Author |Ding Zhenyu, editor|Gu Jinfeng.
*: Jufeng Investment Advisory, good ** application.
Brief description of the plate
On Tuesday, the Shanghai and Shenzhen stock indexes** were lower, and the Beijing Stock Exchange 50 index soared. On the disk, food and beverage led the rise, and automotive services, energy metals, rubber products, non-metallic materials, professional services, paper printing, etcGaming, semiconductors, Internet services, optics and optoelectronics, shipbuilding, communication equipment, aerospace, computer equipment, mining industries, electronic chemicals, consumer electronics, culture and media and other industries were among the top decliners. In terms of theme stocks, dairy, prefabricated food concept, community**, sugar substitute concept, aquaculture, chicken concept, **medicine, etc. were among the top gainers, and Huawei Ora, 3D camera, Huawei Ascend, biometrics, etc. were small.
Hot Plates
Food and beverage led the rise: Knight Dairy, Gaishi Food, Oufu Egg Industry, consistent konjac 30cm daily limit, Western Animal Husbandry, Haixin Food, Yiming Food, Western Animal Husbandry and other 11 shares daily limit.
Automobile services strengthened: Dezhong Automobile rose more than 10%, Beiba Media 2 boards, National Machinery Automobile hit the daily limit, China Automobile Co., Ltd., Alter and other small **.
The concept of venture capital is active: Xinyada, Moen Electric, Nanjing Business Travel, Tian'an New Materials, Zhongdi Investment, Shibei High-tech, Jiuding Investment Punching Board, Hanyu Pharmaceutical, Beauty Beauty, Happy Home, etc. are among the top gainers.
The retail sector was active in the afternoon: Zhongbai Group, Great Eastern, Jiajiayue, Nanning Department Store, Xujiahui, Sanjiang Shopping, etc. followed up.
Message plane
Give full play to the function of the capital market hub
Recently, in an exclusive interview with Xinhua News Agency, Yi Huiman, chairman of the China Securities Regulatory Commission, clarified the reform measures in the next stage to promote the stable and healthy operation of the secondary market and improve the efficiency of the capital market in serving the real economy, and clarified the main ideas of the China Securities Regulatory Commission in comprehensively strengthening supervision and promoting the reform and innovation of the capital market. It can be expected that it will become the main task of the capital market in the coming period to maintain the stable operation of the capital market and better play the pivotal function of the capital market.
State-owned Assets Supervision and Administration Commission: Resolutely prevent and resolve the business risk problems of the financial sector of enterprises
The State-owned Assets Supervision and Administration Commission (SASAC) reported on December 4 that on December 1, the Party Committee of the State-owned Assets Supervision and Administration Commission (SASAC) held a special meeting on the special governance of enterprise inspection and rectification, and comprehensively deployed the special governance of spiritual issues in violation of the eight provisions of the first and the special governance of business risk problems in the financial sector of enterprises. The meeting emphasized that focusing on the "four areas", namely trust companies, financial companies, commercial factoring companies, private equity investment, etc., resolutely prevent and resolve the business risks of the financial sector of enterprises.
Overnight external market: The three major U.S. stock indexes collectively closed down The Nasdaq China Golden Dragon Index fell 209%
Eastern time on Monday, the three major U.S. stock indexes collectively closed down, and the Dow fell 011%, the Nasdaq fell 084%, and the S&P 500 fell 054%。Most of the popular technology stocks**, Intel fell more than 3%, Nvidia, AMD fell more than 2%, Microsoft, Amazon, Meta fell more than 1%. * Industrial raw materials and lithium battery sectors were among the top decliners, with Chilean Mining and Chemical falling more than 8%, Goldfields and Albemarle falling more than 4%, and Coldalen Mining, Southern Copper, Vale, and Mag Silver falling more than 3%. Most of the popular Chinese concept stocks**, the Nasdaq China Golden Dragon Index fell 209%。NetEase and Full Bang fell more than 4%, Futu Holdings fell more than 3%, Weibo, Vipshop, and JD.com fell more than 2%, and Pinduoduo, Tencent**, Li Auto, and Alibaba fell more than 1%. Weilai rose more than 2%, Xpeng Motors and iQiyi rose more than 1%, and Bilibili slightly**.
Jufeng view
In early trading, the three major A-share indexes collectively fell, the Shanghai Composite Index fell below the 3,000-point mark intraday, more than 4,100 shares in the two cities**, and northbound funds sold a net of 4.7 billion. On the disk, food and beverage led the gains, and prefabricated dishes, communities**, energy metals, chicken, automobile services, rubber products and other sectors were at the top of the listHuawei Euler, Huawei Ascend, 3D cameras, games, biometrics, and space-based interconnection led the decline.
In the afternoon, auto parts, automobiles, computer applications, semiconductors and other sectors were lower;New retail, innovative drugs and other sectors rose, and the Shanghai Composite Index fell below 3,000 points, hitting a new low for adjustment. Northbound funds continued to flow out in the afternoon, with a net outflow of nearly 8 billion yuan throughout the day.
After five consecutive days of adjustment, the Beijing Stock Exchange 50 Index rose sharply, rising to 8% in the afternoon. The trading volume of the two cities remained around 800 billion yuan, with more than 4,400 shares in the intraday**.
Since August, the A-share adjustment has been mainly affected by the depreciation of the RMB exchange rate and geopolitical factors. Recently, the market has released a lot of good news: the financing margin ratio has been lowered, and the central bank has reduced the deposit reserve ratio;A number of cities have announced the lifting of housing purchase restrictions, and a number of economic data since August have further proved the recovery of the domestic economyAn additional 1 trillion yuan of national bonds will be issued to support post-disaster recovery and reconstruction and to enhance disaster prevention, mitigation and relief capabilitiesMultiple positive news positively stimulates A-shares. In the medium term, with the implementation of various counter-cyclical adjustment policies and measures, the domestic economy has entered a recovery cycle, and A-shares will find the bottom of the market and go up, so it is an opportunity to lay out the dip.
Investment advice
Jufeng Investment Consulting believes that under the expectation of economic recovery, A-shares are expected to enter a medium and long-term bull market**. In the short term,** it is mainly affected by exchange rates and external geopolitical factors. In the medium and long term, the market is expected to return to activity, and investors can take advantage of the dip to deploy the three-quarter report forecast sector and the central enterprises that are expected to increase their holdings or buy back;In addition, we can pay attention to highly elastic targets that benefit from improved liquidity: artificial intelligence, robotics, new energy vehicles and other sectors.
Author: Ding Zhenyu Practicing Certificate: A0680613040001).
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss.