China Securities Network News (Reporter Li Li) On December 15, the three major A-share stock indexes rose and fell, and collectively closed down. Wind data shows that as of **, the Shanghai Composite Index fell 056% at 294256 points;The Shenzhen Component Index fell 035% at 938533 o'clock;The GEM index fell 065% at 184850 points. The net outflow of northbound funds exceeded 4 billion yuan.
In terms of sectors, the media sector set off a tide of daily limits, and many stocks such as Aofei Entertainment, Inner Mongolia Xinhua, and Publishing and Media rose to the limit. The real estate sector over-falls**, and SIIC Development, Jingneng Real Estate, and Dalong Real Estate have a daily limit. The Internet e-commerce sector rose at the end of the day, and the cross-border and Antarctic e-commerce rose to the limit. The pharmaceutical industry is in a downturn, and Tonghua Jinma is falling to the limit.
Guosheng believes that the recent market adjustment is mainly due to the weak performance of blue chips that are more concerned about the economic recovery process, the willingness of investors to go long is slightly insufficient, and the disturbance factors such as northbound capital outflows are strengthening. In the medium term, with the intensive introduction of stable growth policies, the process of economic recovery is expected to accelerate, and incremental funds may return to the stage of grasping the highest level, and the amount of attention can be amplified simultaneously. At present, it is recommended to maintain a balanced allocation where value is slightly greater than growth. Operationally, before the market is effective, it is still necessary to control the overall low absorption, and the over-falling "institutional heavy position varieties" are expected to become the main driving force for the market to re-emerge, focusing on the semiconductor industry chain and part of the layout of artificial intelligence, pharmaceutical stocks repair opportunities.