On Monday, the Shanghai and Shenzhen stock markets opened their doors after the festival. Although earlyThe Shanghai Composite IndexThe impact of the heavyweight adjustment has slightly opened, but then it has turned from weak to strong under the enthusiasm of the market, and returned to the semi-annual line; the GEM isthemeDriven by the collective recovery, the stocks held high and unilaterally strengthened, rising more than 4% throughout the day. Northward funds continue to maintain a strong inflow pattern, as of the close,Shanghai Stock ConnectNet inflow1.658 billion yuan,Deep shareThe net inflow was 3.311 billion yuan.
On the plate, the theme stocks passed the end of January.PerformanceAfter the bath, it ushered in a strong rebound. From the perspective of the concept sector, pork concept stocks led the two cities, smart wear, 5G, chips and other gains.Young eagle farmingStraight line sealing in the morning,New Wufeng,Tang god,Ao Nong BioWait for nearly 10 stocks to be sealed at the daily limit, except*ST KangdaThe rest of the stocks have been closed in red, and the sector effect is more obvious. In addition to being affected by the Spring Festival effect, the strong rise in pork concept stocks is more consistent with expectations of future pork price increases, so it is clearly independent of the broader market. For 5G, chips, etc.New baseThe collective strength of the construction branch is mainly affected by the expectations of the two associations. After all, from the perspective of the policy orientation of the local two conferences, this year's new infrastructure construction and infrastructure construction have become the top priority. It is not ruled out that the time window of the two sessions will intensify.
Shanghai index: The market opened slightly lower today and then rose straight, and finally closed with the bald line of the bald head. However, from the technical trend, the stock index will face the suppression of the downtrend line and the transaction-intensive area on the left side after today’s strong pull. If the current situation is not accelerated, the risk may be adjusted in the short term, but even if the double bottom pattern has already formed, the next chance is still greater than the risk.
GEM: The GEM has shown signs of accelerating after the unilateral rise of the last trading day before the holiday. It is back above 1300 points with the volume of the transaction. In the short term, there is a possibility of testing the 1400-point integer mark, but the previous downtrend line The pressure nearby is still not to be underestimated.
On the whole, Boxing Securities believes that the Shanghai and Shenzhen stock markets will welcome the opening of the Year of the Pig to provide some support for the enthusiasm of short-term hot money. At the same time, from the perspective of financing balance, it will hit a low of 710 billion before the holiday. It is expected to boost the stock index further. It is only from the time period and the current environment of the market, especially in the context of the gradual approaching of the third round of consultation time, the stock index is under pressure in the short term, so it is not appropriate to blindly pursue the strategy. However, with the gradual improvement of the money-making effect, once the adjustments are made, investors in the light warehouse and short positions are expected to usher in the opportunity of the bargain-hunting intervention, and then keep up with the spring.
Institutions look forward to the market>>>
(Article source: Bo Xing investment)