Financial News on December 15th Today, the three major indexes of A shares opened with mixed fluctuations. After the Shanghai Composite Index and the market fell slightly at the beginning of the market, sideways , and the ChiNext Index rose briefly and then fluctuated and consolidated.
As of the midday closing, the Shanghai Composite Index fell 0.28% to 3167.73 points, the Shenzhen Component Index fell 0.07% to 11313.38 points, the ChiNext Index rose 0.36% to 2376.5 points, and the Science and Technology Innovation 50 Index rose 0.29% to 987.09 points. The total transaction volume of in Shanghai and Shenzhen was 3476.865 billion yuan, and the actual net purchase of from northbound funds was 32.61 billion yuan. 28 shares of in the two markets hit the daily limit (including ST shares ), and 3 shares of hit the daily limit . In terms of the industry sector, the growth rate of automobiles, semiconductors, Internet services, electronic components, automotive parts, etc., ranked first, while precious metals, gas, food and beverages, coal industries ranked first; in terms of subject matter, Chiplet, data elements, state-owned cloud, Internet of Vehicles, Information Technology, digital currency and other concepts are active.
data element concept continues to strengthen, Yunsai Zhilian, Zhejiang Digital Culture and other limit ups, Zhuochuang Information and Shenzhen Sunda A hit the daily limit up;
Information Chuang concept heated up continuously, Infeituo hit the daily limit up, Jingyeda hit the daily limit up, Faben Information, Huina Technology and others followed up;
Chiplet concept rose again, Dagang Shares , Yitian Shares , Zhongjing Electronics hit the daily limit;
logistics industry abnormal movements during the trading session, Yinfei Storage, Pegasus International hit the daily limit, Xinning Logistics , Hengjidaxin , Hua Pengfei and others have risen sharply;
car complete vehicle stocks rose before noon, Ankai Bus hit the daily limit, Asia Star Bus , BAIC Blue Valley , Zhongtong Bus, CIMC Vehicle , Salis, etc. followed suit;
stocks , in terms of , it plans to raise funds to acquire Zhuhai duty-free 100% equity , Gree Real Estate 5 consecutive boards;
China Pharmaceutical hit the daily limit, and will be responsible for the import and distribution of Pfizer's new crown oral drug Paxlovid;
plans to establish a holding subsidiary to carry out the production and sales of new energy materials and equipment, and Evergrande High-tech hit the daily limit.
looks forward to the future market. Oriental Securities believes that this round of rebound has lasted for nearly two months. In the context of economic recovery , the time and space dimensions still have strong participation value. From a medium-term perspective, new industries such as security, information technology, semiconductors and other new industries are still worth looking forward to.
Northeast Securities points out that it is more inclined to first configure balancedly and then make a tendency layout when the style structure is clearer and more stable in the next few days. Of course, a priori, there is a high probability that the market will rotate towards science and technology innovation in the future. Therefore, when the number of decliners is greater than the number of risingrs and the style is not determined, the strategy response is balanced. That is, on the one hand, Mao Index, weighted stocks, , etc., should be better at leading companies with high performance. On the other hand, technological growth is mainly used for individual stocks, first, ETFs are the main ones to avoid individual stocks stepping on the mine.
Everbright Securities analysis said that Feder rate hike will not interfere with the market too much, but after implementation, it can alleviate the uncertainty faced by the market in the short term. The key to whether market sentiment can heat up again lies in whether policy preferences can enter a stage of further improvement at the node of the Central Economic Work Conference. The market is currently waiting. The rebound has entered a tangled period, and it is recommended to watch more and move less and to ambush more. The liquor and food that have been repaired after the epidemic are rotated again, but this rotation that lacks volume energy will not be too continuous. The pharmaceutical sector basically fulfills the rhythm, and there are opportunities for differentiation, but it will become more and more difficult to grasp. In the short term, you can pay appropriate attention to rotation opportunities in gold, agriculture, military industry and other directions.
