Hong Kong United Securities believes that from the perspective of the index, the market has shown a signal to stop the decline, especially the direction of the medium and special estimates is the stabilizer of the index. Next, we need to pay attention to whether the volume can stop the decline and rebound, which is an important factor in determining the space for this round of repair. variable. In terms of operation, a balanced allocation is recommended. There are certain opportunities for short-term and medium-term special estimates and growth. Pay due attention to rebound opportunities such as new energy, the Belt and Road Initiative, and finance, and chase up cautiously.
After the Shanghai Index dropped to the support level of the annual line, it quickly rebounded and regained its position on the key platform of 3300 points, and the deep V market reappeared. From the perspective of the weekly level, after the market pulled back to the 20-week line, it quickly stabilized and stopped falling, and once again stood on the 5-week line, the index's upward trend has not changed. Can be cautious to see more. In terms of operation, it is best to deploy individual stocks with superimposed concept of compensatory growth expectations in themes such as state-owned enterprise reform, energy storage, and artificial intelligence on bargain hunting.
On Monday, the A-share market rebounded from the bottom and rose in shocks. The stock indexes of the two cities basically showed the operating characteristics of first falling and then rising throughout the day. The current average price-earnings ratios of the Shanghai Composite Index and ChiNext Index are 12.95 times and 35.88 times respectively, which are below the median level in the past three years. The market valuation is still in a relatively low area, which is suitable for medium and long-term layout. The trading volume of the two cities on Monday was 938.3 billion yuan, which is in the median area of the average daily trading volume in the past three years. In the future, the overall stock index is expected to maintain a volatile pattern. At the same time, it is still necessary to pay close attention to changes in policy, capital and external factors. We recommend that investors maintain 60% of their positions and pay short-term attention to investment opportunities in industries such as new energy, power grid equipment, military industry, and finance.