SMM5 15: today's three major stock markets collectively open, shock weakened after the recovery, the gem index is stronger, the performance of individual stocks is active. Guangdong, Hong Kong and Australia Bay area was stimulated by the news opened up, agricultural planting, gold stocks, data centers, food stocks, etc., semiconductor performance stocks broke out, technology stocks led the gem index to rebound, liquor stocks weakened, on the whole, market funds are still cautious, high stocks are showing a certain degree of acceptability. On the disk, semiconductors, agricultural planting, Guangdong, Hong Kong and Australia Bay area led the increase, while liquor, medical equipment, airport shipping and other declines led the decline. By midday, the Prev index was up 0.18 per cent at 2875 points, the Shenzhen Composite Index was up 0.48 per cent at 11014 points, and the gem index was up 0.66 per cent at 2131 points.
Abnormal review
Guangdong, Hong Kong and Australia Bay area plate high open, Xianfeng Holdings, Hua Jin Capital, Hua Pengfei one word limit, Henderson Daxin, Shahe shares and other collective high open
Futures concept opened actively, South China futures rose 6%, Xinhua Jin, China medium-term, Jinlong shares, Ruida futures rose.
Port shipping concept pulled up, Zhuhai Port up 7%, Guangzhou Port, Yantian Port, Merchants Port and so on.
Agricultural planting plate changes, Honghui fruits and vegetables rose 7%, fragrant pear shares, black sesame, Suken Nongfa, Xuerong biology and so on rose.
C2M concept pulled up and strengthened, Qingdao Jinwang straight line rose by the limit, Longzi shares rose more than 5%, Tianchuang fashion, GE Li Si, Lehui International, Songlin Technology and so on.
The concept of liquor is weak, mouth pit down more than 2%, alcoholic wine, Yanghe shares, old white dry wine, Shanxi Fenjiu and so on.
The semiconductor and component plates were pulled up, Shengbang shares rose 8%, while Zhaoyi Innovation, Changdian Technology, Huawei Electronics, Qingyi Optoelectronics and so on rose.
Message surface
[opinions on Financial support for the Construction of Guangdong, Hong Kong and Macao Bay area issued by the four departments]
The people's Bank of China and other ministries issued opinions on financial support for the construction of the Guangdong, Hong Kong and Macao Bay area, suggesting that we should carry out cross-border investment trials for private equity investment funds; support non-bank financial institutions in the mainland to carry out cross-border business with Hong Kong and Macao; support the orderly establishment of foreign-controlled securities companies, fund management companies and futures companies in the Guangdong, Hong Kong and Macao Bay area in accordance with the law; and study the establishment of the Guangzhou Futures Exchange.
[national Bureau of Statistics: industrial value added above National scale increased by 3.9% in April compared with the same period last year]
National industrial production rose 3.9% in April from a year earlier, down 1.1% in March from a month earlier, up 2.27% from a month earlier, according to the Bureau of Statistics. National Bureau of Statistics: investment in real estate development fell 3.3% from January to April, 4.4 percentage points lower than in January-March. The sales area of commercial housing in China was 339.73 million square meters, down 19.3 percent, and commercial housing sales totaled 3.1863 trillion yuan, down 18.6 percent, down 7.0 percent and 6.1 percent respectively from January to March.
[new moves have been made by global funds to allocate up to 25% of China-related stocks! ]
As US stocks fell to a three-year low in March, nearly 1/4 of the nearly $2,000bn in assets under management by more than 800 funds were allocated to Chinese stocks, according to EPFR, a global money flow watchdog. Foreign capital has entered the era of overmatched A shares.
Institutional point of view
Northeast Securities said that the short-term market tends to shock pattern, short-term prevention retreat. From the shock pattern, 28703000 point line is a dense trading area, insufficient volume, the market will inevitably need to move repeatedly, so the index generally has the possibility of stepping back on the 20-day moving average, at that time may be a short-term bargain compensation opportunity. In operation, it tends to control the position, neither sad nor happy, and respond with the idea of concussive market and structural opportunity. Based on the repeated rotation of the mainstream hot spots in the stock game, moderate high selling and low suction are carried out, that is, mainly in the logic of new and old infrastructure and consumer repair; if there is a sharp fall, such as stepping back on the 20-day moving average, it can be moderately compensated, on the contrary, it is appropriate to rotate repeatedly.
Zhongyuan Securities said that at present, Prev is still in the operation pattern of resistance at the top and support at the bottom, and the market will still face the choice of breakthrough direction in the future. It is suggested that investors should continue to pay attention to the changes of influencing factors at home and abroad. It is expected that the Prev short-term small shock may be greater, gem short-term small consolidation may be greater. Investors are advised to wait and see in the short term, and the middle line suggests to continue to pay attention to the investment opportunities of some undervalued high-performing blue chips.
Huatai Securities strategist Zhang Xinyuan said that in April, the total amount of social finance exceeded expectations to improve the superimposed credit structure, the support of the A-share market will be further strengthened, and the abundant liquidity will support the valuation of A-shares.
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