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The three major A-share indexes collectively closed up Digital currency concept stocks set off a rising tide

author:Financial Investment News

The three major A-share indexes closed up collectively today, of which the Shanghai Index rose 0.79% to close at 3479.95 points; the Shenzhen Component Index rose 1.55% to close at 13531.31 points; the ChiNext Index rose 1.30% to close at 2883.60 points. The market turnover reached 931.8 billion yuan

On February 9, the three major indexes closed higher collectively. The Shanghai Composite Index rose 0.79% at 3479.95 points. The SZSE index rose 1.55% at 13531.31 points. The ChiNext index rose 1.30% at 2883.60 points.

On the disk, digital currency, civil explosion concept, mobile payment and other sectors led the rise in the two markets. Road and railway transport, banking and other sectors fell in the front.

As of the close, the ratio of all traded stocks in Shanghai and Shenzhen was 3546:995, and the two cities were up and down 115, and 6 were down.

In terms of northbound funds, the net inflow of northbound funds exceeded 4.5 billion yuan throughout the day, of which the inflow of Shanghai Stock Connect exceeded 2.8 billion yuan and the inflow of Shenzhen Stock Connect exceeded 1.6 billion yuan.

In terms of individual stocks, today's up and down stocks are as follows: Jiangte Motor (10.00%), Jinglan Technology (10.10%), China Mobile (10.00%), Cuiwei (10.00%), Jingjing Pharmaceutical (9.98%).

The top five stocks with turnover rates were: AsiaInfo Security, Hualan Group, Bank of Lanzhou, Shipu Inspection, and Zhongyan Dadi, which were 87.502%, 74.816%, 66.196%, 55.425%, and 51.089% respectively.

Huaan Securities believes that the recent high-density and frequent shouts at the decision-making level to increase macro policy regulation and control will greatly boost market confidence and become the core support for A-shares to re-strengthen and interpret the restless market. Liquidity is still easing. In the context of the continuous increase in the steady growth policy, monetary policy will give financial cooperation, and the central bank's reduction of various policy tools such as MLF, OMO, 1/5-year LPR and other benchmark interest rates in January has confirmed liquidity easing. There is still a possibility of rRR cut in February, and the MLF is also expected to exceed the quota, and liquidity continues to maintain an abundant environment. Judging as a whole, under the multiple support of policies continuing to strengthen and abundant liquidity, the spring restless market will still be deduced.

In terms of investment strategy, Industrial Securities said that on the one hand, it grasps the low valuation repair market such as financial real estate, and on the other hand, it lays out "small high-tech" with long and short and low prices. In the long run, focus on the five major directions of scientific and technological innovation. 1) New energy (new energy vehicles, photovoltaics, wind power, UHV, etc.), 2) a new generation of information and communication technology (artificial intelligence, big data, cloud computing, 5G, etc.), 3) high-end manufacturing (intelligent CNC machine tools, robots, advanced rail equipment, etc.), 4) biomedicine (innovative drugs, CXOs, medical equipment and diagnostic equipment, etc.), 5) military (missile equipment, military electronic components, space stations, space shuttles, etc.).