PanelObservation
Monday's stock indexes oscillated to close higher, the three major stock indexes all ended in the positive, the two cities turnover 1009.4 billion. Plate observation, medical industry, aerospace, materials industry, special equipment and other sectors rose, civil aviation airport, hotel tourism, insurance, port and water transportation and other sectors fell. The two cities up 117, down 11, northward funds net buying 5.2 billion. The Shanghai index rose 0.41%, at 3615.48 points, the Shenzhen Composite Index rose 0.97%, at 14996.38 points, the index rose 2.38%, at 3309.07 points.
After the marketOutlook
After a slight break in the market platform, today continued to oscillate upward, dragging down the stock indexes is mainly the weighted stocks in Shanghai, but the Shanghai indexes to hold the 3580 platform, the ratio of up to down more than 2:1, in the individual stocks rose extensively under the pulling of the weighted stocks in the afternoon was also Driven back up, the market at this stage is a typical "heavyweights on stage, small-capitalization stocks singing". Currently leading to this turnaround in A shares, from the macro point of view, mainly for two reasons: the appreciation of the RMB and domestic commodity regulation; RMB appreciation leads to the revaluation of RMB assets A shares, and can be imported at a low price of substances, imported raw materials, processing and production and export enterprises are beneficial to leading enterprises are also beneficial; at the same time, the popularization of vaccination process of the global economic recovery is also the trend of the appreciation of the RMB will be lead to the United States subsequent infrastructure projects are forced to accept Chinese products, the future pro-cyclical plate will return to the supply and demand relationship, non-ferrous iron and steel coal medium-term trend can still be bullish, so from the flow of funds, today's funds are clearly flowing to the materials industry, non-ferrous metals and other sectors. In addition, the recently reported news of Liu He's call with the U.S. Trade Representative has, objectively, improved the market's expectations for the semiconductor and communications equipment industries. Overall, about 70% of most stocks after the first two years of the bear market, are currently in the historical valuation of the water at a lower level, in this year's "high and low switching, valuation rebalancing" market background, investment opportunities will continue to emerge, which continues to promote the market oscillation upward.
OperationStrategy
Assisted reproduction, medical beauty, aerospace industry, semiconductors, communications equipment, brokerage, pro-cyclical, carbon neutral and other plates, is still the main direction at this stage, can grasp the rhythm of focus. Guangfa Securities Investment Advisor Luo Limin, Practice Certificate No.: 0260611010126