On Monday, the stock index continued to rise unilaterally, and the three major stock indexes all closed at Zhongyang Line, with a turnover of1164.4 billion. On the disk, agriculture, animal husbandry, feeding and fishing, aerospace, wine-making industry and non-ferrous metals were among the top gainers, while insurance, banking, real estate and decoration were among the top losers. The daily limit of the two cities was 136, and the daily limit was 14. The net outflow of funds from the north was 540 million. The Shanghai Composite Index rose 0.86% to 3,502.96 points, the Shenzhen Composite Index rose 2.47% to14,827.47 points, and the Shanghai Composite Index rose 3.77% to 3,078.11point.

market outlook

A shares rose sharply today, and the index rose 4% in intraday trading. What is even more gratifying is that the turnover has exceeded one trillion, the real volume and price have risen together, and the stock index has soared, which has not appeared for a long time. First of all, the top consumer sectors such as chicken, pig and wine can be said to be a forecast of the Spring Festival market; Secondly, on the weekend, Tesla announced that the price of Model Y had been greatly lowered by 654.38+0.65 million, and the pre-sale volume exceeded expectations, which triggered a surge in related stocks of Tesla plate; Thirdly, the military sector will bring continuous orders due to future upgrading, which is also the top gainer; The largest increase in nickel futures was 3.68%, which also stimulated the collective strength of non-ferrous metal plates; There are also photovoltaic plates and brokerage plates, and many leading companies hit the daily limit; It can be said that strong plates are blooming everywhere. Technically, the stock index broke through the sideways consolidation platform in the second half of last year, and has stepped out of the upward breakthrough market, and the mid-term probability of the market outlook will continue the upward trend; From the beginning of each year to before the Spring Festival, the customary liquidity is abundant, and this year's Spring Festival is late. It is expected that the market before this year may be better than in previous years. However, due to the continuous rise of the market, to a large extent, institutional stocks continued to contribute the most, and institutions were used to changing positions and exchanging shares at the beginning of the year. After the enthusiasm, market shocks are inevitable. In operation, we still need to be more cautious, and it is not appropriate to excessively chase stocks. From the perspective of position structure, it is suggested to pay attention to the transformation from high position plate to low position plate.

Operation strategy

It is recommended to pay more attention to stocks that have not started or soared in sectors such as large consumption, military industry, new ventures, semiconductors, 5G, electronic consumption, brokerages, and new energy vehicles. Luo Limin, investment consultant of GF Securities, with the practice certificate number of 0260611010126.