After the index opened low today, the index fluctuated throughout the day, and individual stocks showed a general decline pattern. On the market, gold, oil and gas and other risk aversion plates strengthened, gold and silver industry rose by the limit. Lithium mining stocks were strong in intraday concussion. "East number West calculation" concept stocks appear differentiation, the front row of stocks continue to be strong, gem stocks Capital online, Yimi Kang are 3 even board. In terms of decline, games and pharmaceutical stocks led the decline today. In addition, Guizhou Moutai, Ningde era and other heavyweights have fallen to varying degrees today, dragging down the index. Although today's index is weak, individual stocks are generally down, but the short-term mood is still good. Yesterday, 31 even-board stocks continued to rise by the daily limit of 16 today, and the promotion rate of even-board stocks exceeded 50%. In addition, the new shares on the gem listed today rose nearly 300% in trading, with two temporary suspensions, and the secondary new shares were also temporarily suspended during the day. On the whole, today's stocks fell more than rose less, more than 3600 stocks in the two markets fell. Today's turnover on the Shanghai and Shenzhen stock markets is 978.3 billion, 77.9 billion higher than that of the previous trading day. In terms of plates, precious metals, oil and gas mining, lithium extraction from salt lakes, gas, and computing concepts were among the top gainers, while cloud games, meta-universe, novel coronavirus testing, media and other plates led the decline. By the close, the Prev index was down 0.96%, the Shenzhen index was down 1.29%, and the gem index was down 1.38%. Northbound funds sold 7.34 billion yuan net throughout the day, of which Shanghai shares sold 4.242 billion yuan and Shenzhen stocks sold 3.098 billion yuan.
For the future market trend, institutions have expressed their views.
China International Capital Corporation believes that the East and West calculation project will orderly pull the investment of the new infrastructure industry chain. In February 2022, the construction of the national hub node of the eight major computing networks was launched. The calculation of the east and the west (orderly guiding the demand for computing power from the east to the west) is an important foundation for the development of China's digital economy. We predict that it will lead to an annual investment of 100 billion yuan in the next five years. We believe that Western Computing will drive the moderate demand for civil construction of data centers, supporting facilities in computer rooms, green power, etc., and secondly, with the increase of downstream demand, servers and other digital devices will be put on the shelves; from a medium-and long-term point of view, Dongxin will drive the optimization of IDC competition in the east and the stable profitability, and new cloud-based business opportunities will also emerge in the process of east-west data flow. We believe that the development path of the eastern and western computing industry is the same as that of the domestic cloud computing industry, and the core is to serve the needs of different formats and computing scenarios in the digital transformation of the industry.
Shanxi Securities said that the current time point market may be coming out of the "fog" to establish a new direction. After 2000, the continuous adjustment of high-valued track stocks has led to an increasingly depressed sentiment in the A-share market. we believe that under the background of the economic downturn plus loose policies, the "confusion" sentiment of investors is very obvious. it is finally reflected in the periodic outbreak of different subject stocks. At present, the market may be coming out of the "fog" to establish a new direction, and the continuation of the policy of "steady growth" may be gradually realized in different industries. It is suggested that we should continue to pay attention to the marginal changes of data and policies and lay out the industrial chain of "steady growth". At the same time, the strategic policy of the digital economy is gradually falling to the ground. under the development trend of the global digital economy, it is suggested that we should focus on the opportunities in the direction of subdivision, such as new digital infrastructure, big data, digital skills upgrading and so on.
On the whole, the A-share market may continue to fluctuate in the short term, but it is suggested that the combination of macro policy trend, industrial logic, defense capability, and the valuation level of different style sectors to adjust the configuration and seize structural opportunities.
Guosheng Securities points out that the volume can restrict the height of the rebound and pay attention to the rhythm of hot spots. On Monday, the size index showed a volatile differentiation trend, individual stocks rose generally, the market profit effect is OK. From the plate point of view, precious metals, phosphorus chemicals, new metal materials and other concept plates led the decline, while computing, data centers, cloud computing and other "east and west" concept sectors led the rise. On the whole, the wheel movement of hot topics is faster, the seesaw effect is still the same, and the operation is more difficult.
Technically, the Prev has continued to rebound recently and is about to face the pressure level formed by the early chip-intensive area near the 3500-point integer gate. if it is unable to break through in the short term, the market may still maintain a medium-term shock consolidation pattern. Although the concept of "calculation of the east and the west" leads the rise against the trend, it fails to lead the market to rebound comprehensively, and the characteristics of the stock game are obvious. In operation, we should pay attention to grasp the rhythm of market rotation, give priority to high selling and low suction, and do not blindly chase the rise. You can pay attention to the rotation opportunities of traditional infrastructure, new energy, digital economy and other sectors, or a good choice for the current market.
