Index differentiation throughout the day, the Shanghai Composite Index fluctuated and rebounded, rising for four consecutive days, while the gem index fell slightly. On the disk, the theme plate is active in turn. Big data concept stocks by the "east count west" good news to stimulate a number of stocks rose by the limit, big data related to a number of plates are among the top gainers. The infrastructure sector continued to strengthen in the afternoon. Today, the track plate mainly adjusted, salt lake lithium concept stocks led the decline. On the whole, individual stocks rose more than fell today, with more than 3000 stocks rising in the two cities. Today's turnover on the Shanghai and Shenzhen stock markets is 807.5 billion, a decrease of 101.3 billion compared with the previous trading day. In terms of plates, data centers, coal, steel, real estate development and other sectors led the increase, while precious metals, salt lake lithium extraction, automotive chips, glyphosate and other plates led the decline. By the close, the Prev index was up 0.66%, the Shenzhen Composite Index was up 0.27%, and the gem index was down 0.46%. Northbound funds bought a net of 4.838 billion yuan today, of which Shanghai shares bought 3.025 billion and Shenzhen stocks bought 1.813 billion.
For the future market trend, institutions have expressed their views.
Soochow Securities said that the trend of market bottoming in stages has been relatively obvious. Both the Shanghai Composite Index and the gem index continued to rebound on Thursday. The Shanghai Composite Index is under pressure at the 20-day moving average, so we need to beware of falling back in the short term. But even if there is a short-term return, the range is relatively limited, and it will also bring better opportunities for low suction. The trend of market stage bottoming has been relatively obvious, it is recommended that investors take advantage of the structural rotation opportunity of low valuation and growth track, mainly half-position rolling operation.
Central Plains Securities recommends short-term wait-and-see for the time being, while the middle line continues to pay attention to the investment opportunities of undervalued blue chip stocks. At present, Prev is in the stage of secondary decline and shrinking shock, hot spots are frequent, and the market money-making effect is not strong. Whether the stage bottom can be detected in the future still needs to be verified by many factors. It is suggested that we should pay close attention to the changes of policy, capital and outer disk. It is expected that the Prev short-term small shock is more likely, the gem short-term small consolidation may be greater. Investors are advised to wait and see in the short term, and the middle line will continue to pay attention to the investment opportunities of undervalued blue chips.
Everbright Securities believes that there is a high probability of horizontal consolidation in the short-term market. The recent suppression of the market has not been eliminated, the current market contraction rebound trend does not represent overall optimism, short-term market horizontal consolidation probability is larger, it is recommended to pay attention to the pressure after the index rebounded to 10 antennas. Strategy, wind power, upstream lithium resources ushered in the expected recovery, in the short term, there is still room for operation. In terms of subject matter, digital currencies have been divided for two consecutive days, which may affect the long-term confidence of funds. therefore, in the short term, we can pay more attention to the degree of anti-divergence of infrastructure stocks and the new directions that have emerged recently, and patiently wait for the market to release the effect of losing money.
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