2024.3.25
Domestic market index for the week
(Data source: Wind, 2024.3.18-3.22)
Macro markets
The two markets showed a volatile and weakened trend last week.
● In the first four trading days, the two markets fluctuated. On the disk, the industry sector rose more and fell less. The media sector led the gains, the KIMI concept was active, the agriculture, forestry, animal husbandry and fishery sectors rose significantly, and the pork direction continued to improve; the comprehensive, social, and computer sectors led the gains; and most sectors such as automobiles, electronics, and building decoration followed the index. The household appliances sector led the decline, while the building decoration, medicine and biology, and beauty care sectors performed poorly.
● On the last trading day, the two markets fluctuated at a low level. On the disk, the industry sector generally closed down. The media sector continued to lead the gains, with the concept of KIMI continuing to be hot, the concept of computing power being partially active, the theme of memory chips changing, and the coal and home appliance sectors performing relatively well. The non-ferrous metal sector continued to lead the decline in the two cities; the performance of the new energy track was weak, and the direction of photovoltaic and new energy vehicles performed poorly; the agriculture, forestry, animal husbandry and fishery sectors that performed well in the previous few trading days also suffered adjustments; the non-bank financial sector was sluggish, and the brokerage and insurance stocks were weak. Science and technology stocks showed a volatile and weakening trend this week, with individual stocks falling more and rising less.
Industry sectors
Last week, the sectors with better performance in Shenwan's primary industry included media, agriculture, forestry, animal husbandry and fishery, comprehensive, computer, social services, etc., while the weaker sectors included building materials, medicine and biology, non-ferrous metals, household appliances, and non-bank finance.
International market indices for the week
(Data source: Wind, 2024.3.18-3.22)
Last week, major overseas markets rose, major U.S. markets generally rose, and the Nasdaq fell the most. In Europe, Germany's DAX and Britain's FTSE 100 rose. In the Asia-Pacific market, the Nikkei 225 index rose on the whole week.
The average weekly rise and fall of all types of funds
(Data source: Wind, 2024.3.18-3.22)
Last week, the main fund indexes were mixed, with equity fund indices and hybrid fund indices falling sharply, and bond funds and equity QDII fund indices rising slightly.
Outlook for the market
● Last week, the market was weak, the three major indexes fell across the board, and the trading volume could maintain trillions;
●The market differentiation is more obvious, and the overall weakness of the weighted sectors such as finance and petrochemical has dragged down the stock index, while the media sector continues to strengthen, and the KIMI concept continues to be hot;
● Since February, A-shares have continued to rebound after a slight adjustment, affected by the strong dollar, the RMB once weakened sharply, exchange rate fluctuations or affect the change of market risk appetite, the market may be sideways consolidation in the near future.
Risk Warning: Funds are risky, and investment should be cautious. The above data comes from Wind, Haitong Securities. The opinions and comments provided in this material are for informational purposes only and do not constitute any operational advice or recommendation of the securities mentioned. This information is owned by our company, and without written permission, no institution or individual may make any deletion or modification of the content contrary to the original intention. The fund manager promises to manage the fund assets diligently and responsibly in accordance with the principle of integrity and rigor, but does not guarantee that the fund will be profitable, nor does it guarantee a minimum return, and does not represent an indication or prediction of future performance. Fund investment is risky, please carefully read the "Fund Contract", "Prospectus" and other fund legal documents before investing in the fund.