Brief description of disk
The two cities fluctuated higher, with the Shanghai Composite Index regaining 3 100 points and the Shanghai Composite Index 50 leading the gains. On the disk, nonferrous metals, aerospace, petroleum, tourist hotels, steel, insurance, coal and wine-making were among the top gainers; In terms of concept stocks, large aircraft, domestic chips, combustible ice, scarce resources, shale gas and super brands were among the top gainers. At present, the short-term bottom of the market has been proved, and investors are advised to participate in the rebound appropriately. In operation, bargain hunting focuses on small-cap stocks and high-growth stocks in emerging industries.
Plate and news
Domestic chips strengthened: Yangming Circuit, Asahi Technology, National Technology, Dagang Shares, Bichuang Technology and other daily limit. Non-ferrous plate upward: Ding Sheng New Materials, Guiyan Platinum, Zhongyuan New Materials and other daily limit.
1, Development and Reform Commission: The impact of Sino-US trade friction on China's economy is limited and controllable.
The recent Sino-US trade friction has limited and controllable influence on China's economic operation, and the National Development and Reform Commission is confident, qualified and capable of maintaining a stable economic operation.
2. Tax reduction and fee reduction were accelerated. More than 70% of the trillion-dollar target has been achieved.
This year, the government's trillion-yuan tax reduction and fee reduction measures have been implemented by more than 70%. These policies are mainly aimed at manufacturing, transportation, construction and other industries, especially high-tech manufacturing and strategic emerging industries. At the same time, relevant operational documents are being formulated.
3. Development and Reform Commission: It is studying and approving the pilot scheme of mixed reform of enterprises owned by nine central enterprises.
Solidly organize and carry out the third batch of pilot work of mixed ownership reform of state-owned enterprises. The third batch of pilot enterprises 3 1 home. Among them, 9 of 10 central enterprises have submitted pilot schemes, which are being studied and approved; Among the 2 1 pilot enterprises of local state-owned enterprises, the1pilot scheme has been approved by the provincial (district) government, and the rest 1 1 enterprises are going through the examination and approval procedures.
Viewpoint analysis
The two cities fluctuated higher, with the Shanghai Composite Index regaining 3 100 points and the Shanghai Composite Index 50 leading the gains. On the disk, nonferrous metals, aerospace, petroleum, tourist hotels, steel, insurance, coal and wine-making were among the top gainers; In terms of concept stocks, large aircraft, domestic chips, combustible ice, scarce resources, shale gas and super brands were among the top gainers.
Domestic chips strengthened: Yangming Circuit, Asahi Science and Technology, National Technology, Dagang and Bichuang Technology had daily limit, while Nasda, Beifang Huachuang, Taiji and Sheng Bang led the gains. Domestic software went higher: Taiji shares rose daily, led by China Software, Chengmai Technology, Beixinyuan, Huasheng Tiancheng and Visteon.
Non-ferrous plate rose strongly: Ding Sheng New Materials, Guiyan Platinum and Zhongyuan New Materials had daily limit, while Electrical Alloy, Yunnan Aluminum, Changaluminum, China Aluminum, Shenxinxing and Shenhuo performed better. Recently, the price of non-ferrous futures has been rising, and nickel rose by 1 1% yesterday, which has formed a favorable stimulus for the non-ferrous sector.
Aerospace sector rose: AVIC Shen Fei, AVIC Electronics, Aerospace Electronics, AVIC Electromechanical and AVIC Aircraft performed well.
I think the stock index is currently in a big box, and the technical trend is getting weaker and weaker with the extension of adjustment time. On Tuesday, the central bank lowered the deposit reserve ratio in a targeted manner, which brought a short-term boost to the market and accelerated the bottoming process. But it is not enough to change the current consolidation pattern of the market. The bottom rebounded, and the stock index continued to rebound after a slight intraday decline, indicating that the short-term bottom was proved. In operation, investors are advised to control their positions and pay attention to the growth stocks in the seven emerging industries.