Under the selling pressure of the profit-taking market after the surge, the three major indexes of A shares 1 1.30 collectively opened lower. In early trading, the two cities fluctuated and rebounded, and the increase was slightly expanded before noon. In the afternoon, the decline in brokerage stocks triggered the two cities to get out of the diving market, while there was a sharp rise in the late session, and the two cities closed up.
At the close of1October 30th 165438+, the Shanghai Composite Index rose by 0.05% to 3 15 1.34. The Science and Technology 50 Index fell 0.22% to 1000.26; The Shenzhen Component Index rose by 0. 18% to1108.5 points; The GEM index rose 0.24% to 2345.35438+0 points.
Statistics show that 189 1 stock in the two cities rose, 2,882 stocks fell, and 2 18 stocks were flat.
So far, in the month of 165438+ 10, the Shanghai Composite Index rose by 8.97%, the Kechuang 50 Index fell by 1%, the Shenzhen Component Index rose by 6.84%, and the Growth Enterprise Market Index rose by 3.54%.
165438+1On October 30, the Shanghai and Shenzhen stock markets traded a total of 931700 million yuan, a decrease of 36.4 billion yuan compared with 96.8100 million yuan in the previous trading day. Among them, the turnover in Shanghai Stock Exchange was 404.5 billion yuan, a decrease of 34.6 billion yuan compared with 439,654.38 billion yuan in the previous trading day, and the turnover in Shenzhen Stock Exchange was 527.2 billion yuan.
A total of 63 stocks in Shanghai and Shenzhen stock markets rose more than 9%, and 7 stocks fell more than 9%.
Northbound capital 1 1.30 entered the market to sweep the goods at the end of the day, and bought 491.70 billion yuan in net all day, adding positions1.
The industrial chain of new energy vehicles rebounded across the board, and real estate stocks differentiated.
In terms of sectors, the new energy automobile industry chain rebounded across the board, driving automobile stocks to lead the two cities, with faw liberation (000800), Zhejiang Shibao (002703), Longxue Group (603949), Tellus A (00025) and Changan Automobile (000625) trading daily.
The real estate stocks are divided, but there are still nearly 10 shares such as China Wuyi (00079 1) and Urban Construction Development (600266). At the same time, the first shares (600376) fell, Poly Development (600048) and Binjiang Group (600048).
With the adjustment of pharmaceutical stocks, Tailong Pharmaceutical (600222), Sailong Pharmaceutical (002898), Jingfeng Pharmaceutical (000908), Shang Rong Medical (00255 1) and Innovative Medical (002 173) decreased by more than 4%.
The computer sector was in a downturn, with Nantian Information (000948), Jida Jacky (003029) and China Software (600536) falling by more than 5%, and Far Light Software (002063) and Creative Information (300366) falling by more than 3%.
The positive factors in the current market are increasing.
Founder strategy believes that the positive factors in the current market are increasing. On the one hand, A shares have entered the middle and late period of the profit down cycle. Recently, relevant policies, including the real estate industry, have been intensively introduced to help economic development, consolidate the foundation for economic stabilization, and provide good support for the subsequent fundamental stabilization of listed companies; On the other hand, US inflation data is lower than market expectations, and overseas interest rate hikes are expected to slow down. At the same time, the current position of A shares has more similar characteristics to the previous bottom reversal, so we still look forward to the market outlook. Structurally, in the initial stage of bottom reversal, the market reversal effect is remarkable, so we can pay attention to the repair of market value.
Zheshang Securities pointed out that looking forward to 65438+February, with the continuous efforts of policies, the market situation can be expected. As far as the general trend is concerned, the market in 65438+February can be expected under the stimulus of RRR interest rate cut and real estate policy. For RRR cutting, the statistical law since 2008 shows that if one of emotional surface repair or fundamental surface repair is superimposed after RRR cutting, the market rising probability will be significantly improved after 15 trading days. At present, although the fundamental improvement has not yet signaled, the emotional aspect has been repaired, so this RRR cut is expected to boost the market in 65438+February. As far as structure is concerned, emerging industries pay attention to advanced manufacturing, while traditional industries pay attention to the reversal of difficulties. In view of advanced manufacturing, we pay attention to low-permeability fields such as strong chain, energy revolution and intelligent economy. For traditional industries, pay attention to the repair opportunities of cultural tourism chain and real estate chain.
Orient securities said that the long and short market forces temporarily shifted, and bulls took the initiative. The Shanghai Composite Index is expected to continue to rise after building the top of the head and shoulders, and remains cautiously optimistic. Real estate chain related companies are still a clear choice in the short term.
Central china securities predicted that the stock index as a whole is expected to maintain a volatile pattern, and at the same time, it is still necessary to pay close attention to changes in policies, funds and external factors. Investors are advised to maintain 60% positions and pay attention to investment opportunities in finance, engineering construction and pharmaceutical industries in the short term.
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