Author|Zhao Ling,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
【Jufeng Viewpoint】
On Monday, A-shares rose in volume, and the Shanghai Composite Index hit a new high in intraday trading. On the disk, precious metals, mining, non-ferrous metals, coal led the rise, tourism hotels, aerospace, electricity, oil, gas, shipping ports, public utilities and other top gainers, real estate opening, engineering consulting services, chemical fiber, decoration, decoration and building materials, household light industry, automobile services, consumer electronics and other small pullbacks. In terms of theme stocks, the concept of civil explosion, gold concept, scarce resources, combustible ice, lab-grown diamonds, chicken concept, pork concept, oil and gas equipment, titanium dioxide, shale gas, etc. led the gains, while cloud games, hub motors, antibacterial fabrics, copper high-speed connections, assembly buildings, tax refund stores, etc. made a slight pullback.
【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】
Gold concept led the rise: Xiaocheng Technology 20cm daily limit, Hunan Silver, Northern Copper, Shengda Resources, Sichuan Gold daily limit, Yulong shares, Hunan Gold, Yintai Gold rose more than 7%.
Oil and gas exploration strengthened: Tongyuan Petroleum rose more than 10%, potential Hengxin, Quasi-Oil Co., Ltd., Bakken Energy, Zhongman Petroleum rose more than 8%, Shouhua Gas, CNOOC Engineering, CNOOC Development, etc. rose more than 4%.
Tourism stocks rose: Changbai Mountain, Tibet Tourism, Emeishan A, Zhangjiajie, Dalian Shengya, Jiuhua Tourism, Lingnan Holdings, Tianmu Lake, Yunnan Tourism, etc. were among the top gainers. Pay attention to Jufeng Investment Advisor (jfinfo)/good stock application, and the analysis and research report of the leading target of "Institutional Research and Selection" is waiting for you to get!
【Inventory of important news】
The intensity is unprecedented! The central bank "four arrows" to stabilize the property market
The People's Bank of China has stepped up its efforts to conscientiously implement it, based on the central bank's monetary policy and macro-prudential management functions, and launched the following four policy measures: First, it plans to set up a 300 billion yuan affordable housing reloan; the second is to reduce the minimum down payment ratio of personal housing loans at the national level; the third is to cancel the lower limit of the personal housing loan interest rate policy at the national level; Fourth, the interest rate of housing provident fund loans of various maturities was lowered by 0.25 percentage points.
In response to the new real estate policy, various localities have lowered the interest rate of housing provident fund loans
The People's Bank of China recently announced that it will reduce the interest rate of personal housing provident fund loans by 0.25 percentage points from May 18. At present, first-tier cities such as Beijing, Shanghai, Guangzhou, and Shenzhen have followed suit and announced a reduction in the interest rate of personal housing provident fund loans. In addition, Dongguan, Nanjing, Changsha, Zhengzhou and other places have also announced downward adjustments.
The Dow Jones closed above 40,000 points for the first time, Fang Duoduo soared 321%, and silver prices hit a new high in more than a decade
The three major U.S. stock indexes closed mixed, with the Dow closing above 40,000 points for the first time, a record closing high. As of the close, the Dow Jones Industrial Average rose 134.21 points from the previous trading day to close at 40,003.59 points, an increase of 0.34%; The S&P 500 stock index rose 6.17 points, or 0.12%, to close at 5303.27; The Nasdaq Composite fell 12.35 points, or 0.07%, to close at 16,685.97. For the week, the Dow rose 1.24%, the Nasdaq rose 2.11%, and the S&P 500 rose 1.54%.
【Movement of funds】
According to Dongcai statistics, as of the end of the day, the Shanghai and Shenzhen stock markets showed a net outflow of funds, with a total outflow of 15.792 billion yuan from the Shanghai and Shenzhen stock markets on the same day. Among them, the net outflow of large orders was 7.849 billion yuan, the net outflow of large orders was 7.943 billion yuan, the net inflow of medium orders was 2.773 billion yuan, and the net inflow of small orders was 13.019 billion yuan.
【Limit Analysis】
Today, there are 54 up limits and 45 down limits;
Today, the number of up-limit boards in the two markets decreased compared with the previous trading day, and the number of down-limit boards increased from 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, the concept of gold, the concept of Huawei and other sectors, and the overall money-making effect of the market is average.
【Opinion Strategy】
In early trading, the three major A-share indexes rose slightly, the trading volume was enlarged, and the Shanghai Composite Index hit a new high this year. On the disk, precious metals, civil explosives, tourist hotels, non-ferrous metals, lab-grown diamonds, chicken concepts, pork concepts, jewelry, and mining industries are at the top of the list of gainers. Chemical fiber industry, copper cable high-speed connection, cloud gaming, antibacterial fabrics, engineering consulting services, decoration and decoration, household light industry and other sectors led the decline.
In the afternoon, gold, nonferrous metals, coal, oil and gas exploitation and other resource sectors continued to strengthen, securities, real estate, construction machinery, building decoration sectors fell, and stock indexes fluctuated near the day's highs. The market transaction was active, with nearly 700 billion transactions in the two markets in the morning, and the volume shrank significantly in the afternoon, with a full-day trading volume of nearly one trillion.
Overall, after the Shanghai Composite Index broke through 3,100 points, it built a box shock, and investors can grasp the rhythm and sell high and buy low. 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. At present, the market rotates between safety and growth, and investors can focus on growth track stocks such as military industry, robotics, and new energy, as well as high-dividend varieties represented by Zhongzi.
(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