Today's market volatility fell, the gem index fell again, the gem index fell 5.59% this week, and the Ningde era fell 17.32% this week. In early trading, salt lake lithium extraction, real estate, tourism, coal, finance and other plates were active in turn, and the digital currency was strong in the afternoon, but most of the plates that rose in the morning fluctuated and fell back in the afternoon. In terms of decline, pharmaceutical stocks fell as the main force in the market today, with a number of sub-plates leading the decline. On the whole, today's stocks fell more than rose less, nearly 4000 stocks in the two markets fell. Today's turnover on the Shanghai and Shenzhen stock markets is 991.5 billion, 55.1 billion higher than that of the previous trading day. In terms of plates, digital currency, salt lake lithium extraction, coal, banking, real estate and other plates led the increase, while novel coronavirus treatment, traditional Chinese medicine, novel coronavirus detection, CRO, chicken farming and other plates led the decline. By the close, the Prev index was down 0.66%, the Shenzhen index was down 1.55%, and the gem index was down 2.84%. Northbound funds bought a net 1.005 billion yuan today, of which Shanghai stocks bought 2.359 billion and Shenzhen stocks sold 1.354 billion.
For the future market trend, institutions have expressed their views.
Citic Construction Investment believes that the recent correction in US stocks comes from the expected significant acceleration of interest rate increases, while the foundation of profits and credit remains solid. Currently, waiting for the upward speed of US debt interest rates to slow, it can be over-allotted US stocks again. It is recommended to gradually add the Nasdaq and semiconductors, which have overfallen in the previous period. Even in bear markets such as 1995, 2001, 2002 and 2011, the index can still see a follow-up midline market after a sharp pullback in January. At the same time, commodities continue to rise, and A-shares have not yet reached the stage of falling both in volume and price. under the triple support of seasonal capital inflows, technical overselling and price-side support, A-shares are expected to rebound in the follow-up, and it is recommended that they be overallowed. focus on large-cap stocks and small-cap stocks that have not risen sharply in the past few years.
Central Plains Securities pointed out that on Thursday, the A-share market first suppressed and then rose, slightly fluctuated, and many heavyweights on the gem fell in the morning, dragging down the stock indexes of the two cities. In the afternoon, as the economic recovery industries such as new infrastructure strengthened, the stock index stabilized and rebounded. Airports, tourism, hotels, insurance and some cyclical industries led the market higher, growth stocks continued to suffer selling pressure, and market hot spots continued to show the characteristics of diversified distribution. After a short-term continuous rebound, the Prev is once again approaching the 3500-point integer mark and the annual line 3540-point region. whether the future stock index can continue to rebound still depends on the strong cooperation of leading hot spots and trading volume. Prev is expected to continue to rebound in the short term is more likely, the gem short-term slightly downward may be greater. We recommend that investors pay careful attention to investment opportunities in airports, engineering, finance and some cyclical industries in the short term, and continue to focus on investment opportunities in undervalued blue chips in the middle.
China International Capital Corporation pointed out that in January, new loans totaled 4 trillion yuan, an increase of 400 billion yuan over the same period last year. The loan stock grew by 11.5% compared with the same period last year, and the growth rate was flat from the previous month. Social finance increased by 6.2 trillion yuan in January, an increase of 981.6 billion yuan over the same period last year. The stock of social finance grew by 10.5% over the same period last year, and the growth rate increased by 0.2 percentage points month-on-month. Financial data "got off to a good start" to verify the strength of steady growth, reiterating the "no" of bank stocks in 2022.
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