Author: Wu Yanrui
On December 27, the three major indexes of Shanghai and Shenzhen all started small, and the Shanghai Composite Index regained 2,900 points. On the disk, consumer electronics concept stocks collectively strengthened, and Liding Optoelectronics, Shuangxiang Shares, Xiangteng New Materials, etc. Computing power leasing concept stocks opened higher, and Longyu shares and Lotus Health rose to the limit. Pork stocks *** Tang Renshen, Shennong Group, etc. rose more than 5%. Food stocks moved intraday, and Huifa Food and Yiming Food rose to the limit. The semiconductor sector was active, with many stocks such as North China Innovation and China Micro Corporation rising more than 5%. * In terms of high-level stocks such as "Dragon Generation", Longyun shares and Longxi shares fell to the limit.
Overall, there are more than 3,700 stocks in the whole market, and the turnover of the Shanghai and Shenzhen markets today is 636.8 billion yuan, an increase of 26.9 billion yuan from the previous trading day. Northbound funds returned to the all-day net **56 today7.8 billion yuan, of which the Shanghai Stock Connect net **372.4 billion yuan, Shenzhen Stock Connect net **195.4 billion yuan.
In terms of sectors, pork, consumer electronics, computing power leasing, food processing and other sectors were among the top gainers, while short dramas, e-commerce, BC batteries, salt lake lithium extraction and other sectors were among the top decliners.
As of **, the Shanghai Composite Index rose 054%, the Shenzhen Component Index rose 038%, the GEM index rose 007%。
Sector:
China has accelerated the construction of a national integrated computing power network, the rise of computing power concept stocks, Zhizhen Technology, Longyu Shares, Zhiwei Intelligence, Lotus Health Daily Limit, Si Te Qi, Yunchuang Data, Zhongcheng Technology, etc. have also performed well.
VR MR maintained its popularity, and Shuangxiang shares, Jiachuang Video, Lida Optoelectronics, Yashi Optoelectronics, etc.
Photovoltaic concept stocks are partially active, with Qingyuan shares, Zhongke Cloud Network, Jiangsu Huachen, TCL Technology, NorthGlass, Kaisheng Technology, etc.
"Double Festival" is approaching, pork concept stocks are rising, Boen Group has a daily limit, Shennong Group, Tang Renshen, Huatong Shares, Luo Niushan and other different degrees.
The semiconductor sector is heating up, Jinhaitong has a daily limit, Jingyi Equipment, Xinhai Technology, Shengke Communications, Xinyuan Micro, etc. are higher, and China Micro Corporation, North Huachuang, etc. are up more than 5%.
* The plate rose before noon, Huaxin shares, Hualin** once rose to the limit, and Cinda**, Guosheng Financial Holdings, Huachuang Yunxin, etc. followed up.
The textile and garment sector weakened, Huasi shares hit the fall limit, and Meibang clothing, Golden Eagle shares, Anzheng fashion, and leading shares fell first.
The cultural media sector was sluggish, Longyun shares and Dragon Media fell to the limit, and Huayang Lianzhong, Tianlong Group, and Insai Group fell sharply.
Institutional Interpretation:
Guosheng ** believes that from a technical point of view, considering that the index is below the major **, and the Shanghai Composite Index has a low of 2882 points in the early stage or becomes an important support, the short-term breakdown may not be large, the market in this position ** The opportunity is greater than the risk, the second half of the week The Shanghai Composite Index may return to the rhythm, and the ChiNext index is likely to follow the Shanghai Composite Index**. From the perspective of the time period, Thursday is the market change window, pay attention to the changes in volume and market sentiment, the height of the volume or determine the **, and pay attention to the resistance near 2935 points above the Shanghai Composite Index and the support near 2882 points below the Shanghai Composite Index in the short term. Operationally, before the market is effective, it is still necessary to control the overall market, suitable for low absorption, and the over-falling "institutional heavy position varieties" are expected to become the main driving force for the market to re-emerge, and pay attention to the repairing opportunities of central enterprises and some of the layout of artificial intelligence and pharmaceutical stocks.
According to the analysis of CITIC**, since 2023, the typical "growth anchor" sectors such as the Entrepreneurship and Entrepreneurship Board and some weighted growth stocks in previous years have achieved a decline in growth, resulting in a change in the ranking structure of market growth characteristics, and a passive increase in the growth ranking of the stable operation sector, giving birth to a dumbbell-shaped allocation model during the year. In terms of subdivided industries, the food and beverage, power and new energy industries are typical "profit anchors" and "growth anchors" declining sectors, and the current expectations for 2024 are acceptable, and it is necessary to pay attention to the cashThe five industries of home appliances, automobiles, textiles and garments, power and utilities, and banking are expected to maintain their past profitability levels in 2024, and it is expected that the stable and dividend strategies associated with them will maintain good performance in 2024The TMT sector in 2023** is related to longer-term growth, and it is necessary to pay attention to the changes and realization of growth expectations in 2024 and beyond.
This article is for informational purposes only and does not constitute investment advice, and you do so at your own risk).