SMM4 21: three major indexes opened low, after the opening of the index one-sided downward, the gem index quickly fell more than 1%, on the disk, the data center plate is strong, semiconductors weak, followed by the three major indexes fell more than 1%. Near the end of the morning, the index continued to weaken, the index fell nearly 2%, on the whole, the two stocks fell, the overall market atmosphere was weak, in the afternoon, the three major indexes continued to weaken, the index fell below 2000 points, plate stocks fell on the plate, near the end of the day, the gem index decline narrowed, UHV plate active. On the whole, the stocks of the two cities fell, the overall market atmosphere was weak, and the money-making effect was poor.
By the end of the day, the Prev index was down 0.90 per cent at 2827.01 points, with a turnover of 248.689 billion yuan, Shencheng Index down 1.08 per cent at 10506.86 points and trading volume at 400.623 billion yuan. The index fell 0.95 per cent to 2023.94 points.
Plates and individual stocks
Data center concept stocks, Guangdong Rongtai, Dr. Peng, Jia tried to seal the board, data port, Dashi intelligence and so on. AVIC believes that since the "new infrastructure" was proposed, the government has been guiding the rapid development of industrial Internet and data centers, resulting from the rapid development of 5G, AI, big data, cloud computing and other businesses. Many industrial applications will give birth to massive data, which will inevitably bring about a large number of distributed computing, distributed storage, distributed database management requirements.
Net inflow of major funds into the top 10 today
Shipping concept opened higher, COSCO can rise nearly 9%, investment ships, investment south oil, Ningbo shipping and other collective rise.
Semiconductor and component plate weakened, NTU optoelectronics fell more than 6%, Shanghai silicon industry, Ruixin micro, Ruineng technology, Kangqiang electronics and so on.
Domestic software plate change pull up, dongfang network power, Tianxia wisdom has risen by the limit, Renzi line rose more than 5%, Guangdong Rongtai, Chinese software and so on.
The data center plate pulled up and strengthened, Ren Zixing, Guangdong Rongtai, Dashi intelligence quickly rose by the limit, Dr. Peng rose 7%.
Agricultural planting plate change pull up, Jinjian rice industry rose more than 7%, Fengle seed industry, beautiful home, Dabei agriculture, Xinsai shares rose.
The pharmaceutical plate rose near midday, unknown medicine rose by the limit, Fuan Pharmaceutical rose 4.29%, essence Pharmaceutical rose 2.8%, Tonghe Pharmaceutical, Erkang Pharmaceutical and so on rose.
Domestic operating system plate strength, Chinese software limit, Chengmai science and technology rose 6%, Heng for science and technology, Tianji science and technology, the great wall of China pulled up one after another
The concept of influenza is active, Xilong science pulled up the limit, hot biology, Haizheng pharmaceutical industry, Shuoshi biology and so on.
UHV plate continued to pull up, Guodian since the limit again, intelligent energy rose more than 7%, Zhongyuan shares, aerospace electronics, Hengtong optoelectronics, space morning light and so on.
[WTI May crude oil futures settlement price closed at-$37.63 / barrel]
The settlement price of NYMEX WTI5 monthly crude oil futures closed at-37.63 US dollars per barrel, closing at negative value for the first time in history.
[Ministry of Human Resources and Social Affairs: 22 provinces sign the entrustment investment contract of the basic pension fund to accumulate 925.3 billion yuan of funds]
At a news conference held by the Ministry of Human Resources and Social Security in the first quarter of 2020, Lu Aihong, spokesman for the Ministry of Human Resources and Social Security, said on the 21st that as of the end of March, the number of people participating in basic old-age pension, unemployment and industrial injury insurance were 968 million, 203 million and 249 million respectively. 22 provinces signed the entrustment investment contract of the basic old-age insurance fund, with a cumulative total of 925.3 billion yuan. The number of social security cardholders is 1.31 billion, and more than 160 million cardholders have applied for electronic social security cards. In the first quarter, the total income of the three social insurance funds was 1.21 trillion yuan, with a total expenditure of 1.33 trillion yuan.
[here comes Guan Xuan! For the first time, the state has clearly defined the scope of "new infrastructure" block chain and satellite Internet to be included.]
