On the 6th, the turnover of the A-share market was less than 1 trillion yuan, but there were more than 3,400 stocks, including 105 with a daily limit, and the market made money better. Wind power, reducer, photovoltaic glass, robots and other concept sectors were among the top gainers. Industry analysts believe that the market shrinks but the activity is not reduced, this year or will be a big year for industrial trend investment and policy theme investment, it is recommended to focus on the four main lines of investment opportunities.
New energy track stocks rebounded across the board
On the 6th, the new energy track picked up across the board, with photovoltaic and wind power leading the rise. In wind power, the power transmission 20 cm daily limit, Taisheng Wind Energy, Haili Wind Power rose by more than 10%, Chuanrun shares, Tianshun Wind Energy, Times New Materials, etc. In the photovoltaic sector, Ancai Hi-Tech has a daily limit, and Follett, Deli Shares, and Kibing Group are among the top gainers. Energy storage concept stocks strengthened simultaneously, with Xinte Electric, Wangbian Electric, Huaxi Energy, Tengya Seiko rising to the limit, Yineng Power, Delong Huineng, etc.
In addition, concept stocks such as robots, new quality productivity, and flying cars have all risen actively. Tianqi shares, Ruineng Technology, Zhucheng Technology, Keli, Xiaxia Precision, Yuanda Intelligence and other robot concept stocks collectively rose to the limit. The concept of new quality productivity is active throughout the day, and the daily limit of Kelai Electromechanical, Jinzi Tianzheng, Hongying Intelligence, Baiao Intelligence, etc. On the contrary, automobiles, insurance, media, electronic chemicals, and banks are relatively sluggish. **In terms of the two cities, the ratio of rise and fall is close to 2:1, of which 105 are up and down, and the market has a good money-making effect.
As of **, the turnover of the Shanghai and Shenzhen stock markets was 931.7 billion yuan, a decrease of 135.3 billion yuan from the previous trading day, and the turnover fell below one trillion yuan. Northbound funds fluctuated greatly during the day, with a net sale of 14600 million yuan, once a net ** more than 4 billion yuan.
The external market was not good, and the three major U.S. stock indexes closed down overnight. Dow Jones**104% at 385857 p.m.; S&P 500**102% to 507865 points; NASDAQ**165% at 1593959 points. Among them, Intel**537%, SAFTSE**504%, leading the Dow lower.
Pay attention to the interpretation of the four main lines
For the trend of the A-share index on the 6th, Wang Yuqian, an investment consultant of Yuanda, said from a technical analysis that the trend volatility increased on Wednesday, and the time was full of twists and turns, bottoming out in the morning, and falling again in the afternoon. On the trend, the pattern of bullish operation continues to be maintained, but the closing of the doji shows that the bulls and bears have entered a weak balance pattern. Next, pay attention to the contest of long and short funds, if you can increase the volume, the short-term strong trend pattern is expected to continue further, otherwise it will continue to run first. The GEM refers to the continued closing of the sun, repeatedly sorted out around the 89-day line, the MACD indicator shows divergence, and the short-term attention to the support of the 5-day line.
On the whole, the bullish trend is still maintained, and there is no major problem with the optimistic response, but the divergence is increasing, and the rotation is rapid, and the defensive awareness is still necessary. In terms of rhythm, pay attention to the light index and heavy **, it is recommended to avoid high and low, especially for varieties that have risen too much and have a top signal. In terms of operation strategy, Wang Yuqian suggested.
Recently, a number of brokerages have interpreted the work report and tapped the potential investment opportunities. China Merchants believes that it is necessary to pay more attention to the investment opportunities brought by policy trends and industrial trends, and this year may be a big year for industrial trend investment and policy theme investment. It is suggested to focus on four main lines: the optimization and upgrading of the industrial chain (industrial machine tools, robots, etc.); Actively cultivating emerging industries and future industries (intelligent networked vehicles, hydrogen energy, innovative drugs, commercial aerospace, low-altitude economy); further promote the innovation and development of the digital economy (artificial intelligence + action, data elements, computing power system); The follow-up interpretation of concepts such as promoting consumption and stabilizing investment (trade-in, equipment renewal).
According to the analysis of China Securities Construction Investment, the "new quality productivity" represented by the growth of science and technology may still be the focus of the next stage. Referring to the reform of state-owned enterprises focusing on the main business, benchmarking against the world-class, and becoming better and stronger, it is expected to enhance investors' sense of gain from the perspective of value realization. Its recommendations focus on the development of "new quality productivity", the expansion of domestic demand (equipment renewal, trade-in), state-owned enterprise reform, silver economy and other investment directions.
Reporter Chen Hui.