On Friday, the stock index gaped higher and oscillated higher, and all three major stock indexes hit new closing highs, with a total turnover of 920.7 billion in the two cities. On the disk, the coal industry, non-ferrous metals, brewing industry, logistics industry and other sectors were among the top gainers, while real estate, education, aerospace, pesticides and veterinary drugs were among the top losers. The daily limit of the two cities was 1 1 1, with five daily limit. Net purchase of northbound funds142.4 billion yuan. The Shanghai Composite Index rose by 1.60% to 3 146.57 points, while the Shenzhen Component Index rose by 1.82% to1454.53 points, a record high of 1.69%.
market outlook
Today's LPR quotation is "1 year LPR 3.70%, last time 3.70%, varieties over five years 4.45%, last time 4.60%", which is the second downward adjustment this year. Looking back, before the asymmetric decline of LPR, the decline of LPR in 1 year was generally more than five years, but the pace of interest rate reduction of LPR this time was completely different. 1 year LPR interest rate has not been lowered, and the 5-year LPR has been lowered once 15 BP, with a considerable rate cut. This will help banks actively reduce the interest rates of medium and long-term loans such as personal mortgage loans and enterprise medium and long-term loans, reduce the cost of medium and long-term liabilities of enterprises, and promote the implementation of "wide credit". The monetary policy has obviously changed from "wide money" to "wide credit", which eased the obvious decline of economic indicators such as demand, investment, production and export in April, thus increasing the efforts to stabilize the economy. Encouraged by this, the stock index showed a rare gap volume in the near future, and individual stocks and sectors generally rose. The net purchase of funds in the north was the largest since this year. Technically, the Shanghai Composite Index and Chuangzhi Index paid attention to the watershed of the market trend at 3 14 1 0 and 24 10 respectively, and the rebound market has been upgraded from the bottom trend of 5 minutes to the bottom trend of 30 minutes. At present, it takes 30 minutes to consolidate the B market. If the market prospect evolves into an upward trend, it can be achieved by going up a flight of stairs again.
Operation strategy
It is suggested to focus on the rotation opportunities of rail stocks, infrastructure and consumption, including photovoltaic, wind power, new energy vehicles, semiconductors, electrical equipment, nonferrous metals, chemicals, real estate, construction, liquor and assisted reproduction.
Guangfa? Luo limin, senior investment consultant of securities, with the practice certificate number s0260611010126.