Opening: Shanghai index up 0.3% ChiNext index rose more than 1%, ultra-high voltage sector led the rise

Financial circles January 12 news Today's three major A-share indexes collectively opened high, the Shanghai index rose 0.3% at 3578.16 points, the Shenzhen component index rose 0.66% at 14316.53 points, the ChiNext index rose 1.16% to 3091.67 points; on the disk, UHV, energy metals, blind box economy, batteries, mining industries and other sectors rose in the front, radio and television, traditional Chinese medicine, glass glass fiber, in vitro diagnostics, cement building materials, real estate development and other sectors fell in the front.

FTSE China A50 futures opened up 0.35%. Hong Kong's Hang Seng Index opened up 1.39%. Japanese and South Korean stocks opened higher, with the Nikkei 225 opening up 0.8% at 28,449.53. South Korea's KOSPI index opened up 0.85% at 2952.27 points.

Overnight, the three major U.S. stock indexes opened low and went high, and the whole line closed higher. As of the close, the Dow was up 0.51 percent, the NASDAQ was up 1.41 percent and the S&P 500 was up 0.92 percent.

【Institutional Perspective】

Soochow Securities believes that on Tuesday, the two markets reproduced a weak adjustment pattern, the market sentiment was poor, and the continuous killing and falling since the beginning of the year has greatly hit the willingness of funds to go long. Under the weak pattern, the overall situation is presented as a defensive plate. However, from the perspective of historical data, the years that fell rapidly at the beginning of the previous year have a good spring ploughing market after the Spring Festival, so there is no need to be too pessimistic. Short-term investors need to continue to control their positions and seize the opportunity to rebound after the market stabilizes.

Guosheng Securities pointed out that since the beginning of the year, overseas U.S. stocks and A shares have seen a certain adjustment, market sentiment is sluggish, the structural main line has also shifted from high growth to low valuation, with the introduction of more stable growth policies and results, investors' risk appetite or gradually rebound, considering the pre-holiday effect, before and after the Spring Festival or become an important stage low in the market, investment is recommended to maintain a balanced allocation of growth and value. Operationally, before the market effectively breaks through, it is still necessary to control the overall position suitable for low suction, "steady growth" will become the main logic driving the operation of the market, pay attention to traditional infrastructure such as building materials, as well as new infrastructure such as wind power and photovoltaics, it is recommended to combine the performance of cost performance, appropriate layout of food and beverage, medicine, home appliances, automobiles and other consumer sectors.

Zhongyuan Securities pointed out that on Tuesday, the A-share market rushed higher and encountered resistance, a slight shock downward, the morning stock index opened slightly lower, the Shanghai index hit 3600 points above several times in the intraday without success, with the new energy, military and semiconductor industries falling in turn, dragging the stock index down step by step, intraday banking, medicine and non-ferrous metals and other industries rose against the trend, the Shanghai index short-term continued to oscillate around the half-year line consolidation. On Tuesday, the trading volume of the two markets was 1.05 trillion yuan, basically maintaining the recent average level, and the characteristics of the stock game are still significant. At present, the hot spots that lead the rise continue to rotate rapidly, the market money-making effect is weak, and the mentality of investors holding currency is heavy. Investors are advised to maintain a cautiously optimistic attitude, control their positions and balance their allocation. It is expected that the shanghai index short-term small shock is more likely, and the short-term small consolidation of the ChiNext market may be larger. It is recommended that investors pay attention to investment opportunities in industries such as engineering construction, cement building materials, pharmaceuticals, fertilizers and non-ferrous metals in the short term, and continue to pay attention to investment opportunities in undervalued blue-chip stocks in the middle line.