In terms of sectors, a few sectors such as China shipbuilding, aquaculture, military industry, Baijiu, and banks are booming, while Shenzhens state-owned assets reform, public transportation, digital currency, securities companies, gold concept and other sectors are back.
By 15:00, the inflow of northward funds accelerated, with a net inflow of 6.320 billion yuan, Shanghai Stock connect of 3.214 billion yuan, and Shenzhen Stock connect of 3.106 billion yuan.
Citic securities issued a paper saying that to promote the great circulation of the capital market, it is necessary to accelerate the reform of the basic system. Recently, the central government has attached great importance to the reform of the capital market. It is expected that the reform ideas in the future can be summarized as financing side, investment side and institutional side. At present, Chinas household asset allocation is not balanced, and financial assets, especially stock assets, may have a larger expansion space. The continuous reform of capital market can lay a good foundation for the wealth effect of stock assets and help expand domestic demand strategy.
Yang Xiaotong, an analyst of Galaxy Securities media industry, said that with the gradual improvement of the epidemic situation, the resumption of production and work in the film and television industry has been promoted in an orderly manner, and relevant departments have issued tax support policies for the film industry. It is expected that more supporting policies will be issued in the future, and the industry is expected to continue to warm up and walk out of the trough. At the same time, a large number of film and television companies were closed and cancelled during the epidemic period, and the industry concentration is expected to continue to increase. It is suggested to pay attention to the film and television leading companies with rich content reserves and high content quality.
Source: Netease Financial Editor: Yang Qian_ NF4425