly pulled up higher, Prev is relatively weak, and then began to shock pull up. On the disk, the RCS plate continued to hot performance, close in the morning, the index overall maintained a weak consolidation trend, the disk to see the military industry, tourism plate once rushed higher. On the whole, the funds in the field are in a wait-and-see situation, the overall decline of individual stocks is less and less, the fried board rate is gradually higher, and the money-making effect is slightly lower. By midday, the Shanghai index was down 0.31% at 2811.88 points, the Shenzhen Composite Index at 10367.52 points, down 0.59%, and the Chuang Index at 1962.58 points, down 0.37%.

Abnormal review

The concept of digital currency is active, Hailian Jinhui, Gao Weida rose by the limit, Omar Electric, Julong shares rose more than 8%.

RCS rich media communications rose, Shenzhou Taiyue, color message shares, dream network group, sea joint communication collective limit.

Agricultural planting plate quickly pulled up, Xinsai shares rose by the limit, Jinjian rice industry rose 9%, Huamao shares, new agricultural development with the rise.

Semiconductor and component plate pulled up, rich electronics rose by 6%, Zhuo Sheng micro up 6%, national technology, Pengding holding rose more than 3%.

Oil mining plate pulled up, HTC mining rose, Guangdong and Guangxi shares, Jinling Mining, Hainan Mining, Ordos rose.

Biomedical plate rapid pull up, Jingfeng medicine board, Haizheng pharmaceutical industry rose by the limit, Weiming medicine, essence pharmaceutical with the rise.

C2M concept pulled up strong, Meibang clothing, Whirlpool, Deli shares, Qingdao Golden King has risen by the limit, Longzi shares rose 8%.

Scenic spots and tourism plate rose, Xi'an tourism, Lijiang shares, Huangshan tourism rose more than 7%, Caesar tourism, Zhangjiajie rose.

The national defense military industry plate changed and pulled up, Tianhai defense closed up, Tianjian science and technology rose by more than 7%, Chinese soldiers red arrow, China ship defense, aviation technology, China's emergency response and so on.

Message surface

[three major operators send 5G message white paper: short message service upgrade supports encrypted transmission]

On the basis of inheriting the characteristics of traditional SMS registration-free login and installation-free application, 5G message further realizes the convenience and efficiency of information exchange. In addition, 5G messages also support encrypted transmission, graphics password and other information exchange methods, which can provide information security and protect the privacy of users.

[Shanghai: speeding up the Application of 5G, Block chain and other Technologies in the Field of Public Health]

The website of the Shanghai Municipal Government has published "some opinions of the Shanghai Municipal CPC Committee and the Shanghai Municipal people's Government on perfecting the Prevention and Control system and Mechanism of Major epidemic situation and perfecting the Public Health Emergency Management system", in which it is proposed to promote the in-depth application of new technologies, new products and new models, and strengthen the information construction of public health emergency. We will speed up the application of 5G, blockchain and other technologies in the field of public health, strengthen the integration of multi-source data, promote the application of health big data in the field of public health, improve the function of the professional information system for disease prevention and control, support the collection and application of epidemiological investigation data, and promote refined and intelligent management. We will speed up the construction of platforms such as "intelligent health supervision", retrospective supervision of vaccines and drugs, and management of medical treatment on the Internet.

[the standing Committee of the State Council has a new tone! Three major measures to support processing trade enterprises in the establishment of 46 new comprehensive pilot areas for cross-border e-commerce]

Premier Li Keqiang presided over the standing meeting of the State Council on April 7, launching a series of measures, such as setting up a comprehensive experimental zone for cross-border e-commerce, supporting processing trade, and holding the Canton Fair online, actively responding to the impact of the epidemic, and striving to stabilize the basic foreign trade market; decided to continue the implementation of inclusive finance and some tax support policies for microfinance companies.

Institutional point of view

Soochow Securities said that in the peripheral rebound cycle, market sentiment has been repaired, but the international epidemic still has greater uncertainty, whether the rebound can continue remains to be seen. Domestic A shares regardless of the rise and fall are relatively small, because the previous upward trend has been destroyed, the market needs to go through a period of shock to repair the damaged form, but this does not hinder the performance of individual stocks, consumption, inflation, technology will be the main direction of individual stocks active.

CICC Wang Hanfeng said that the market as a whole is at the bottom stage, given that market valuations are already low and implied relatively pessimistic expectations, China's policy leeway is relatively ample and should not be overly pessimistic about the market outlook. It is suggested that we should pay attention to the policy-sensitive domestic demand plate and continue to pay attention to the four major directions (low valuation, pure domestic demand, high quality, high dividend, etc.).

In terms of industry configuration, Dongxing Securities proposes to pay attention to the main line of "domestic demand". We can carry out the layout of three dimensions: first, cars, household appliances, new and old infrastructure in the direction of policy efforts; second, medicine and food and beverages that must be consumed and their performance is relatively stable; and third, they have been greatly affected by the epidemic in the early stage. At present, it has gradually stepped out of the social services and retail that have begun to recover at the bottom. In the medium and long term, still optimistic about the cycle trend significant science and technology plate leading target.

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