Author|Zhao Ling,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
【Jufeng Viewpoint】
On Thursday, A-shares shrank and fluctuated, and heavyweight stocks performed well. On the disk, chemical raw materials, fertilizer industry, chemical pharmaceuticals, plastic products, aviation airports, logistics, coal, banks, batteries, biological products, medical services, etc. were among the top gainers; aerospace, cultural media, communication equipment, education, software development, shipbuilding, cement and building materials, electronic components, etc. In terms of theme stocks, titanium dioxide, PEEK materials, heparin concepts, high-bandwidth memory, weight loss drugs, innovative drugs, phosphorus chemicals, leasing and selling the same rights, glyphosate concepts, etc., were among the top gainers, while AI corpus, space station concepts, digital reading, Kimi concepts, superconducting concepts, Sora concepts, aerospace concepts, intellectual property rights, etc.
【Technical Watch】
In the medium term, the market is now on the upswing after a mid-term shock. In the short term, the market has rapidly adjusted into the short market, and the weekly line has been adjusted, and the short-term position control is mainly wait-and-see.
【Hot Plate】
The concept of low-altitude economy is active: Jianxin shares and bidding shares rose by more than 10%, Sichuan University Zhisheng, Haite High-tech, Zhongheng Design daily limit, Wanfeng Aowei, Lingnan Holdings, Weiye shares and other top gainers.
High-voltage fast charging is active in the afternoon: Zhongheng Electric's daily limit, Shenglan shares, Zhongneng Electric, power source, Lingpai Technology, Ruida, Jinguan shares, Ruitai New Materials, etc. are among the top gainers.
【Inventory of important news】
Many cities are pushing for housing "trade-in" More first-tier cities are expected to follow suit
On April 23, the Shenzhen Real Estate Association announced that in order to speed up the circulation of commercial housing in Shenzhen, enhance the convenience of transactions, and better meet the needs of residents for rigid and improved housing, the Shenzhen Real Estate Association and the Shenzhen Real Estate Intermediary Association jointly issued a notice on the "Carrying out the City's Commercial Housing "for Xinjia" activities, announcing the launch of the "old for new" housing activities in the city.
A-share funds "joined" QDII to go long, and the money-making effect of Hong Kong stocks spread rapidly
Driven by multiple attractions such as public offerings, favorable policies and over-falling, on April 24, Hong Kong's Hang Seng Index hit a new closing high in the past four months, and Tencent Holdings, which has more than 1,000 funds, rose 13% in three trading days, and about half of the more than 1,000 funds are A-share theme fund products. In addition, the latest public offering quarterly report also shows that more and more QDII funds have begun to move their positions in U.S. stocks back to Hong Kong stocks, which is completely opposite to the operation of QDII in the first quarter of last year to reduce the allocation of Hong Kong stocks and increase their positions in U.S. stocks.
The three major U.S. stock indexes were mixed, Tesla rose more than 12%
Eastern time on Wednesday, the three major U.S. stock indexes closed mixed, with the Nasdaq up 0.1%, the S&P 500 up 0.02%, and the Dow down 0.11%. Tesla rose more than 12%, and its market value returned to above $500 billion, Apple rose more than 1%, Intel, Microsoft, and Google rose slightly, Nvidia and Netflix fell more than 3%, Amazon fell more than 1%, and Meta fell slightly. Popular Chinese concept stocks rose, Bilibili rose by more than 10%, iQiyi and Weibo rose by more than 4%, Futu Holdings, Weilai rose by more than 3%, Alibaba and JD.com rose by more than 2%, and Tencent Music, NetEase, and Baidu rose by more than 1%. Li Auto fell more than 3%, and Xpeng Motors fell more than 1%.
【Movement of funds】
According to Dongcai statistics, as of the end of the day, the Shanghai and Shenzhen stock markets showed a net inflow of funds, and the funds of the Shanghai and Shenzhen markets on that day had a total outflow of 16.166 billion yuan. Among them, the net outflow of large orders was 5.531 billion yuan, the net outflow of large orders was 10.635 billion yuan, the net outflow of medium orders was 558 million yuan, and the net inflow of small orders was 16.724 billion yuan.
【Limit Analysis】
Today's limit is 61, and the limit is 21;
Today, the number of up-limit boards in the two markets is basically lower than that of the previous trading day, and the number of down-limit boards is lower than that of the previous trading day. The price limit data shows that today's market sentiment has fallen from the previous trading day. The price limit is mainly concentrated in the reform of state-owned enterprises, low-altitude economy and other sectors, and the overall money-making effect of the market is average.
【Opinion Strategy】
In early trading on Thursday, the three major A-share indexes rose collectively, and more than 3,300 shares in the two cities were in the red. On the disk, the low-altitude economy rose and fell, and titanium dioxide, PEEK materials, heparin concepts, high-bandwidth memory, chemical raw materials, weight loss drugs, innovative drugs, phosphorus chemicals and other sectors were at the forefront of the list of gainers. AI corpus, superconducting concept, digital reading, space station concept, aerospace, Kimi concept, communication equipment, and Beidou navigation sectors led the decline.
In the afternoon, lithium batteries, semiconductors, biology, low-altitude economy and other sectors fell; high-voltage fast charging concepts, tourism hotels, banks, Zhongzitou and other sectors were active; stock indexes fluctuated in a narrow range. Northbound funds fluctuated in a narrow range throughout the day, with a slight inflow, and the market turnover remained within 800 billion yuan.
From the perspective of theme stocks, artificial intelligence and low-altitude economy are ebbing, the high-voltage fast charging sector is active, and the Zhongzitou sector is showing signs of rising. At present, the Shanghai Composite Index has a solid support of 3,000 points, and the pressure above 3,090 points is still strong.
In the medium term, with the implementation of various counter-cyclical adjustment policies and measures, the domestic economy has entered a recovery cycle, and A-shares have gradually found the bottom of the market and fluctuated upward.
Investment advice: Jufeng Investment Consulting believes that under the expectation of economic recovery, A-shares are expected to enter a medium and long-term bull market. In the short term, the market is mainly affected by exchange rates and external geopolitical factors. In the medium to long term, the market has returned to activity, and the attractiveness of A-shares will further enhance in the future. Investors can take advantage of the dip to deploy state-owned enterprise reform targets that are expected to increase their holdings or buy back, and the annual report disclosure has entered a peak period, and the short-term growth style may be under pressure to pull back.
(Author: Zhao Ling Practicing Certificate: A0680615040001)
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss