During the holiday period, the outside US stock began to rise. Some positive news and negative news made the Shanghai Composite Index open more expectations after the holiday. In addition, the competition between bulls and bears has not changed. The long energy reunited in September has surged. So next week, the Shanghai Composite Index and , GEM , will there be hope for a sharp rise?
A shares : Good news, is the big rise going to start? Stock market prospects next week!
Institutions frequently conducted research in the second quarter, enthusiasm increased in the third quarter, and institutions frequently conducted research in half of the listed companies in the stock market. Concentrated medical, industrial, and automotive industries. Many celebrity fund managers actively participate in stock investment, which has enabled the three major stock indexes to start the gathering of funds, and when buys the bottom of . In addition, the liquidity of money is still loose, and the fund's enthusiasm for research has been upgraded, which is conducive to the stock market's bottoming out at a faster pace. The decline is currently at a time when the emotional venting is exhausted. After the selling pressure of short , the big rise is about to start, and there is hope to start an upward trend next week.
1 More than 4,800 listed companies in the first half of the year, with total revenue and net profit increasing year-on-year, exceeding 9% and more than 3%, respectively. Many companies with revenue and net profit exceeding 70% are high-quality companies with large market value. As of September, the dividend plans of 124 listed companies are still concentrated in high-quality leading stocks in various industries. In this way, value investment is the main direction behind it.
More than 50% of institutions maintain neutral positions for during the National Day, and 30% of institutions have heavy positions for celebrating the holiday. The stock market rose in April, with the new energy and photovoltaic industries, and the positive news continued to increase. Institutional medium and high position is likely to be in the high prosperity track. In this way, 40% of institutions are optimistic about the investment trends of large sectors, and 50% are optimistic about popular tracks. The track stocks and hot sectors in the next week are in a time when institutions are heavily in holdings, and there is hope to attract funds to rise again.
In history, many companies actively repurchase shares, which means that the stock market is at a low point. In January and September this year, there were more than 400 repurchase announcements, regardless of the quantity and scale, than last year. The peak period of repurchase was in March and April, indicating that many companies believe that the stock market fell significantly in April. If the Shanghai Composite Index is close to the low point in April again, it is likely to set off a new repurchase wave.
Fund managers have increased this year compared with last year. During the year, the scale of self-purchases in 118 fund companies has exceeded 6 billion yuan. Unfortunately, 193 products purchased by themselves are still losing money. Coupled with the third quarter report, the performance of listed companies has accelerated recovery compared with the second quarter. Many fund managers are still optimistic. The rise in the Shanghai Composite Index is expected to increase the repurchase amount in the remaining period of this year, which is beneficial to some stocks.
sector overview: Gaining momentum to brew upward, and start climbing anytime and anywhere next week
Hot topics, (1) Coal. Coal supply is tight, and coal prices in many places have risen again. Although the coal sector is at a high point, the fundamentals are still unchanged. This means that coal prices maintain an accelerated growth trend and there is hope to continue to rise.
(2) Electricity. As of August, the installed power generation capacity reached 2.47 billion kilowatts, an increase of more than 7% year-on-year. The investment in electricity has maintained growth, which is beneficial to the power sector.
The author believes that after the previous sharp drop, many sectors were at the bottom. The positive news has surged frequently in recent times, and some sectors have already launched a sign of counterattack. The stock market is currently at a time when the valuation has dropped sharply and the investment value is highlighted. The subsequent fundamental repairs and hot topics have already accumulated momentum to brew upwards, and many sectors will start to rise next week.
To sum up, institutions are still optimistic about the subsequent trend, and the valuation levels of the three major stock indexes are in the bottom range. After the risk of decline is accelerated and consumed, the trend of bottoming out and counterattack has begun to be brewing inadvertently. If it escapes the risk of decline next week, there is hope of starting a new upward trend.
is for reference only and does not constitute investment advice. You can walk by and just a little finger!
