[stock market afternoon review] the index of the two markets fluctuated higher and the Prev rose 0.51%. The consumer electronics sector pulled up again.

SMM6 March 3 News: the three major indices opened high, after the opening of the index slightly differentiated, the main board index is stronger, while the gem index is relatively weak. On the market, the stall economic plate broke out across the board, and the overall moneymaking effect of the market is OK. Near the close of trading in the morning, the overall index fluctuated higher, the consumer electronics sector pulled up again, the market moneymaking effect gradually increased, the overall market was relatively strong, and stocks rose and fell by half. By the close of trading in the morning, Prev was up 0.51% at 2936.38 points, Shenzhen Index was up 0.62% at 11181.12 points, and Chuangshi Index was up 0.64% at 2159.03 points.

Review of changes

The concept of stall economy has soared, and shares of Wass, Commodity City, Yindu, Maoye and Guangbai have risen by the daily limit.

The traditional Chinese medicine plate was pulled up, Xintian Pharmaceutical and Panlong Pharmaceutical rose successively, while Xiangxue Pharmaceutical, Yiling Pharmaceutical, Hongri Pharmaceutical and auspicious Pharmaceutical Holdings rose.

Photoresist plate changed to pull up, Nanjing University Optoelectronics rose more than 6%, Fujing Technology, Jingrui shares, Baotong Technology, Lanying equipment and so on.

The photoresist plate continued to rise, Guangxin materials rose by the limit, Nanjing University Optoelectronics rose 9%, Fujing Technology, Jiang Huanwei, Jingrui shares, Shanghai Xinyang and so on rose.

Jinri Toutiao concept continues to rise, Shengguang Group trading, Wanrun Technology, Tencent shares, Guangbo shares, Jiayunke and other earlier closure.

Message surface

[the Cambrian came and Shadow stocks began to expand the list of core assets of domestic chips]

On June 2, the listing Committee of the Science and Technology Board issued an announcement on the results of the 33rd Review Conference in 2020, and the Cambrian IPO was approved. Its sponsor brokerage is CITIC Securities, and the proposed financing amount of the IPO is 2.801 billion yuan. The company's main business is applied to all kinds of cloud servers, edge computing devices, terminal equipment in the artificial intelligence core chip research and development, design and sales, to provide customers with a wealth of chip products and system software solutions.

[the Central Committee makes a heavy voice! This industry is highlighted that the 800 billion plate is ready to start! ]

During the epidemic, most of these stocks rose a lot, but judging from the market in the past two months, many stocks have been adjusted to a large extent. Analysts believe that with the increase in the importance of traditional Chinese medicine, the Chinese medicine unit is not without opportunities.

Complete the investment of 800 billion in the whole year! The railway construction plate is firmly committed to the full resumption of 115 projects]

Railway construction across the country is pressing the "fast forward button", and 115 projects are fully resumed. The reporter learned from the National Railway Group on June 2 that the whole railway construction system clearly regards "ensuring project construction and achieving effective results in the completion of fixed assets investment" as the most urgent task of the year, and is working hard to speed up railway construction. According to the new target, national railway fixed asset investment will reach 229.8 billion yuan in the second quarter of this year, an increase of 4.1 percent over the same period last year.

Institutional point of view

Shanxi Securities said that the overall A-share market will mainly shock the structural market, it is recommended to control reasonable positions, partial robust allocation, carefully selected structure, focusing on the direction of higher certainty. Among the large categories of assets, it is recommended to maintain a certain proportion of the allocation of risk-averse assets such as gold and medium-and high-grade credit debts. for the current time of equity assets, we are more optimistic about the valuation performance-to-price advantage of A-shares, and it is suggested that we should continue to make strategic allocation. In the choice of A-share industry, it is suggested to pursue more deterministic investment opportunities: 1, performance certainty: food and beverage, agriculture, forestry, animal husbandry and fishing; 2, policy certainty: new infrastructure (5G industry, new energy vehicles, charging piles, etc.), optional consumption (household, automobile, home appliances, etc.), medical and health.

Anxin Securities said that A-shares are expected to pull the saw upward in June. From the perspective of the monthly K-line cycle, whether it is the CSI 300 Index or the Shanghai Composite Index, the monthly K-line upward trend since the beginning of 2019 may not be over, so even if there is still the possibility of shock seesaw in the future, but from the general direction, it is expected to shock upward. Zhongyuan Securities said that in June, A shares are expected to usher in a "broken market" driven by reform and a structural rebound in prosperity.

In terms of allocation strategy, Soochow Securities said that after the concussion from March to May, the growth style is expected to gradually take over from June. Specifically, first of all, compared with medicine and food and beverage, in the rising market since late March, the overall excess return of science and technology stocks is not obvious, and the stock price adjustment has been relatively sufficient; secondly, from a strategic point of view, the main logic of science and technology stocks is localization and 5G acceleration, although it will face short-term fluctuations, but it is difficult to change the industrial trend. Finally, there is a marginal improvement in related areas, including the resumption of work in Europe and the United States, Xinchuang industry and IDC continue to welcome the catalyst, and cloud computing continues to be a high boom.

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