Xiangcai Securities: A-share market local opportunity main exposure
Today, the two stock indexes opened higher, and then the high position was consolidated until noon; the stock index continued to attack in the afternoon; the hot spot: public transportation, wine making,food and drink,oil,Culture and education,papermaking,InsuranceThe artificial meat, seed industry, hydrogen energy, fuel cell, shale gas and other sectors performed strongly; in general: today's market is showing a big rise.
If we insist on reading our opinions every day, we believe that our understanding of our ideas will be more profound. At the end of April, we will continue to remind us of the risks and give the bottom line. Recently, we have more emphasis on local opportunities. “Low level + low valuation + high Growth + high transfer has formed the main line of recent hot stocks.
In the blog post of "Several local varieties were hunted by funds", Xiang Bo Securities Fan Bo made it clear: "The personalized performance is normal after the rapid decline of the water level in the market. The index will not show a big performance, indicating that the large funds have no action for the time being. But it does not affect the presentation of local opportunities. From the perspective of these viewpoints, people with high savvy should understand that local opportunities are the focus of our views.
From today's disk, the broader market went out of the rising market of Zhongyang. This is the second time after the single-day surge on Friday (May 10). The effect of making money on the disk is very obvious, in the main line "low + low" Driven by the valuation + high growth + high turnover, some of the old hot spots in the early stage have also begun to be active, and local opportunities are in full swing.
To sum up one sentence: the essence of the stock market is about fluctuations in value. After a rapid rapid decline, for some stocks, it actually shortens the time for valuation decline. From this perspective, the interpretation of local opportunities is reasonable.
Jufeng Investment: A shares have gone out of their own "feelings"
Today, both the Shanghai and Shenzhen stock markets opened higher. After the opening shocks, they were ushered in with the help of heavyweights. However, the market momentum was effectively followed and the index rallied. Since then, the oil sector has ushered in and the index continues to operate at a high level. Afternoon,InsuranceUnder the leadership of the sector, financial stocks started across the board, and the index quickly rebounded to regain the 10-day moving average, continuing the rebound pattern since last Friday.
After the US stock market crashed, it ushered in a small rebound, while the A-share market also opened higher and higher. It is worth noting that after the continuous correction, the recent market trend is obviously strong, especially the non-following of the US stock market crash and the surge of US stocks after the small increase, it is out of their own "feelings."
From the perspective of the day, the market has ushered in a long-lost general increase. In particular, the return of financial stocks and the rise of white horse stocks, the market sentiment quickly gathered, the mood quickly rebounded, and the short-term enthusiasm began to appear. However, it should be noted that the current market cannot be called complete security. After all, the external environmental adverse factors remain, short-term uncertainties still exist, and the market volume is not effectively released or it is also a strong wait-and-see mood.
Therefore, despite the good short-term market trend, we have repeatedly suggested appropriate follow-up, but here is still recommended investors to maintain positions, play a defensive counter-attack strategy. On the one hand, mid-line investors continue to follow up on quality targets, especially those with stable operations and good performance. On the other hand, short-term investors can pay close attention to the early hot spots of the recent correction.
In operation, the center line continues to select high-quality targets for layout, while the short-term can continue to play the stock game, and at the same time prepare for the bargain-hunting and the opening of positions. On the specific target, blue-chip stocks with good performance and excellent performance and growth leaders can give priority attention.
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