Affected by risk aversion, the index fluctuated and fell in the afternoon. On the disk, the track plate led by lithium battery ushered in a rebound, photovoltaic, wind power, chips and other track plates are also active. The environmental protection sector strengthened by the news. The afternoon safe-haven sector was active and gold stocks rose sharply. Infrastructure stocks diverged throughout the day, and the digital currency sector rose and fell back to adjust. In the afternoon, the market dived back and the market heightened risk aversion sentiment also made more than the limit of the stock fried board, today the two cities fried board rate close to 50%, a recent high. On the whole, today's stocks fell more than rose less, nearly 3000 stocks in the two markets fell. Today's turnover on the Shanghai and Shenzhen stock markets was 908.8 billion, which was 101.7 billion higher than that of the previous trading day, and the afternoon market turnover was significantly enlarged. In terms of plates, precious metals, phosphorus chemicals, environmental protection, lithium batteries and other sectors led the increase, while tourism, education, data security, cultural media and other sectors led the decline. By the close, the Prev index was up 0.06%, the Shenzhen Composite Index was up 0.35%, and the gem index was up 0.76%. Northbound funds bought a net of 1.72 billion yuan today, of which Shanghai shares bought 1.637 billion and Shenzhen stocks bought 83.48 million.
For the future market trend, institutions have expressed their views.
Zhongyuan Securities said that it will wait and see in the short term, and the middle line will continue to pay attention to the investment opportunities of undervalued blue chip stocks. At present, the market is still in the stock game stage, and the over-the-counter money-holding wait-and-see mentality of over-the-counter funds is relatively heavy. Whether the track stocks and cyclical industries can drive the stock index out of the board still needs to be observed. It is suggested that we should pay attention to the changes of policy, capital and outer disk. It is expected that Prev short-term small collation is more likely, gem short-term small shocks may be greater. We suggest that investors wait and see in the short term and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Shanxi Securities pointed out that the market style is not clear for the time being, focusing on some undervalued sectors that are expected to be repaired in the steady growth adjustment. In terms of the research and judgment of the general trend of A-shares, the easing of inflationary pressure has further strengthened the possibility of loose policy for half a year, and the overall market liquidity environment is better, but the volume of A-shares has obviously shrunk in the near future, and the style is unknown. In the short term, it is recommended to pay attention to some undervalued sectors that are expected to be repaired in the adjustment of the epidemic and stable growth, while focusing on the value blue chips with better defense capability in the economic downward environment.
Citic Construction Investment believes that stable growth is still the main investment logic in the near future, and is optimistic about the opportunity of consumer building materials for the whole year. In January 2022, new social finance reached an all-time high, the issuance of special bonds was also significantly accelerated, and construction plans were carried out in many places at the beginning of the year in an orderly manner. We believe that this round of steady economic growth will benefit Synchronize in terms of traditional and new infrastructure, and will be optimistic about the opportunities for the consumption of building materials for the whole year. In terms of valuation, the volatility of consumer building materials valuation is not related to real estate demand in the same period, and credit expansion helps plate valuation to improve; in terms of performance, terminal price increases to ease cost pressure, performance rebound in 2022.
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