Disk observation
The stock indexes fluctuated and rose on Tuesday. The three major stock indexes all closed with a positive line, and the turnover of the two cities was 1.2664 billion. Looking at the disk, the food and beverage, brewing industry, agriculture, animal husbandry, feeding, fishery, and security equipment sectors were among the top gainers, while coal mining, power industry, public utilities, and petroleum industries were among the top losers. There were 98 companies in the two cities that reached the daily limit and 32 companies that fell below the limit. There was a net outflow of northbound funds of 4.4 billion. The Shanghai Composite Index rose 0.73% to 3528.68 points, the Shenzhen Component Index rose 2.16% to 15147.6 points, and the Chuang Index rose 0.65% to 3097.98 points.
Outlook for the market outlook
A-shares have experienced four consecutive positive trends today, and the small and medium-sized board index has soared 3.62%. Low-priced stocks have continued to make up for their gains, and high-priced stocks have diverged. It is still benign, and the overall trading volume continues to increase. Although there are signs of switching between high and low, it is too early for such trading volume and daily limit numbers to ebb. The market continues to drink and eat meat. Looking at the market, agricultural consumption of pork, dairy, liquor and other large consumption continues to rise sharply. The listing of pork futures this Friday stimulated the leading pork stocks to rise for two consecutive days, and two leading dairy companies have carried out reforms on their white milk products. The 3-5% price increase encouraged the consumer sector to rise; semiconductors and electronic components also performed well. They are the sectors with the most obvious capital flows when the market switches high and low. However, companies with performance support and growth potential must be selected as the first choice. , and we should pay attention to whether the volume is high at a low level, which is the most critical factor. On the other hand, the coal, electricity, automobile and other sectors have experienced too much recent gains and have fallen sharply, which once caused the stock index to fluctuate in early trading. Overall, the market has differentiated as expected, with funds continuing to focus on major lines and leading stocks in various industries. A-shares are expected to continue to fluctuate upward and launch a spring offensive. There are still many structural opportunities; at the same time, it should be noted that the switch between high and low seems to be slowly taking shape. , the follow-up operation idea is still biased toward selling high and buying low, gradually buying up the short-term gains in huge varieties, and buying low in the second half of last year, fully adjusting to low-valued sectors.
Operational strategy
It is recommended to pay more attention to Xinchuang, semiconductors, 5G, consumer electronics, securities companies, military industry, etc., and large consumers to focus on relatively low-level pharmaceuticals, food and beverages, and new energy. The sector continues to explore varieties that have not yet started or have not yet surged.
Guangfa Securities Investment Consultant Luo Limin, practicing certificate number: 0260611010126