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-level stocks show 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. In the afternoon, the index continued to rise, with the index up 1 per cent. On the disk, semiconductors, photoresist and other plates continue to pull up in the afternoon, food processing plate also continues to pull up. The mood of funds rose again, the fried board rate rose slightly, and the money-making effect improved slightly. In late trading, the index all fell back, and the Prev index turned green again. In terms of plates, semiconductors, Guangdong Free Trade Zone and other conceptual themes all fell back. Hainan plate once changed, liquor stocks continued to lead the decline. The market wait-and-see atmosphere is still strong, the capital rotates faster, the market makes money the effect is general.
Specifically, by the close of trading, the Shanghai index was at 2868.46 points, down 0.07%; the Shenzhen Composite Index at 10964.89 points, up 0.02%; and the Creative Index at 2124.31 points, up 0.31%.
Plates and individual stocks
A number of analysts said that the market is expected to still be dominated by local prices, with emphasis on new and old infrastructure with favorable policies, excellent blue chips for increased foreign holdings, short-term digital currencies, semiconductors, and so on. In operation, pay close attention to the rotation of hot spots in the disk, do not chase high, grasp the relevant plate callback low suction opportunities. Huawei Electronics, Shengbang shares, Xiaocheng Science and Technology, Zhaoyi Innovation, Zhuo Shengwei, Beijing Junzheng, Star semiconductors, Taiwan Foundation shares and other shares rose.
Net inflow of main funds into the top ten
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.
Intellectual property plate changes, visual China rose 8%, Guangyi technology, Anne shares and so on.
Graphene plate change pull up, gorgeous family rose 7%, Jincheng medicine, Xinhua brocade, Hangzhou electric shares, China Baoan and so on.
Division board stocks rose, Guangyun science and technology rose by the limit, core source micro, Danghong science and technology, Lexus software, an Heng information and so on.
[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.
[the global fund allocates up to 25% of China-related stocks and foreign investors have made new moves! 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.
[ten departments jointly issued a circular to deal with the epidemic situation as a whole to support the development of Taiwan-funded enterprises] the National Development and Reform Commission and the Taiwan Affairs Office of the State Council jointly issued on the 15th a circular on overall planning to deal with the epidemic situation and to support the development of Taiwan-funded enterprises and promote the development of Taiwan-funded projects. The circular further implements in detail the "31 measures" and "26 measures" for promoting cross-strait economic and cultural exchanges and cooperation, and puts forward 11 specific measures, such as continuously helping Taiwan-funded enterprises resume work and resuming production, overall planning and coordinating the promotion of major Taiwan-funded projects, and actively supporting Taiwan-funded enterprises to increase capital and expand production.
[real estate tax legislation is still under study and drafting experts say it is unlikely to be examined this year.] in an interview with the media on the eve of this year's two sessions of the National people's Congress, the relevant responsible person of the legal work Committee of the National people's Congress standing Committee, on the progress of "implementing the principle of statutory taxation," said that in accordance with the arrangements for the legislative planning of the standing Committee of the National people's Congress, the relevant authorities are studying and drafting a draft real estate tax law, and the relevant work is progressing steadily.
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.
Societe Generale Securities believes that A shares and Hong Kong stocks are expected to rise in the second quarter. In the medium to long term, the core assets of A-shares and Hong Kong stocks will fall more and more valuable, the time window for the global rebound is not over, emerging markets with high performance-to-price ratio will be sought after, and A-shares and Hong Kong stocks will have the opportunity of resonance between domestic and foreign capital. At present, whether horizontal or vertical, the valuations of A shares and Hong Kong stocks are more cost-effective in the world.
Citic Securities expects May to be the best investment window for A shares in the second quarter. In terms of configuration, it is proposed to take the new and old infrastructure and related technology leaders as the main line, and at the same time continue to layout the high-quality stagflation plate affected by the epidemic in the early stage.
Yue Kai Securities said that it can layout the future from three aspects. First, large consumption and infrastructure, less affected by external demand, infrastructure projects that continue to benefit from "expanding domestic demand" policies such as special debt and promoting consumption, and large consumer industries are expected to take the lead in getting out of the haze of performance; second, the expectation that science and technology growth stocks will benefit from external demand and the restoration of the global industrial chain is expected to continue to show high flexibility. Third, big finance, the reform continues to deepen good leading brokerage, counter-cyclical policy continues to increase under the bank performance is expected to exceed expectations.
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