[stock market close] the stock market bottomed out and rebounded upstream of lithium electricity, photovoltaic and so on strengthened in the afternoon.

The index bottomed out throughout the day and rebounded, with stocks rising by half and falling by half, with nearly 90 stocks up more than 9%. The overall moneymaking effect of the market is general. On the plate, the market capital relay is strong, lithium electricity upstream resources, photovoltaic and other core stocks bottomed out and rebounded, Tongwei shares, computer numerical control, Huayou cobalt industry and other stocks all reached new highs. New energy vehicles, degradable plastics, airport shipping and other plate intraday pull up, in addition, Kuaishou, games, super-falling new and other low-level stocks are also strong. On the whole, the market fluctuates greatly and the plate rotates quickly, which makes the operation more difficult. On the disk, Kuaishou, games, papermaking and other plates led the increase, while rare earths, aquaculture, medical beauty and other plates led the decline.

As of the close, the Prev index rose 0.11% to close at 3573 points, the Shenzhen Composite Index rose 0.40% to close at 15413 points, and the gem index rose 0.70% to close at 3281 points. The net outflow of Shanghai shares is 1.231 billion, while that of Shenzhen stocks is 23 million.

Tianfeng Securities pointed out that the tone of slow cattle remains the same, and the opportunities are mainly large consumption, new energy and photovoltaic. The new positions of the fund in the fourth quarter of last year were mainly concentrated in the direction of large consumption. In the follow-up, there will be a steady stream of new fund funds coming into the market, but the overall valuation of the market is too expensive, so institutions' positions in core assets and industry leaders may be more concentrated. The market has a strong expectation for the market in February, choosing the opportunity to pay attention to the cycle, semiconductors and military industry. For sectors with weak long-term trends, we are optimistic about companies with relatively low valuations and strong reversals in the short-term economy. The time window of economic pressure shows, paying attention to the relatively low valuation enterprises of non-ferrous chemical industry.

Guohai Securities believes that the water level of market valuation is not low, and low-risk investors may not be able to find a safe target in the current market, but it is consistent with the internal and external environment, and the bubble returns on the emotional side are also worth looking forward to. it is suggested that investors can keep at least 50% of their positions, half sober and half drunk. Time choice, do not pay too much attention to the Spring Festival this time node, there should be positions to continue to hold, especially the fundamentals of high-quality varieties, cherish the shares of leading companies, hold steady, do not do too much unnecessary high selling and low suction.

Guosheng Securities said that the central bank maintains reasonable and abundant macro liquidity, from the micro liquidity point of view, popular funds occur frequently, it takes about three months for new funds to build positions, institutions are rich in incremental funds, and differentiation will continue for a period of time. There is a high probability that the position will be safe before April, with patient holdings of core assets waiting to rise, and the opportunity to switch to second-tier blue chips at the end of the first quarter to cope with possible shock trends.