Major Indexes Are Rising, And Market Panic Is Still Rising.

On Friday, the Shanghai and Shenzhen two cities opened up mixed ups and downs. In the past few days, the main sectors of the market, such as "one belt and one road" and "overseas project", were all suffering heavy setbacks, dragging down the stock index and opening the electricity market, and the power sector continued to perform strongly the previous day. Among them, the Datang electric power market, which was at the cusp of the "electricity mixed reform", was once on the rise, and the blue chip stocks such as bank plates, military plates, and home appliances plates showed strong help index to go up and down, and maintained the high level turbulence throughout the day.

From the disk, national defense industry,

Cars and other sectors are among the biggest gainers. Port shipping, Xinjiang revitalization and Xi'an free trade zone are among the top ones.

Throughout the market, the market is typical differentiation market, the motherboard is obviously strong.

Yesterday, the National Bureau of Statistics Service Industry Survey Center announced that China's official manufacturing PMI index in March was 51.8%, the highest since April 2012, up 0.2 percentage points from last month, higher than the expected 51.7%, and has been maintained at 50% level for 8 consecutive months.

The rapid increase of production and market demand, the increase of purchasing power by enterprises, and the continuous expansion of manufacturing industry speed up. In the first quarter, the manufacturing industry still showed strong vitality and injected vitality into the economic development, which provided a basis for yesterday's market overfall and rebound.

Looking back at yesterday's market

In recent years, the small and medium-sized board index has risen 1%, and is booming. But in fact, if combined with the overall performance, it will still be more fragile.

What we need to pay attention to is that the Shanghai stock index has turned green at the end of the month. Although the whole banking sector has gone up, the "along the way" plate and the recent strong performance infrastructure sector have dropped. The new stock market has continued to fall after three consecutive days of decline. Although the stock market index has been on a downward trend, we believe that the short-term risk is still being released.

From the limit list, a total of 27 stocks were down.

What we should consider is that these stocks basically belong to the previous surge.

"Plate and sub shares", and are the main force in the previous market, but now they are ruthlessly abandoned by the main market funds. From a technical perspective, some stocks have not yet seen signs of a stop. Therefore, we believe that the stock market will have a sharp fall after the opening of the stock market next week. All of us suggest that some plates and stocks that have already risen too high and have no policy support should be avoided as far as possible, so as to avoid losses caused by market panic.

Before the new leader does not appear, we will still maintain the view that the market is in a narrow range.

Operation, short-term recommendations to avoid the new stock market and just high adjustment of the "belt and road" plate stocks.

After entering April, we can try to focus on the layout opportunities of intelligent driving, new energy vehicles, apple industry chain and other sectors.

If the follow-up macroeconomic data is good, we can pay attention to the rebound of some industries and financial stocks. If macroeconomic data continues to decline, we suggest that value defense, consumption leading and undervalued growth stocks with performance support are expected to continue to be recognized by the market.

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