According to the preliminary study of the NDRC, the new infrastructure is an infrastructure system that is guided by the new development concept, driven by technological innovation, based on the information network, and oriented to the needs of high-quality development. It provides services such as digital transformation, intelligent upgrading, integration and innovation. Specifically, information infrastructure mainly refers to the infrastructure based on the evolution of new generation information technology, such as communication network infrastructure represented by 5G, Internet of things, industrial Internet and satellite Internet, new technology infrastructure represented by artificial intelligence, cloud computing, block chain, data center, intelligent computing center and so on. (brokerage China)
[Shanghai promulgates regulations on the Construction of Science and Technology Innovation Center: planning and layout of technological Innovation in key areas]
Today, the Information Office of the Shanghai Municipal Government held a press conference of the municipal government to introduce the main contents of the regulations of Shanghai Municipality on promoting the Construction of Science and Technology Innovation Center and the next work measures. According to the press conference, at present, R & D investment in Shanghai accounts for 4% of GDP, an increase of 0.35 percentage points over five years ago. The number of patents for inventions per 10,000 people reached 47.5, double that of five years ago. Shanghai's comprehensive scientific and technological progress index has always been in the forefront of the country, the contribution of science and technology to economic development has improved steadily, and the ability of scientific and technological innovation and international influence have been accelerated.
Ren Zhengfei was interviewed for the first time in the year of the Rat! Huawei lowered its target for the first quarter to maintain growth for the whole year]
Huawei's latest release, Ren Zhengfei, recently told the Wall Street Journal that Huawei has lowered its revenue target for the first quarter, but that does not prevent growth for the whole year. In addition, Ren Zhengfei revealed that Huawei mobile phone sales began to grow in April, selling more than 20 million units a month, while the new coronavirus pneumonia outbreak sparked sales of tablets and laptops, up 5-6 times from a year earlier.
Institutional point of view
Shanxi Securities: on the market side, LPR fell as scheduled yesterday, but it has been expected by investors, and the market has not exceeded expectations. Plate aspect, digital currency, RCS and other plates belong to hot topics, with the stimulus of the message surface will also be repeatedly hyped. The concept of virus prevention and control is due to the recurrence of the epidemic situation, the current foreign epidemic has not yet reached the inflection point, the plate follow-up will also be repeatedly hyped. Infrastructure and agriculture belong to defensive plates. Overall, the LPR downgrade did not inspire financial enthusiasm. Looking forward to the future, fiscal policy efforts, the two sessions have been held one after another, the market is expected to be strong under the support of fundamentals. At present, the index is at a low point, and the valuation advantage is obvious; from a macro point of view, the economic data in March warmed up month-on-month, and the credit data were also better than expected. Investors are advised to seize the allocation window and actively pay attention to the investment opportunities of A shares.
Citic Construction Investment: China is about to turn into a state of full resumption of work. In the face of economic pressure, macro hedging policies will also be strengthened, fiscal and monetary forces will be doubled, and domestic demand will be expanded by pulling investment, making up for weaknesses, and promoting consumption. However, it emphasizes that homeowners do not fry and maintain strategic determination. In addition, we also need to pay active attention to policies to stimulate consumption and expand domestic demand. In the second quarter of 2020, the full resumption of production and work phase will be in line with the economic recovery. After all the uncertainty over the economic data in the first quarter of 2020 fell to the ground, the rebound began slowly. The second quarter of 2020 is likely to be the best investment opportunity for the year.
Northeast Securities: the gradual restoration of domestic industry order, superimposed May Day holiday expected to boost, the plate is expected to accelerate the recovery. In the short term, the domestic epidemic situation improved, consumer travel willingness to resume expectations to strengthen the hope of catalytic plate overfall rebound. In the medium and long term, the epidemic situation does not change the long-term growth trend and value attributes of leading enterprises, leading companies are expected to take the lead in ushering in valuation repair and performance rebound after the end of the epidemic.
Everbright Securities said that it is recommended that long-term funds positive layout, short-term funds should not be too worried. Configuration on the counter-cyclical adjustment of the main line is further clear, focusing on the target of pure domestic demand, including new and old infrastructure (building materials, construction, machinery, 5G) and cars.
Guangfa Securities believes that performance writedowns and overseas secondary disasters still have a negative impact on A shares, but in the context of continued liquidity easing, A shares "profit bottom" after the possibility of a "market bottom" is very small. A shares are "neither humble nor arrogant", and the allocation still revolves around the main line of domestic demand and internal supply. "risk premium top" gradually confirmed that technology stocks after pre-adjusted valuation of the attractiveness of better, up-regulation of technology stocks as the preferred recommendation, taking into account the necessary consumption to properly control portfolio volatility. Industry configuration: (1) benefit from "risk premium top" & industry logic solid scientific and technological growth (IDC/ medical information); (2) relative performance advantage (medicine / food beverage / game); (3) counter-cyclical policy to promote infrastructure chain expansion (building materials / electrical equipment).
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