The Stock Market Rose, And The GEM Broke Through The Suppression Of The Upper Moving Average At One Fell Swoop

The GEM also broke through the suppression of the upper moving average. On the market side, individual stocks in the two cities rose more than fell, and the market became more emotional. Conceptual sectors such as the "Belt and Road" and the "Chinese Character" were among the top performers, while nonferrous metals and telecommunications operations were behind. Looking back at yesterday's market, the biggest highlight was the sudden emergence of the "Chinese prefix" sector. The total transaction volume on that day was 40.1 billion yuan, nearly double the previous day. We looked at the recent market and saw the "Belt and Road" plate relay in the case of continuous weakness of secondary new shares. However, the "Belt and Road" plate contains too many directions, including the Maritime Silk Road, the Silk Road, overseas projects, etc., which leads to the diversion of funds and dispersion.

However, the "Belt and Road" and the "Chinese prefix" made joint efforts yesterday, highlighting the strength of weight. Looking back at the important nodes of the whole A-share market, even if the small and medium-sized board index rises again, it is difficult for the market to reach a new high without the cooperation of blue chip weight stocks, so blue chip weight stocks are still the focus of attention in the future. In addition, we should not ignore another invisible direction, that is, value investment. Although yesterday's market brilliance was robbed by the "Belt and Road" and the "Chinese character", we found through data research that since January this year, these high performing white horse stocks have been quietly performing, and all the way to new heights. As the best choice for defensive and value investment, these targets are also worth considering in our investment.

Looking at the capital of the whole market Supply Stock In the case of capital game, the trading volume of the secondary IPO sector that led the market a while ago was only 87 billion, which was nearly 30 billion less than the previous trading day. On the contrary, the trading volume of the Belt and Road concept sector this week has more than tripled compared with last week, so it can be seen that the flow of capital in the market has changed, The concept of the "Belt and Road" has replaced the concept of secondary new shares as the first hot spot in the recent market. In addition to Tianshan Shares, Western Construction and other Xinjiang building materials stocks, Lianyungang, Nanjing Port, Beibu Harbor and other individual stocks have also shown strong performance recently.

At the same time, we also found some different signs in the Dragon and Tiger List released after the trading on the Exchange. Some hot money funds with different trading styles have frequently appeared on the list of the above individual stocks recently, which can also be a lateral proof that the entire market funds are focused on this sector at present. “ The Belt and Road Initiative ”As the top strategy of the country, it is gradually moving from policy promotion to the implementation of cooperation projects in key areas. The infrastructure construction of countries along the road involved is not only the output of domestic advantageous production capacity, but also a good opportunity for the development of relevant regions along the "Belt and Road". In the future, with the continuous increase of national infrastructure projects along the line, we believe that the external demand of construction machinery industry, infrastructure, cement and building materials will be significantly boosted.

To sum up, Yuesheng Financial believes that the market is approaching the end of March Capital The IPO issuance speed has not slowed down. Under the general environment of limited incremental capital and stock capital game, the characteristics of capital selling at a high price and attracting at a low price are extremely obvious, leading to the inevitable structural differentiation of the market. The stock index is basically characterized by broad fluctuations. In terms of operation, it is suggested to focus on individual stocks, focusing on tapping potential varieties from the bottom up, selling high quality individual stocks at a low price among competitors, and continuing to focus on the Belt and Road, annual reports, supply side reform and other topics as well as white horse growth stocks. 、

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