A-share resumption|3100 points gained and lost, foreign institutions are still bullish
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In addition, Nomura Orient International Securities said that A-shares are expected to stabilize and continue to rebound in the second quarter. Meng Lei, a China equity strategy analyst at UBS Securities, also believes that a new round of rebound may be brewing. Goldman Sachs said in a recent report that it expects A-shares and H-shares to have potential upside of 12% and 8% respectively in the next 12 months. Morgan Stanley Fund also believes that starting in the second quarter of this year, it is expected that China's PPI and other indices will begin to rise, and the earnings of listed companies will improve significantly.
In terms of major funds, funds favor industries such as minor metals, energy metals, and securities, while funds flee to industries such as electric power, semiconductors, and engineering consulting services.
Institutions look at the market outlook
Huatai Securities: In the short term, the market for small-capitalization stocks may usher in an over-falling rebound
Huatai Securities pointed out that in recent days, the market has fluctuated violently, and the large and small markets have been significantly differentiated. In particular, micro-cap stocks fell sharply, once again approaching the position of early February. The regulator once again spoke out, saying that the adjustment of the delisting index is aimed at increasing efforts to clear out the "zombie shell" and "black sheep", not for "small-cap stocks". In the short term, the market of small-capitalization stocks may usher in an over-falling rebound, and in the long run, high-quality white horse stocks may receive more financial attention. The positive impact of the introduction of the nine articles on A-shares will be long-term. At present, the external situation is not good, the country is in the performance disclosure period, some stocks are under pressure, and the market is mainly volatile.
Everbright Securities: The market has rebounded in contraction, and it is unlikely that it will continue to rise
Huaxi Securities: Pay attention to the financial support for equipment renewal and trade-in of consumer goods
Huaxi Securities pointed out that during the "decision" period of A-shares in April, the market focused on the important meeting at the end of the month. The recent domestic policy focus is mainly focused on: the new "National Nine Articles" clarify the strict supervision of the capital market, various ministries and commissions have introduced equipment renewal and consumer goods trade-in programs, etc., focusing on tracking the follow-up central and local financial support. It is recommended to focus on blue-chip sectors with abundant cash flow and stable dividends, such as power and operators, and export consumer goods with high prosperity and high dividend yields, such as home appliances.
The concept of low-altitude economy continues to strengthen
Low-altitude economic concept
Interpretation: On the news side, the National Development and Reform Commission said that the low-altitude economy is a strategic emerging industry with broad prospects, and it is also a typical representative of new quality productivity, and it is of great significance and bright prospects to actively and steadily promote the development of the low-altitude economy. Cinda Securities pointed out that the low-altitude economy market has a broad market, and the industry is expected to develop rapidly with the support of local policies.
Robotics plate
Interpretation: On the news side, Boston Dynamics launched a new electric Atlas humanoid robot. Galaxy Securities also believes that the rapid development of multi-modal large models will improve the intelligence level of humanoid robots, accelerate the industrialization process of humanoid robots, and 2024 is expected to become the first year of mass production.
Home appliance sector
Interpretation: On the news side, the Ministry of Commerce and other 14 departments jointly issued the "Action Plan for Promoting the Trade-in of Consumer Goods", Guangdong, Hunan, Shandong and other places have also introduced policies to encourage consumer goods such as household appliances to be traded-in. Cinda Securities believes that multiple policies such as trade-in and home appliance recycling may further stimulate the demand for renewal.
Even the leading stocks
The two cities rose 2,115, with a total of 70 shares up to the limit. In terms of board stocks, Chunguang Technology and the same shares have been promoted to 5 boards.
Source: Tencent Pick-and-Greet Finance