Who can keep up with these hot spots? Technology stocks, industrial hemp, artificial meat, etc. rose sharply

category:Finance
 Who can keep up with these hot spots? Technology stocks, industrial hemp, artificial meat, etc. rose sharply


Early today, heavy stocks fell sharply. Banking sector led the two markets down, with Xiamen bank down more than 9%, Zijin bank and Xian bank falling more than 5%. Brokerage plate also fell back, Guojin securities, Guolian securities and other fell first.

In addition, coal, non-ferrous metals and other cyclical plate also significantly callback, Zhengzhou coal and power opened down, Anyuan coal industry fell more than 5%.

On the other hand, theme stocks are active. In the early trading, the concept of industrial marijuana went up sharply, and Tonghua Jinma trading limit was followed by Longjin pharmaceutical and Xinbang pharmaceutical. In addition, the concept of blind box also rose, Jinyun laser, Gaole shares, Chuangyuan shares rose.

On December 3, Tonghua Golden Horse dragon tiger list showed that Huaxin Securities Shanghai Branch, a well-known hot money seat, bought a seat at a high price, with a net purchase of 14.5744 million yuan. The seat also participated in the Bank of Zhengzhou, founder electric machinery and other stocks speculation.

Market hype enthusiasm does not decrease, the long silent agricultural planting plate also continued to rise. Mogao shares trading, Honghui fruits and vegetables, snow banyan biology and other up.

Short term sharp correction of wine plate also ushered in a warm. Beer plate, Chongqing beer limit, Huiquan beer, Lanzhou Yellow River and other up. In the yellow rice wine plate, Jinfeng liquor industry rose more than 3%. Liquor plate, Jiugui Liquor, Laobaigan liquor and other increases in the front.

CSCI pointed out that in the first half of the year, liquor companies cleared inventory and controlled delivery, accelerated the delivery progress in the second half of the year, superimposed on the recovery of demand, and this years performance certainty improved quarter by quarter. From a long-term perspective, the liquor industry is still the best track. The trend of good demand in the liquor industry will not change, and the market share will not change. The optimization trend of product structure under consumption upgrading will not change. The expectation of better performance of liquor enterprises in the next four to five quarters will not change.

At present, the market has entered the last trading month of 2020. How does the stock index go in December in history? Which sectors performed better in December? According to wind data, in the past decade, the Shanghai Composite Index has risen four times, the Shenzhen composite index has risen six times, the small and medium-sized board and the growth enterprise market have risen three times. Overall, the main board in the past time, the probability of rising in December is larger.

As for the industry sector, according to wind data statistics, in the industry with the highest growth rate in December of the past 20 years, telecom services have the largest number of times. The second was the medical industry, four times. In addition, the consumer, real estate and financial sectors led the major industries to rise twice in December.

As for the cross year market of a shares, Qin Peijing, chief strategic analyst of CITIC Securities, believes that a shares are in a slow growth period driven by continuous improvement of fundamentals. In the future, new overseas easing measures are expected to boost global risk appetite. The domestic economy will continue to be stable and sound, and the policy will remain stable. It is expected that the behavior of institutional warehouse adjustment at the end of the year will promote the pro cyclical plate market to continue to the first quarter of next year, while the relative profit growth advantage of the new economy sector is expected to be reflected in the second half of 2021. According to Chen Guo, chief strategic analyst of Anxin securities, the overall market is still in an upward trend of shock. Under the deepening recovery, stable liquidity expectation and vaccine expectation, A-share is expected to usher in a cross-year market. At this stage, it is suggested that the market adjustment should be regarded as an opportunity to be grasped around the main line of Pro cyclical. Guotai Junan pointed out that in 2021, the economic momentum will be enhanced and the spring restless expectation will be superimposed, and the markets economic growth expectation will be further revised, which will make the index possible to break through 3500 points, but it will still return to the pattern of 3100-3500 points in the first half of 2021. In the second half of 2021, the recovery of profit exceeding expectations and the rise of risk preference under the expectation of the 14th five year plan reform will be the reasons for the situation to break. Editor: Zhu Shaoyong source: China Securities Network Author: Sun Yue editor in charge: Zhong Qiming_ NF5619

As for the cross year market of a shares, Qin Peijing, chief strategic analyst of CITIC Securities, believes that a shares are in a slow growth period driven by continuous improvement of fundamentals. In the future, new overseas easing measures are expected to boost global risk appetite. The domestic economy will continue to be stable and sound, and the policy will remain stable. It is expected that the behavior of institutional warehouse adjustment at the end of the year will promote the pro cyclical plate market to continue to the first quarter of next year, while the relative profit growth advantage of the new economy sector is expected to be reflected in the second half of 2021.

According to Chen Guo, chief strategic analyst of Anxin securities, the overall market is still in an upward trend of shock. Under the deepening recovery, stable liquidity expectation and vaccine expectation, A-share is expected to usher in a cross-year market. At this stage, it is suggested that the market adjustment should be regarded as an opportunity to be grasped around the main line of Pro cyclical.

Guotai Junan pointed out that in 2021, the economic momentum will be enhanced and the spring restless expectation will be superimposed, and the markets economic growth expectation will be further revised, which will make the index possible to break through 3500 points, but it will still return to the pattern of 3100-3500 points in the first half of 2021. In the second half of 2021, the recovery of profit exceeding expectations and the rise of risk preference under the expectation of the 14th five year plan reform will be the reasons for the situation to break.