On February 28, the three major A-share indexes opened higher, and then the market rose within half an hour of the beginning of the session, with the Shenzhen Component Index rising by more than 1% and the ChiNext Index rising by nearly 2%, and the trading volume was significantly enlarged. However, the index then took a dive, and at noon, the Shanghai Composite Index fell 067% at 29954 points, the Shenzhen Component Index fell 055% at 921848 points, the GEM index fell 03% at 1788At 64 points, the Science and Technology Innovation 50 Index fell 1% to 78895 points. The total turnover reached 88882.6 billion yuan, with a net of 70.2 billion yuan. In the market, 35 shares are up and 12 are down.
In terms of industry sectors, energy metals, education, photovoltaic equipment, diversified finance, etc. rose significantly, while motors, consumer electronics, semiconductors, auto parts, instrumentation, etc. fell first. In addition, artificial meat, brokerage concepts, first-class medicine, lithium extraction from salt lakes and other themes are also relatively active.
Specific to the review of important sectors, the concept of artificial meat led the rise;**Intraday movement of the plate,**The concept of medicine is active;The education sector is still hot, the direction of lithium batteries is active, and the concept of robots is differentiated. In addition, the new stock Kent Technology soared by more than 300% after its listing, while Kelai Electromechanical, which has 13 consecutive boards, fell by more than 6%. In view of the market situation, Yongxing ** recommends that attention should be paid to the large consumption with elasticity and certainty, and after the previous high-dividend style shifted to a growth style, it should pay attention to the asset-light and continuous revenue and cash flow sub-sectors in the large consumption sector. On the other hand, Hualong ** believes that there may be certain fluctuations in the short-term market, because the market is about to enter the "two sessions", it is expected that the probability of the game of policy expectations will increase, and liquidity will improve, confidence will increase, and the market may be difficult to reproduce large fluctuations.
In general, investors should pay attention to the allocation of market sectors and choose sectors and themes with reasonable valuations and improved performance expectations. It is recommended to pay attention to the favorable policies and industry catalysts, and choose industries with reasonable valuations and improved performance expectations, such as building materials, building decoration, pharmaceuticals, biology and electronics. In terms of themes, it focuses on the reform of state-owned enterprises, the Belt and Road Initiative, and scientific and technological innovation.