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Downgrades to boost a share in the spring, the agency is closely monitoring the structural stocks stocks |躁动 |股股 | _ 新浪 新闻 机构


Original title: RRR cut to boost a share in the spring, the agency is seeing close the stock market

Our report To report Shenzhen Jiexue


Before qualitative change, the wind is still the most control line & # 39; important life organization in 2019.

The positive public sentiment caused by RRR brought a certain degree of & # 39; emotional stimulation market.

On 7 & # 39; in January, although the market opened slightly higher, last, but still maintain a high momentum throughout the day. At the close, the Composite Index of & # 39; & # 39 Shanghai rose; from 0.72% to 2533.09 points; the Component Index & # 39; & # 39 Shenzhen rose; from 1.58% to 7400.2 points; the GEM index rose & # 39; from 1.84% to 1268.06 points.

The slight increase in the Composite Index of Shanghai is mainly due to pulling heavy weights. Among them, Xinhua Insurance (601336.SH) once hit limit down, and led to all non-banking financial and banking sectors as a whole, and made pressure on the wider market & # 39 ;.

B & # 39; sharp contrast, the thematic stocks on 7 & # 39; January were particularly & # 39; eye, b & # 39; 5G, the Internet & # 39; Goods, the UHV and many other sectors who have a wave of & # 39; rises and falls.

Many buyers and sellers analysts and institutions believe that the market basically confirmed the resumption offensive that began after 2440 Friday. The jump in stages is expected to continue spreading. The highly elastic sector is sensitive to capital and liquidity will be more opportunity. However, given the current funding is very active, and pressure & # 39; below on the economy still exists, the time and space to recover yet wait and see.

Before qualitative change, the wind is still the most control line & # 39; important life organization in 2019.

Large stocks and thematic Stocks

Among the 28 sectors of industry level Shenwan, there were only two sectors on 7 January closed: non-bank finance and banking.

Among these, non-bank financial sector fell & # 39; b & # 39; 0 0.99% in the morning, and fell & # 39; b & # 39; 0.35% at closing; the banking sector also fell to 0.53%, and finally decreased slightly by 0.22% in late stage.

After the stagnation of financial stocks, the impact of the collapse of the flash & # 39; Xinhua Insurance can not be ignored. After the game, the top five positions are all selling specific seats agencies, b & # 39; total net amount of & # 39; sales & # 39; 697 million yuan.

"Reducing & # 39; Insurance & # 39; Xinhua, first, is related to the market according to its president Wan Feng can & # 39; not re-elected. On the other hand the other, the market share & # 39; Xinhua Insurance decreased continuously in recent years, and the last statement & # 39; Wanfeng aggravated the concerns of & # 39; the organization on its decline in profitability. Finally, resulted in a collective sale. "investment director of public equity in South China looked on 7 January.

The person mentioned above stated that "there is another factor that deserves attention at the beginning of the year is the transfer of & # 39; institutional funds. B & # 39; in particular, some stocks with & # 39; & # 39 more positions in, one institution may be subject to greater period & # 39; time due to the speed & # 39; institution. Shock. "

Compared with the collective weakness of major financial stocks, thematic stocks can be described as booming everywhere. Among them, the most representative of stocks & # 39; 5G concept (600776.SH) has & # 39; again & # 39; increased in 7 & # 39; In January, from the bottom & # 39; last October, the increase was close to his & # 39; 300%; Stocks & # 39; UHV concept (601700.SH) has also been updated for 7 consecutive days.

The fund & # 39; Haifutong Zhou Xuejun on 7 & # 39; January said that "policy & # 39; this cycle & # 39; hedge & # 39; reducing the economic downturn has changed in the structure. The South Central Economic Work Conference also indicated that it is necessary strengthen the countercyclical adjustment, while emphasize new infrastructure investment or becomes stable investment. important Fuskru to stabilize the economy, accelerating the pace of 5G marketing, and strengthening the construction of & # 39; new infrastructure such as artificial intelligence, industrial Internet, and the Internet of Things. Therefore, such sectors become a hot spot market short & # 39; time. the representative of the growing industry is also in line to the transformation and direction upgrading of China. "

Market shares of individual or key tone

Signal that deserves attention on 7 January was that the market volume continued with the trend amplification Friday.

On the same day, the share market & # 39; Shanghai was 145.5 billion yuan, and market turnover & # 39; Shenzhen was & # 39; 202.4 billion yuan. The total turnover of & # 39; 347.9 billion yuan, an increase of & # 39; nearly 25 billion yuan from last Friday. In the previous trading day, which increased last Friday, the two cities only sold a total of 226.6 billion yuan.

Some agencies indicated that on 7 January, the price and the market price rose, basically confirm that is the bottom of the market. At least it can not be denied that the funds began to be hunting for negotiations. Moreover, in the case of & # 39; major losses in the insurance market share, the market still can & # 39; keep the current model, which is & # 39; applauded. This is also a strength test of market recovery. The market staged a recovery has been completely rolled.

However, where will the market after recovery? Concerns about the slowdown of corporate earnings kept the institution cautious on A share market in 2019.

Number & # 39; fund managers & # 39; public equity interviewed by the 21 Century Business Herald all said 2019 is still the end of the year, and the market is still at the stage of restoration of the assessment for most of the time, so the opportunity & # 39; this year is mainly structural market share.

According to interviews by various parties, varieties & # 39; high elastic represented by 5G and semiconductor technology, such as infrastructure, nuclear energy, railway crossings, etc., Which are widely related to policies & # 39; stability, and b & # 39; greater correlation with domestic demand now are more affected. Public offerings are optimistic about the direction of investment in 2019. Among these, especially technology stocks involved in the conversion of & # 39; old and new kinetic energy in China, especially highly respected.

"In 2019, on the one hand, we must focus on areas where long-term space is represented by 5G and semiconductors. They are affected by trade disputes in the short term, but also see positive aspects. For example, Tesla is building factories in -Ċina and is put into production. as soon as & # 39; is, can & # 39; it seems that the conflict between China and the United States in the area of ​​& # 39; new not so energy obviously, so it can & # 39; there are opportunities for less risk in & # 39; this area; on the other hand, areas with & # 39; relatively high domestic demand are also worthy of note, such as the first the business model and enterprise & # 39; improvements in line consumption, in 2018, mustard, soy sauce, etc., can be seen in the field of textile and clothing this year. "on 7 & # 39; January, director & # 39; investment & # 39; public equity southern China said.

Under strict risk control, the opportunity to find individual stocks will be the main line competition among the institutions in 2019.

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