Today is the first trading day of the Year of the Ox, and the index trends are divided. Among them, the Shanghai Stock Exchange Index closed in the red, and the GEM fell by more than 2%. From the market perspective, digital currency, coal, non-ferrous metals and other sectors were among the top gainers, while white horse stocks, biological vaccines and other sectors were among the top losers.
As of the close, the Shanghai Stock Exchange Index rose 0.55% to close at 3675 points; the Shenzhen Component Index fell 1.22% to close at 15767 points; the GEM Index fell 2.74% to close at 3320 points; the turnover of the two cities was 1.0851 billion yuan.
87% of individual stocks rose, but Moutai fell sharply by 5%
Is the "group stock" loose?
According to the Flush software, 3,605 stocks in the two cities went red in late trading today, of which 132 stocks hit the daily limit; 520 stocks fell, including 8 stocks that hit the daily limit; the market rise-down ratio was about 7:1.
Judging from the increase list, stimulated by the continued rise in crude oil, copper and other bulk commodity prices during the Spring Festival, the oil and mining, non-ferrous metals, coal and other sectors rose sharply. Dozens of stocks, including Intercontinental Oil and Gas, Zijin Mining, Anyang Coal, Shanxi Coking Coal, etc., hit their daily limits.
Bitcoin prices have continued to hit record highs recently, and the pace of "digital RMB" pilots has accelerated. Digital currency concept stocks also performed well today. Sifang Jingchuang , Yinzhijie, and Feitian Chengxin rose by more than 13%, and Guangyun Electrical Appliances, Omar Electrical Appliances, and Futong Information rose by the limit.
In contrast, most of the so-called "group stocks" that have been hotly discussed by investors have fallen sharply today. Among them, Kweichow Moutai has fallen by 5% in a single day, and its stock price has fallen back to 2,470 yuan. Its market value has evaporated by about 10% in one day. 163.2 billion yuan.
Kweichow Moutai stock price time-sharing chart
Haitian Flavor Industry stock price time-sharing chart
Haitian Flavor Industry fell more than 8%, Luzhou Laojiao fell 6.88%, Ningde Times fell 3.79%, and Arowana fell 4.83%.
Yingke Medical stock price time-sharing chart
Pharmaceutical stocks also weakened sharply. Yingke Medical fell by 13.35% in a single day, Aide Biotech fell by 13%, Zhifei Biotech , Xinmai Medical fell by more than 10%, and Jinyu Medical fell by more than 10%. Limit down.
Regarding the post-holiday market conditions, Essence Securities said that during the Spring Festival, the domestic "domestic local" policy gave birth to the strongest Spring Festival stall in history, and the local tourism, leisure and entertainment, catering and other service industries in first-tier and new first-tier cities recovered significantly. Overseas, benefiting from the good vaccination progress, rising expectations for economic recovery, oil prices have risen sharply, and major external stock indexes have turned red across the board. In the short term, benefiting from the seasonal effect of A-shares and rising global market risks, A-shares are expected to have a "good start" after the holiday, and recovery trading will remain the main line of the post-holiday market. In the medium term, the market's sensitivity to liquidity changes is increasing, and the market will be more of a structural bull market. It is necessary to pay attention to the tightening pace of domestic monetary policy and the rising speed of U.S. long-term Treasury bond interest rates.
Guotai Junan Securities Chen Xianshun strategy team believes that the current market is still in the leading trend, but the leading trend is still greatly differentiated. The far-end logic benefits from the resonance of economic growth at home and abroad, the replenishment of inventories in Europe and the United States, and the proximal logic benefits from the increase in industrial product prices. The global raw material cycle leader has higher odds and winning rate. High-quality blue chips are still the trading direction in the next stage. It is recommended to actively deploy non-conglomerate high-quality blue chips, especially the highly prosperous global pricing cycle products and midstream manufacturing industries.
Disclaimer: The information contained in the above content comes from public information and is for sharing and communication only and is not intended as investment advice. If investors enter the market based on this, they do so at their own risk. Investment is risky, so be cautious when entering the market.
Source: China Net Finance Comprehensive
New Media Editor: Xu Zheng
China Net Finance Official WeChat (ID: zgwcjzx)
