Income evaluation: growth enterprise market index rose 2.65percent this week, and capital inflow from the north is 7 billion

category:Finance
 Income evaluation: growth enterprise market index rose 2.65percent this week, and capital inflow from the north is 7 billion


In terms of sectors: titanium, pork, gaming concept, Guangdong, Hong Kong and Macao were the top gainers, while seed industry, masks, telecommuting and online education were the top gainers.

As of 15:00, the net inflow of capital from the north is 7.008 billion yuan, that of Shanghai Stock connect is 3.588 billion yuan, and that of Shenzhen Stock connect is 3.420 billion yuan.

For the current capital market, Qin Yi, research director of Hongde fund, judged that the epidemic has little impact on the medium and long-term economic trend. 2900 points are in a low position, and there is limited downward space. Therefore, we can invest in the equity capital market as much as possible, and buy good companies at a relatively cheap price. Qin Yi believes that after the completion of the structural transformation of the macro-economy, the macro-economy will be a very dynamic economy.

Tianfeng Securities pointed out that the epidemic has a significant short-term impact on real estate, which is good for property management, bad for commercial real estate, and relatively neutral for residential real estate. We lowered the forecast of residential sales and completion growth rate, and we are optimistic about the further improvement of property management penetration and concentration. The rent and rental rate of commercial real estate are under pressure. Short-term key recommendations: Vanke A, Jinke, Poly Real estate , investment surplus, poly property; continuous suggestions: 1) high quality real estate companies: Vanke A, Poly Real estate, Jindi group, investment Shekou, Jinke Co., Ltd., Zhongnan Construction, Yangguang City, rongchuang China, Shimao, Longhu group, Xuhui holding, Midea real estate, etc.; 2) property management leaders: investment surplus, poly property, country garden service, Xincheng Yue, Yongsheng life Green city service, elegant life, etc.; 3) commercial real estate and old Renovation: Joy City, China International Trade, urban investment holding, urban construction development.

Galaxy Securities pointed out that a shares rose continuously after the end of the festival, and the capital from the North came in a small net inflow for three consecutive days, with the volume of trading enlarged. After the recent strong rebound in the market, the increase was large. In addition to the adjustment of the new crown epidemic diagnosis standard today, the inclusion of clinical diagnosis cases made the new diagnosis sharply increase. The short-term decline adjustment was in line with our previous judgment. At present, the new crown epidemic situation has been improved and returned to work in an orderly manner. The guidance policy of the Political Bureau meeting will continue to work. In the vacuum period of economic data, when the market is subject to shocks and adjustments, there is no need to panic and be pessimistic. The internal momentum of the current market rebound has not changed, and long-term opportunities can be actively arranged. The trend of the future market continues to pay attention to the leading role of epidemic situation and policy regulation, as well as the impact of the epidemic on the economy, which will be gradually reflected in the economic data released in March. It is suggested that we should seize the opportunity to make up for the growth of low-level sectors, focus on the long-term investment opportunities of growth technology such as new energy vehicles, 5g construction and application, and adjust the layout of bargain hunting in the short term.

Minsheng Securities believes that at present, the public offering positions and valuations of science and technology sector are at historical highs, and the possibility of positive expectation difference deduced by fundamentals is small, and some science and technology shares need to pay attention to avoiding the callback risk in the short term. The real estate sales are at the bottom of the cycle, supported by the high prosperity of construction completion, and may benefit from the counter cycle plus code, infrastructure support, and the downward positive catalysis of financing interest rate. The Standing Committee of the Political Bureau, held on February 12, stressed that we should better play the role of active fiscal policy, focus on key areas, optimize the investment direction of local government special bonds, mobilize the enthusiasm of private investment, and accelerate the construction of a number of major projects. The valuations of steel, coal, real estate and construction industries are all close to the bottom level of the market in early January 2019. The short-term resource products and infrastructure real estate sectors are superior in terms of cost performance and pay attention to the trading opportunities brought by the price rise of resource products. Strategically, we focus on the core assets with key positions in public offering. After this round of adjustment and valuation, the core assets return to the bottom of a reasonable range, resulting in high cost-effective allocation opportunities. Window. Stock. Component. Push ({Code: 00000 1, type: shindex, tag: time}); source: editor in charge of Finance and economics, Netease: Yang Qian, nf4425

Minsheng Securities believes that at present, the public offering positions and valuations of science and technology sector are at historical highs, and the possibility of positive expectation difference deduced by fundamentals is small, and some science and technology shares need to pay attention to avoiding the callback risk in the short term. The real estate sales are at the bottom of the cycle, supported by the high prosperity of construction completion, and may benefit from the counter cycle plus code, infrastructure support, and the downward positive catalysis of financing interest rate. The Standing Committee of the Political Bureau, held on February 12, stressed that we should better play the role of active fiscal policy, focus on key areas, optimize the investment direction of local government special bonds, mobilize the enthusiasm of private investment, and accelerate the construction of a number of major projects. The valuations of steel, coal, real estate and construction industries are all close to the bottom level of the market in early January 2019. The short-term resource products and infrastructure real estate sectors are superior in terms of cost performance and pay attention to the trading opportunities brought by the price rise of resource products. Strategically, we focus on the core assets with key positions in public offering. After this round of adjustment and valuation, the core assets return to the bottom of a reasonable range, resulting in high cost-effective allocation opportunities.

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