Financial News on November 3rd The Federal Reserve raised interest rates by 75 basis points. Today, A shares three major indexes opened low volatility and rebounded and turned red at the beginning of the session, and then fell into a sideways state. The market fell downwards before afternoon; Shanghai Composite 50 Index fell by more than 1.5%, and the Science and Technology Innovation 50 Index was relatively strong. Intraday gained more than 1% at one point.
closed at midday, the Shanghai Composite Index fell 0.63% to 2984.43 points, the Shenzhen Component Index fell 0.84% to 10786.12 points, the ChiNext Index fell 0.45% to 2365.27 points, and the Science and Technology Innovation 50 Index rose 0.77% to 1045.18 points. The total transaction volume of in the Shanghai and Shenzhen stock markets was 3574.505 billion yuan, and the actual net sales of northbound funds was 3.368 billion yuan. 35 stocks in the two markets hit the daily limit (including ST stock ), and 3 stocks in the daily limit .
industry sector, photovoltaic equipment, electronic chemicals, tourism and hotels, ship manufacturing, pesticides and veterinary drugs, etc., have the highest growth rate, while games, insurance, software development, communication services, Internet services, etc. have declined first; in terms of subject matter, the concepts of supply and marketing cooperatives, TOPCon batteries, salt lake lithium extraction, HIT batteries, CRO and other activities are active.
industry sectors are all green, precious metals , tourism and hotels, banks, coal industries and other sectors are relatively resistant to declines, while motors, glass fiber, batteries, fertilizers industries, agriculture, animal husbandry, fishery, energy metals and other sectors have fallen sharply; in terms of themes, concepts such as EDA, digital currency , and network security are relatively active.
engineering construction sector strengthened, Huilu Ecology, Zhejiang Construction Investment, Shanghai Harbor, China Aluminum International hit the daily limit, Ningbo Construction Engineering , Anhui Construction Engineering Network, Yuancheng Co., Ltd., etc. followed up;
Supply and Marketing Cooperative concept is still active, Tianhe Co., Ltd., Swan Co., Ltd., and Zhongnong Co., Ltd. jointly hit the daily limit, Zhejiang Agricultural Co., Ltd., Huilong Co., Ltd., , Zhongnong Lihua rises to varying degrees;
photovoltaic concept continues to recover, Saiwu Technology, Aixu Co., Ltd. , Sent shares hit the daily limit, Yuneng Technology and Hemai Technology rose by more than 10%;
was stimulated by the positive news, and the energy-saving and environmental protection sector rose, Dechuang Environmental Protection and Qiaoyin Co., Ltd. rose the daily limit, and Yuneng Technology and Hemai Technology rose by more than 10%;
was stimulated by the positive news, and the energy-saving and environmental protection sectors rose, Dechuang Environmental Protection and Qiaoyin Co., Ltd. rose the daily limit, and the daily limit of Dechuang Environmental Protection and Qiaoyin Co., Ltd. rose by the daily limit. , Wanyi Technology and Ruina Intelligent rose by more than 5%;
Tourism and hotel sector rose higher, Xi'an Food hit the daily limit, Jinma Entertainment, Zhongke Cloud Network , Yunnan Tourism rose by more than 5%;
Military Industry sector was intraday movement, Yaxing anchor chain hit the daily limit, Xinjingang, Tianao Electronics, Zongheng Shares, Huaqin Technology, Hangyu Technology , etc. followed up;
Automobile vehicle sector differentiated, Zhongtong Bus hit the daily limit again, Great Wall Motor , SAIC Group , Changan Auto , etc. fell slightly;
virtual reality concept Rapidly cooled down, only Roman shares hit the daily limit, Hubei Radio and Television, Silk Road Vision, Skyworth Digital , etc. all fell;
Information Chuang concept fell back, Jiuqi software hit the daily limit, Nanwei software , Science and Technology Information, Geer software , Jida Zhengyuan and other stocks fell more than 5%;
stocks , major asset restructuring was planned, and Zhujiang Shares boarded three consecutive times;
successfully removed the hat , Zotye Auto hit the daily limit;
ST Senyuan stock price hit the daily limit, Hongsen Rongyuan won 4.53% of the company shares and plans to increase Hold;
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[Institutional Strategy]
Northeast Securities : The bottom stage, emotions are unstable, and it is easy to rise and fall. Therefore, as we follow the market, test the layout, and the falls sharply around 3,000 points, and the will not chase it if it rises sharply, unless it is favorable to implement it; continue to pay attention to the trend of Hong Kong stock and northbound funds in order to infer the timing of stabilization of A-share index , and pay more attention to the new characteristics of the structural market, that is, the structural is more controlled by , the main security lines of , the stumbling neck, the military industry and the rotation opportunities between consumer stocks in the sectors damaged by the epidemic.
Hengtai Securities : As long as you keep the 5-day moving average in the future, you are expected to continue the volatile rebound trend. Only when you fall below the 5-day moving average again can you continue to hit the bottom of . Therefore, in terms of operation, while avoiding blindly chasing highs, use intraday pullbacks to increase the recovery efforts at lows and actively grasp the repair rebound market.
CICC Securities : After the third quarter report is over, the market will enter a performance vacuum period for a period of time. During this period, theme stocks are prone to active, such as recent information innovation, security, virtual reality, supply and marketing cooperatives, which obviously replaced the market's attention to the company's performance in the early stage. We believe that the market characteristics of active themes in the future will continue for a period of time. In addition, from the medium and long term, industries with sustainable prosperity and industries with expectations of performance turning points or marginal improvements in policies are still the focus.
