Stocks Are Market Reemerging Market Differentiation Market Differentiation

From the overall performance of the market, we can see that the Shanghai composite index once again hit a new high due to the rise of the securities and theme stocks in the main board.

The big rise in the market today comes mainly from Securities shares The rise. Now there is a rhythm of blue chips in the market. In the early stage, the related machinery shares are driving the market, while the real estate and financial sectors are adjusting. Now the market has changed considerably. Early adjustment of the financial stocks began to slowly show in the market. The orderly rotation of the blue chips indicates that the space of the index's deep fall is basically closed in the short term.

Now there are low valuation varieties in the blue chip market. Banks, especially large banks, still have a P / E ratio of 6-8 times, though last year's banks as a whole. profit The growth rate dropped to a single digit, but now the low price earnings ratio has basically been able to cover the risk of declining performance. Apart from bank stocks, brokerage stocks are also a major driving force. This year, the intensity of financial market reform has been unprecedented, and the volume of stock market has expanded substantially, and brokers' brokerage business also has room for growth. However, the recent performance of brokerage stocks has been rather dull, and there is still room for rebound in the latter part.

The short term stock index has been relatively large. In the time of stock selection, we suggest that we must pay close attention to the risk of the callback of the overvalued stocks. At the same time, we can take the opportunity to lighten the undervalued varieties in the big fluctuation of the market. We will focus on three types of stocks.

One is real estate, which is one of the lowest blue chips in the middle age. However, the profitability of the leading real estate companies is still outstanding, and the introduction of the new personal loan policy is good for the real estate industry. The stock price advantage of leading real estate companies can be concerned.

The two is commercial department stores. These stocks are lagging behind the market in the early stage, but many companies have the opportunity to reform state-owned enterprises. Underestimation will bring many opportunities to the market.

The three is liquor, which is subject to changes in the market outlook. However, companies with brand value can get the opportunity to stand out at the nodes where sales are changing.

Friday Shanghai and Shenzhen two cities reproduce the split market, the index increase is not high, but there are one hundred stocks in the two cities' daily trading board, and the market is temporarily overpriced from the inflation index to the stock market. At this time, the money making effect is also more prominent. Now there are still undervalued stocks in the main board market, so the market Aftermarket There are still opportunities for performance.

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From today's market, we can see that the strong characteristics of the market are still outstanding. Considering the second wave of bull market and the frenzied financial sentiment, the technical adjustment time may be delayed for some reason. Investors are advised to pay close attention to the new IPO.

According to the latest news, the SFC has approved the first application of 30 enterprises in accordance with statutory procedures. Although the new wave of new shares is about to hit, the opening of the two markets opened today, but in the afternoon, the mood of the fund was strong, and the weight plates of national defense industry, automobiles, real estate, mining and other sectors were stimulated to rise. Finally, the market changed from green profits to red ones at the close of the morning, and the index continued to achieve a new high of 7 years. The gem index also stood at 2500 historical highs. The reversal of the market before noon and afternoon shows that the current market risk preference is at a higher position, and the IPO's drag on the market is obviously weakened. Taking into account the immediate Qingming holiday, investors have a strong desire to hold shares, which makes the market adjustment time around the 3800 point may be postponed.

At the close, the Shanghai composite index was 3863.93 points, up 1%; the Shenzhen composite index was 13494.64 points, up 0.51%; the SME board reported 8476.14 points, up 1.10%; and the gem index rose 1.41% to 2510.16 points. In terms of turnover, the two cities' main boards are both small.

In terms of industry, a piece of Changhong, among which steel, non silver finance, national defense industry and building materials were among the top 2.86%, 2.84%, 2.81% and 2.63% respectively, and household appliances, building decoration and nonferrous metals rose less, 0.36%, 0.39% and 0.65% respectively.

Similarly, the concept of UAV index, cold chain logistics index and lithium battery index rose by 4.06%, 3.83% and 3.51%, respectively. Mobile resale, biometrics, online travel and third party payment were the only four falling sectors, with 1.30%, 0.84%, 0.63% and 0.21% respectively. In quantity, the number of WIND concept plates rising today is 107.

With the expansion of the market's profit making effect, there are 151 stocks in all A shares today, and the number of stock rises has reached 1713. On the news side, the HSBC services PMI released this morning was 52.3%, the former value was 52%, and the total value of PMI51.8% was 51.8% in March. Previously, China's official manufacturing industry in March also returned to PMI above the withered line, indicating that the current Chinese economy is further stabilizing.