In early trading on the 28th, the three major stock indexes increased their volume**, with the Shenzhen Component Index rising by more than 2% and the ChiNext Index rising by more than 3%. As of midday**, the Shanghai Composite Index rose 111% at 2947At 01 point, the Shenzhen Component Index rose 234%, the GEM index rose 334%；The total turnover of the two cities was 549.9 billion yuan. The net inflow of northbound funds exceeded 10 billion yuan.
On the disk, electrical equipment, small metals, mineral products, insurance, aluminum, glass, hotels and restaurants and other sectors strengthened, while coal mining, water transportation, roads and bridges, soft drinks and other sectors weakened;In terms of concept stocks, BC batteries, HJT batteries, perovskite batteries, lithium mines, sodium batteries, etc. rose.
Joaquin pointed out that it is expected that the current probability is the bottom to welcome the spring**. During the bottoming period, TMT, new energy, consumption and other industries will be allocated on dips. It is recommended to pay attention to:
1) Growth is dominant in the short term. From now to the first quarter, it is in an environment of rising profits, credit peaking, and loose liquidity margins, pointing to the advantage of growth.
2) According to historical experience, during the period of market bottoming, the industrial trend is upward, policy-oriented and low-valuation stable industries are dominant. At present, the industries with upward industrial trends point to growth industries such as TMT, new energy, and medicine, while policy-oriented industries point to TMT related to digital economy and artificial intelligence, localization, and pro-cyclical industries related to growth policies, and low-valuation and stable industries are construction, building materials, and non-banking under the growth policy.
3) Continue to allocate on dips in the short term. The first is the upward trend of policies and industries: computers (data elements, localization, industrial Internet), electronics (intelligent driving, semiconductors), communications (data elements, satellite Internet, etc.), and media (AI applications in education, marketing, film and television, etc.).The second is the over-falling high-growth industries, such as new energy (energy storage, batteries), pharmaceuticals (innovative drugs), etc.;The third is to maintain the growth policy and related construction materials, textiles and clothing, home appliances, social services, food and beverage and other industries under the peak consumption season.