The index fluctuated higher throughout the day, continuing the rebound, and the Shanghai Composite Index led the rise. On the disk, track stocks rose high and fell back in early trading, and then the theme plate began to move actively. East and west calculation concept stocks shock strength, gem stocks in Fortis rose by the daily limit. Pork plate continues to strengthen. Banks, brokerage stocks rose in the afternoon, boosting the index to strengthen in the afternoon. On the whole, individual stocks rose more than fell today, with more than 3100 stocks rising in the two cities. Today's turnover on the Shanghai and Shenzhen stock markets is 969.1 billion, 20 billion higher than that of the previous trading day. In terms of plates, pork, tourism, education, coal and other sectors led the increase, while precious metals, salt lake lithium extraction, glyphosate, medical devices and other plates led the decline. By the close, the Prev index was up 0.77%, the Shenzhen Composite Index was up 0.24%, and the gem index was up 0.16%. Northbound funds bought 3.276 billion yuan net throughout the day, including 2.807 billion yuan for Shanghai stocks and 470 million yuan for Shenzhen stocks.
For the future market trend, institutions have expressed their views.
Founder Securities Research News pointed out that overall, optimistic about the performance of the market in March, the current broad credit pattern has emerged, in the past six credit expansion cycles, monetary policy and credit easing will make A-shares rebound significantly in the short term. In the short term, under the favorable credit expansion, we are optimistic about the overall performance of the market; the recent conflict between Russia and Ukraine has become an important factor affecting the market trend, and we believe that the impact of risk events may cause mood swings in the short term, but rarely have a lasting negative impact; optimistic about the performance of technology growth companies under the logic of the Jugla cycle of emerging industries.
Central Plains Securities pointed out that on Monday, the A-share market first suppressed and then rose, and slightly fluctuated upwards. affected by the continued turmoil in Russia and Ukraine, the Asia-Pacific market fell across the board in early trading, and the stock indexes of the two cities fell rapidly in the morning. with the turn of strength of industries such as energy metals, non-ferrous metals and photovoltaic equipment, the Prev index stabilized and rebounded, the turnover in the two markets was less than trillion yuan, and the stock game characteristics reappeared. We believe that the impact of the situation in Russia and Ukraine on the A-share market may gradually weaken in the future, and investors will pay more attention to the impact of domestic factors. The National two sessions will be held soon, and investors are advised to pay close attention to the changes in policy, capital and outer disk.
Central Plains Securities expects the Prev short-term small collation is more likely, the gem short-term shock rebound is likely to be greater. Investors are advised to pay close attention to the investment opportunities in new energy, health care, small metals, chemical fertilizers and semiconductors in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Huafu Securities said that Russia and Ukraine geography sudden and continuous fermentation, there are no signs of relaxation for the time being. However, in view of the fact that all industries in China have a relatively complete industrial chain, and the domestic inflationary pressure is not great, the continuous strengthening of the RMB has hovered at a new high in the past five years, it is obvious that Chinese assets have been gradually endowed with the attribute of risk aversion. It is expected that the disturbance of overseas risk events to the A-share market is short-lived. In the follow-up, it is expected that the stable growth policy will still be concentrated on the ground, and enterprises will gradually enter the quarterly report pre-exposure period. With regard to the future, it is recommended to continue to pay attention to "stable growth" and "low valuation +" as the main line, focusing on sectors that can maintain high growth or are expected to reverse the economy.
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