Quick news: Gem index rose nearly 1percent and photolithography sector strengthened

category:Finance
 Quick news: Gem index rose nearly 1percent and photolithography sector strengthened


CITIC Securities said that based on the expectations of the counter cyclical adjustment policy of the two sessions and the deregulation of the refinancing policy of the CSRC, it is expected that a shares will still maintain a high risk appetite in the short term, and the upward momentum is still in place. Under the judgment that the epidemic situation does not change the medium and long-term trend of the stock market, it is expected that the growth enterprise board and the small and medium-sized board will continue to outperform the main board with a high probability. The science and technology sector represented by consumer electronics, semiconductors and new energy vehicles and the pharmaceutical sector represented by innovative drugs are the focus of the medium and long-term allocation. At the same time, it is suggested to focus on the sector benefiting from the counter cyclical policy.

Guosheng Securities pointed out that Mondays sharp rise in the market, on the one hand, is due to the deregulation of the refinancing policy, which will bring a rapid recovery of the enthusiasm of capital participation in fixed increase, and help the recovery of the financing capacity of the new economy represented by the stagnant growth enterprise market, so as to improve the quality of enterprise companies and raise the companys premium; on the other hand, the MLF of the central bank lowered 10bp to further open the downward space of market interest rates And the factors of capital profit tend to invest more in equity market expectation to boost market sentiment. Structural differentiation is a high probability after the general rise of the market. At present, affected by the epidemic situation, the promotion of enterprises resumption of production and the strength of counter cyclical adjustment policies are still the focus of our concern. In terms of operation, it mainly focuses on three main lines: 1. Securities companies that benefit directly: after the promulgation of the new regulations, on the one hand, it will bring business increment to securities companies, and will improve market activity and promote the long-term healthy market. Therefore, the securities sector will benefit in the short term and long term; 2. The main growth line of scientific and technological innovation will benefit directly from refinancing. Focus on new energy vehicles, electronics, computers, communications, biomedicine and other industries; 3. The revaluation of the core asset value of the cycle adjusted by the reverse cycle will continue, and building materials, cement, chemical industry, machinery, construction and other industries are expected to gain absolute benefits. Window. STOCK COMPONENT.Push ({code:000001, type:SH INDEX, tag:time}); source: NetEase financial responsibility editor: Yang Qian NF4425

Guosheng Securities pointed out that Mondays sharp rise in the market, on the one hand, is due to the deregulation of the refinancing policy, which will bring a rapid recovery of the enthusiasm of capital participation in fixed increase, and help the recovery of the financing capacity of the new economy represented by the stagnant growth enterprise market, so as to improve the quality of enterprise companies and raise the companys premium; on the other hand, the MLF of the central bank lowered 10bp to further open the downward space of market interest rates And the factors of capital profit tend to invest more in equity market expectation to boost market sentiment. Structural differentiation is a high probability after the general rise of the market. At present, affected by the epidemic situation, the promotion of enterprises resumption of production and the strength of counter cyclical adjustment policies are still the focus of our concern. In terms of operation, it mainly focuses on three main lines: 1. Securities companies that benefit directly: after the promulgation of the new regulations, on the one hand, it will bring business increment to securities companies, and will improve market activity and promote the long-term healthy market. Therefore, the securities sector will benefit in the short term and long term; 2. The main growth line of scientific and technological innovation will benefit directly from refinancing. Focus on new energy vehicles, electronics, computers, communications, biomedicine and other industries; 3. The revaluation of the core asset value of the cycle adjusted by the reverse cycle will continue, and building materials, cement, chemical industry, machinery, construction and other industries are expected to gain absolute benefits.

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