On Tuesday, the index continued to rebound, and the three major stock indexes all closed at the Yangxian line, with a turnover of 749.4 billion in the two cities. On the disk, Xinjiang, aerospace, public utilities, medical beauty and other sectors were among the top gainers, while landscape engineering, environmental protection engineering, carbon trading and intellectual property rights fell. There were 74 daily limit and 30 daily limit in the two cities, and the net inflow of northbound funds was 3.8 billion. The Shanghai Composite Index rose 0.62% to 3,456.68 points, the Shenzhen Component Index rose 0.85% to13,888.44 points, and the Shanghai Composite Index rose 1.37% to 277 1.32 points.
market outlook
Today, as a whole, Baotuan shares rose and rebounded, driving the stock index to open lower and go higher, further promoting the index. Despite the lack of trading volume, the market sentiment has not diminished and the rising sector has spread. In addition to the Xinjiang plate, power, coal, military industry, medical beauty, rare earth, nonferrous metals, steel, cement, gas, Tibet and other sectors with heavy fund positions also performed well, with opportunities concentrated in carbon neutrality, procyclicality and core assets. In the news, the Ministry of Ecology and Environment issued a notice on the "Provisional Regulations on the Management of Carbon Emissions Trading (Revised Draft)" for public consultation. At present, the trading system built in Shanghai and the registration system built in Hubei are stepping up the comprehensive joint debugging test, which will be launched at the end of June. By then, the national carbon market will become the largest carbon emission trading market in the world; Electricity and environmental protection are the main battlefields, accounting for the largest share of carbon emissions. At the end of the session, we also saw the electricity hot stocks staged by Diwang, which once again led to the rebound of the carbon-neutral plate and vividly interpreted the market. In the future, with the nationwide promotion of carbon trading, carbon financial products such as carbon futures, carbon options, carbon forwards, carbon funds and carbon indexes will also usher in the stage of innovation and development, which can be extended to dig deep into relevant investment opportunities. The market has entered a technical rebound cycle. Last week, the central bank once again proposed to maintain a reasonable and abundant liquidity, which injected confidence into the market. The B wave rebound of group stocks also started as scheduled, which is expected to further boost and deepen the rebound market.
Operation strategy
It is suggested to continue to pay attention to carbon neutrality and procyclicality, pay attention to power, environmental protection, nonferrous metals and rare earths, pay attention to theme stocks of Xinjiang, medical beauty and military industry, pay attention to growth stocks with matching performance of some core assets repair, and "small but beautiful" stocks with small market value and high growth. Luo Limin, investment consultant of GF Securities, with the practice certificate number of 0260611010126.