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Eight daily charts of A-shares: Open the door and win it! The industry theme is full of red. The organization shouted "Spring Quotes 2.0"!

February 11, 2019 22:15
source: Eastern Fortune Network

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Summary
[Every day, eight pictures of A shares: open the door to win! The industry theme is full of red. The organization shouted "Spring Quotes 2.0"! 】 "The year is based on the spring" judgment is being verified, Shen Wan Hongyuan pointed out that the spring market 1.0 plate rotation has been deducted to the middle and the back; the follow-up needs to wait patiently for some actual improvement, opening the spring market 2.0. The spring market may be divided into two stages, the spring market 1.0 has been debuted to the end, after a little rest, the spring market 2.0 can still be expected.

Today (February 11th), A shares lived up to expectations and successfully won the first trading day of the Year of the Pig. apart fromShanghai indexOutside the opening is slightly weaker,GEMIt can be said that it is a temper, grasping the pulse upswing, and then driving the Shanghai stock index to stabilize, and gradually strengthen; the three major stock indexes in the afternoon to make persistent efforts to further expand the gains, the effect of making money is prominent, the industry sector is full of red, the market reappears.

As the Shanghai and Shenzhen stock markets closed all day, the Shanghai Composite Index rose 1.36% to close at 2653.90 points;Shenzhen Stock ExchangeIt rose 3.06% to close at 791.95 points. The GEM index was even more gratifying. It successfully recovered the 1300-point integer mark and rose 3.53% to close at 1316.10.

From the perspective of the disk, pork concept, 5G concept, domestic software, smart wear and other sectors were among the top gainers; while banks and insurance sectors were slightly inferior, and they were fully red-hot.

On the funds side, the first trading day after the Spring Festival holiday, the central bankannouncementIt is said that the current liquidity of the banking system is at a relatively high level and can be absorbed by financial institutions.Deposit reserveThe influence of other factors does not carry out the inverse on February 11Repooperating. In addition, today, 20 billion yuan of central bank reverse repurchase expires, all achieved a net return.

  Hotspots:

The first show of A-shares in the Year of the Pig brought a rare general price increase to investors. The industry and concept sectors rose across the board, and none of the sectors fell.

Among them, the performance of the pork concept section is very surprising. At the close, the stocks of young peas, peasants, animal husbandry, new Wufeng, Tangren, Aonong, Tianbang, Zhengbang, and Muyuan were all rising.

At the same time, the 5G concept sector also performed strongly. As of the close, the company's stocks, such as Bangxun Technology, Dongshan Precision, Chuling Information, Nanjing Panda, Chunxing Seiko, Dongfang Communication, Beibei Communication, etc.

Top 10 in the industry sector (click image for details)

Top 10 in the industry sector (click image for details)

Top 10 in the concept section (click image for details)

Top 10 in the concept section (click image for details)

  Individual stock monitoring:

Main forceNet inflowTop ten (click image for details)

Top 10 net outflows (click image for details)

  Northbound funds:

Foreign capital sweeping is still going on, according to XiaobianOriental Fortune ChoiceThe data shows that today's Northbound funds have once again experienced a large net inflow of funds, with a net inflow of 4.968 billion yuan throughout the day. among them,Shanghai Stock ConnectNet inflow of 1.658 billion yuan,Deep shareThe net inflow was 3.311 billion yuan.

Northbound funds (click image for details)

  Southbound funds:

Southbound funds (click on the image for details)

  News side:

1, according toBrokerChina News, the domestic futures market opened, iron ore rose 7.95%, closing the daily limit, a record high in 23 months. During the long holiday period, international iron ore futures continued to soar last week, setting a new high since August 2014.

2. According to the 21st Century Business Report, after the high ticket price broke through the daily box office record, the Spring Festival file market went down all the way. According to Yi En data, the total box office of the Spring Festival in 2019 was 5.823 billion, a year-on-year increase of only 0.9%, and the number of people watching the movie was 130 million, down 10.5% year-on-year, 15 million fewer than the 2018 Spring Festival, and the average fare was 44.8 yuan. The year-on-year growth was 12.8%, with an average of 45 people per game, down 27.4% year-on-year, and the attendance rate was 35.5%, down 25.1% year-on-year.

3. According to the First Financial Report, with the beginning of the first working day after the New Year holiday on February 11, the local bond issuance in February will continue the hot market in January, and fund the local government major projects and people's livelihood security projects. , supplement the infrastructure to build a "short board" steady investment.

  Institutional perspective:

The judgment of "One year is in spring" is being verified.Shen Wan Hongyuan pointed out that the spring market 1.0 plate rotation has been deducted to the middle and the back; the follow-up needs to wait patiently for some actual improvement, and open the spring market 2.0.The spring market may be divided into two stages, the spring market 1.0 has been debuted to the end, after a little rest, the spring market 2.0 can still be expected. The spring market 1.0 has been debuted, and a little rest is a healthy state. The basis of the spring market 1.0 is “reformed expected fermentation + improved liquidity environment”, and the core market is characterized by “the sector is rising and becoming unchanged”.

Guohai Securities believes that due to the positive stimulus at the policy level before the Spring Festival, and some sectors have already come out of relatively independent markets, such as chickens, new energy and other themes, and the above-mentioned sectors are not purely themed speculation, so We believe that the market will continue to rise in the next few weeks, and with the evolution of individual stocks and industry differentiation, there may be more sectors out of relatively independent market.

In addition, Soochow Securities also said that from the perspective of market history, the first quarter often has a strong money-making effect, and this logic is still valid. In terms of structure selection, based on the macroeconomic background of 2019, growth stocks are clearly dominant. Specific to the sub-sectors, we are optimistic about the direction of technology diffusion, development sustainability and economic dominance, focusing on military, cloud computing, semiconductor, electric vehicles, intelligent manufacturing, 5G and so on.

(The content of the article is for reference only. For the stocks mentioned in the article, it does not constitute investment advice. Investors operate according to this, at their own risk.)

                (Editor: DF150)

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