Affected by the good news, the three A-share indexes165438+1October 29th collectively opened higher. In early trading, the two cities opened higher and went higher, rising sharply and stepping out of the unilateral rising market. In the afternoon, the two cities maintained a high volatility pattern, and eventually the two cities closed up sharply, and the real estate and tourism sectors broke out.

At the close of1October 29th 165438+, the Shanghai Composite Index rose 2.3 1% to 3 149.75, a two-month high. The Science and Technology Innovation 50 Index rose by 0.97% to 1002.45; The Shenzhen Component Index rose 2.4% to 1 1089 438+0. Growth enterprise market index rose 1.78% to 2339.79 points.

Statistics show that 4 18 1 stock in the two cities rose, 734 stocks fell and 72 stocks were flat.

165438+1On October 29th, the total turnover in Shanghai and Shenzhen stock markets was 968 1 billion yuan, an increase of 209.8 billion yuan over the previous trading day. Among them, the turnover in Shanghai Stock Exchange was 439,654.38 billion yuan, an increase of 654.38 billion yuan compared with 338.5 billion yuan in the previous trading day, and the turnover in Shenzhen Stock Exchange was 529 billion yuan.

There are 132 stocks in Shanghai and Shenzhen stock markets * * *, with an increase of more than 9%, and two stocks have fallen by more than 9%.

Northbound Capital165438+1entered the market unilaterally in the early morning of October 29th, with a net purchase of 9.806 billion yuan. Among them, the net inflow of Shanghai Stock Connect was 5.777 billion yuan and that of Shenzhen Stock Connect was 4.028 billion yuan.

Real estate and finance led the rise, while public utilities fell against the market.

In terms of sectors, over 30 stocks, such as real estate, Tefa Service (3009 17), Rong Sheng Development (002 146), SIIC Development (600748) and Jinke (000656), have daily limit. In the news,165438+On June 28th, the CSRC shot the third arrow and decided to adjust and optimize five measures for equity financing of real estate enterprises, which will be implemented from now on.

Non-bank financial and banking stocks, led by brokers, also rose sharply, with Bank of Ningbo (002 142) and Huaxi Securities (002926) having daily limit, while Qingdao Bank (002948), Ping An Bank (0000 1) and COFCO Capital (002423) once had daily limit.

The utility sector led by electricity fell against the market, with Huaneng International (6000 1 1), huadian power international (600027) and Shengtong Energy (00 133 1) falling by over 5%.

The shipping sector also fell against the market, with COSCO Haineng (600026) falling more than 6%, China Merchants Steamship (60 1872) and China Merchants South Oil (60 1975) falling more than 2%.

The A-share market may be expected to repeat the reversal level.

China Merchants Securities pointed out that the latest data showed that the scale of private equity funds was greatly reduced in June 5438+ 10, and the positions continued to decline in the past two weeks. Domestically, the central bank decided to reduce the deposit reserve ratio of financial institutions by 25BP from June 5438 to February 5, 2022, and continue to maintain a reasonable and sufficient liquidity. The A-share secondary market can track the decrease of net inflow of capital supply and demand, and the continuous net inflow of funds and ETFs from the north. Overseas, the minutes of the Federal Reserve 165438+ 10 meeting confirmed the "dove" tendency, the expectation of aggressive interest rate hike by the Federal Reserve continued to slow down, and the US dollar index continued to fall. This week, we will focus on the non-farm employment data of the United States 165438+ 10.

Guo Jin Securities believes that the A-share market may be expected to repeat the reversal level. If the end of April this year is regarded as the bottom of the medium-term market, then the current double dip in the market will end. Referring to the market deduction after the mid-term bottom of 20 18 and March 2020, the market will experience an obvious reversal, such as the reversal of nearly a thousand points in February-April of 20 19 and the reversal of nearly a thousand points in July 2020. After the rebound after May-June this year, will there be a similar reversal in the future? Next quarter's market is worth looking forward to. Focusing on the layout of the idea of "brokerage +X", closely following the layout of national industrial policies in the medium term, and the safety development areas such as industrial chain supply chain security are worthy of attention. 1) brokerage, gold; 2) Computer, communication, photovoltaic energy storage and machinery.

Northeast Securities pointed out that yesterday's trend roughly verified the mentality of repeated movement of funds without leaving a gap under the stock game; It is expected that the short-term market will still be dominated by the consolidation form of stock game. It is expected that the market will rotate repeatedly among the main lines of epidemic improvement, steady growth and safety.

Orient securities believes that investors need not be overly bearish. With the implementation of "16" and the refinancing of listed real estate enterprises, the economy is expected to recover, and the resilience of medium-term economic recovery still exists. In addition, the monetary policy is gradually relaxed, and the A-share valuation repair market is expected to come. In terms of industry allocation, we will continue to pay attention to the real estate chain related to medical and high-end manufacturing with stable real estate and improved prosperity.

Everbright Securities suggested that the index should fluctuate to the bottom, and pay attention to the key points to operate back and forth. It is suggested that it is a good strategy to do trend reversal and low suction around three main lines. Tourism consumption repaired after the epidemic, food finance in the oversold white horse, energy storage in track stocks, and low-sucking opportunities can all be concerned.

Related reports: the market ushered in a daily limit of 100 shares, and short-term emotions entered an active area, paying attention to the theme rotation rhythm.

The "third arrow" of the property market falls in the real estate field. What signal? Experts think so.