Zhongxin Jingwei, February 2 -- On the 2nd, A-shares** weakened, and the tail market was V-shaped**. The Shanghai Composite Index recovered 2,700 points, once hitting a new low since March 2020.
The Shanghai Composite Index 2700 points are lost and regained!
As of **, the Shanghai Composite Index fell 146% at 273015 points; The Shenzhen Component Index fell 224% at 805577 points; The GEM index fell 243% at 155037 points.
Screenshot of wind.
On the disk, air conditioning, natural attractions, fruit and vegetable processing and other sectors led the two cities; Sectors such as marine fishing, passive components, and animal health were among the top decliners.
As of **, the ratio of all transactions in Shanghai and Shenzhen is 389:4926, with 28 up limits and 108 down limits in the two markets.
In terms of northbound funds, the net inflow of northbound funds exceeded 3.3 billion yuan throughout the day, including more than 1.8 billion yuan in Shanghai-Hong Kong Stock Connect and more than 1.5 billion yuan in Shenzhen-Hong Kong Stock Connect.
*In terms of today's daily limit stocks, the part of the stock limit is as follows: Zhongma Transmission (1000%), Shengguang Group (1007%), Pudong Jinqiao (1003%), gold securities shares (1002%), Shenhuafa A (1002%)。The part of the falling limit stocks is as follows: Zhonggong Hi-Tech (-10.).00%), Huakong SEG (-9.96%), WuXi AppTec (-1000%), Longjin Pharmaceutical (-10.).06%), Huajian Group (-9.).95%)。
The top five turnover rates are: Huayang Intelligent, Haisheng Pharmaceutical, China Textile Standard, Inner Mongolia Xinhua, and Beizi Technology, respectively. 593%。
*Risks have been significantly released.
Zhang Cuixia, chief investment adviser of Jufeng Investment, told Zhongxin Jingwei on the 2nd that the Shanghai Composite Index fell below 2,700 points and once fell to 2,66633 points should be a situation where extreme short-selling forces vent and close positions pour out sharply. At half past two in the afternoon, there were buying orders, and funds from all walks of life were already running into the market. Zhang Cuixia pointed out that the market outlook may be repeatedly confirmed for this important low, but the market sentiment of extreme panic has already decayed, and investors do not need to worry too much about this.
According to the analysis of Dongguan, the overall valuation of the current market is still at a historically low level, and the market risk has been significantly released, so investors should not be overly pessimistic. Considering that the Spring Festival holiday is approaching, the volume of the two markets may remain moderate, and the bottom ** may be the norm before the holiday. The continuous introduction of incremental policies in the capital market will provide support for equity assets, thereby driving the recovery of risk appetite, and market confidence will surely reunite.
Guosheng said that with a rational view of the current market, the adjustment of the market is not sustainable, the market outlook or will be gradually walked out of a bearish sound, "spring restlessness" or will be realized in February, optimistic about the Chinese word, Shanghai state-owned enterprise reform and other hot spots to re-lead the market out of the current quagmire.
Looking ahead, Everbright expects that in the short term, "reality" may show a weak recovery, and "sentiment" is also expected to strengthen after the Spring Festival, so the market may be in a "strong reality and strong sentiment" scenario in the future, and the market style may be more balanced. In addition, considering that the current market has certain expectations for active capital market policies, if the expectations are disappointed, the "sentiment" may also fall, so the "strong reality, weak sentiment" scenario may also appear, in which the market style may be pro-cyclical.
The prefix "can still be followed."
According to Founder's analysis, whether there will be a market bottom for A-shares at this stage, whether it will be substantial, and whether it will go out of the "W" bottom cannot be determined by simple historical laws. After all, the current fundamentals are almost completely different from history, and it is not valid to use the laws of history to test the current and future trends, and the premise of technical analysis is that the technical side obeys the fundamentals. Therefore, for the subsequent trend of the market, Founder**'s view remains unchanged, the current fundamentals are dominated by confidence, and confidence is the key factor that determines the current and future trend of A-shares.
Wanlian ** believes that since January, a number of meetings and policies have released clear reform signals, based on optimizing the investment ecology of the capital market, increasing the quality and standardized management of listed companies, comprehensively promoting the reform of the capital market, focusing on improving the long-term returns of investors, and promoting the virtuous cycle of the capital market and the real economy and residents' wealth, and putting forward new requirements and goals for promoting the healthy development of China's capital market, and injecting confidence into market investors. In the medium and long term, China's market return is expected to continue to increase steadily.
Wanlian ** suggests paying attention to: under the requirements of market value management included in the performance appraisal of the person in charge of central enterprises, the valuation of central enterprises will increase the momentum of recovery. You can pay attention to the "Zhongzitou" central enterprises with strong performance growth expectations, stable operation and standardized information disclosure; A number of favorable policies have boosted market confidence, boosted investor sentiment, and the liquidity environment in the market outlook is improving.
Liu Kuijun, an investment consultant at Shenzhen Qifu, believes that the market sentiment is still unstable, and the overall decline has not changed significantly, but the "Zhongzitou" and high-dividend stocks are still the main focus of the market in the short term under the dual driving influence of policy guidance and value discovery, and have a high margin of safety.
Qiu Yu, an investment consultant of the National Finance Group, believes that the double index will be created on Wednesday and Thursday, but it will be adjusted again on Friday, and the index will hit a new low, and the sustainability is not strong, and investors can pay attention to the right side of the volume ** opportunity in the future. **Weak**, continue to pay attention to the repair of the concept of central state-owned enterprises. In the medium term, industrial innovation is the focus, and we continue to be optimistic about the opportunities for subdivided industries brought by scientific and technological innovation.
The views in this article are for reference only and do not constitute investment advice. )
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