8 charts re-examined: GEM rebounded strongly by nearly 5%, the daily limit of over 150 stocks in the two cities
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8 charts of resumption 丨 The GEM rebounded strongly by nearly 5%. The daily limit of over 150 stocks in the two cities[Today’s description of the market]ended the closing, the Shanghai index rose 1.
34%, Shenzhen Component Index rose 3.
17%, GEM Index rose 4.
The trading volume of the two cities has been enlarged, and the daily limit has exceeded 150, but individual stocks have still fallen more or less.
In terms of sectors, concepts such as cloud office, masks, bio-vaccine, and online education led gains; continuous, online travel, and digital currency led losses.
The net inflow of northbound funds was about 7 billion yuan.
[Fund flow in the disk][Industry market performance][Analysis of daily limit stocks]Tesla concept stocks: Chang aluminum shares, molding technology, Dangsheng Technology, Anjie Technology and other nearly 20 stocks daily limit.
In the US stock market, Tesla once again surged nearly 20% against Monday, setting the biggest one-day increase since 2013, closing at $ 780, with a total market value of $ 140.6 billion, another record high.
This year, Tesla’s previous growth has gradually increased by 86.
Bohai Securities believes that Tesla is a new energy vehicle replacement benchmarking company with better-than-expected performance.深圳桑拿网 Continuous development has a certain mapping effect on the domestic battery industry chain, and Tesla has gradually increased the scale of the industry chain and performance growth space.
[Intraday News]1. The National Bureau of Statistics has notified that due to the new coronavirus-infected pneumonia epidemic, the production time of the culture and related industries above the designated size in the country and related industries will change in production time in 2019.30 was postponed until 9:30 am on February 14.
2. The exhibition development paper stated that a record single-day open market operation was released on February 3.
After 2 trillion yuan, the People ‘s Bank of China continued to increase supply liquidity on February 4th. On the same day, the open market operation reversed the repurchase fund of US $ 500 billion, and the liquidity gradually increased to 1 on two days.
The 7 trillion yuan fully demonstrates the determination to stabilize market expectations and boost market confidence.
The higher-than-expected liquidity launch pushed down the interest rates of the money market and the bond market, and further increased the interest rate of the loan market. This will help reduce the cost of capital, ease the financial pressure on enterprises, especially small and micro enterprises, expand the scale of financing, and support the real economy.
3. Issued by the China Payment and Clearing Association. During the epidemic, large-scale commercial banks extended credit card repayment periods to certain individuals involved in the epidemic, exempted from liquidated damages, and provided credit protection measures; reduced related fees and reduced the burden on enterprises in the epidemic area;Ensure cash supply, ensure smooth cash withdrawal for the people; meet exchange demand, and ensure stable and efficient settlement systems.
4. According to the report released by the IDC, a report from the market research firm shows that in 2019, Samsung, Huawei, Apple, Xiaomi, and OPPO smartphones ranked in the top five, with replacements of 2.
9.6 billion units, 2.
41 billion units, 1.
9.1 billion units, 1.
26 billion units, 1.
14 billion units.
The top three market shares are 21 respectively.
5. The Ministry of Education reminds that there are existing education administrations, primary and secondary schools, and off-campus training institutions. Do not start online teaching of new semester courses in advance of the official school day originally planned in each place. You can arrange some epidemic prevention knowledge, mental health counselling, and housing.E-learning E-learning content.
[Institutional perspective]Galaxy Securities: The market is fully adjusted, and it is expected that there will be limited room for future downward adjustments, and then it will gradually stabilize and pick up. It is recommended to seize the opportunity of market inflection points.
In terms of industry configuration, the inflection point of style rotation has not yet arrived. Alternative stocks catalyzed by the epidemic may continue to be strong. Banks and gold continue to show significant defensive features. Catering and tourism, transportation, real estate, manufacturing are still under pressure, and the new energy automobile industry is under pressure.The chain may have pressure to make up for the decline, and the emerging industry technology stocks with outstanding allocation can be selected. The investment value of core assets has gradually become prominent, or it is the first to pick up.
CITIC Securities: Against the background of the control of Liangrong and fair pledge risks, the risk of negative feedback from forced market entry is very small.
The impact of the epidemic impacted the market rhythm, but did not change the trend and structure of the “well-off cattle” in the mid-term of A shares. Positive factors gradually appeared.
Anxin Securities: The repair market will be gradually launched. First, we should pay attention to the companies whose short-term fundamentals are affected by the epidemic. Second, we should pay attention to the companies whose short-term fundamentals are affected by the epidemic.Leading quality companies in other industries whose performance is affected by the epidemic.From the industry, priority can be given to medicine, the media (games, the Internet), new energy vehicles, securities dealers, etc.
From the business model, you can give priority to the model that does not rely on face-to-face, does not rely on business trips, and is easy to lock in revenue.
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