China-Singapore Jingwei client, April 27 (Monday), the three major A-share indexes opened higher. The sectors such as tourism, hotels, restaurants, etc. were among the top gainers. Concept stocks such as UHV and Ali Concept were active.
The Shanghai Composite Index opened 0.13% higher at 2,812.24 points; the Shenzhen Component Index opened 0.25% higher at 10449.13 points; the ChiNext Index opened 0.37% higher at 2011.16 points.
On the disk, the tourism sector led the gains, and Caesars travel industry daily limit. Telecommunications operations, hotel catering, steel, insurance and other sectors were among the top gainers. Shipbuilding sector led the decline, with all stocks in the sector floating green. The oil, wine, household goods and other sectors performed sluggishly.
In terms of concept stocks, superconducting concepts, UHV, Ali concepts, pork and other topics were active, with the highest gains.
In terms of individual stocks, 1,623 stocks rose, among which 28 stocks such as Jinlei shares, Boji Pharmaceuticals, and Jinzhou Pipeline rose more than 5%. 1502 stocks fell, of which 39 stocks such as Jingliang Holdings, ST East Ocean, and the Institute of Construction Research and Development fell more than 5%.
In terms of capital flow, the top five inflows in the industry sector are other transportation equipment, cultural media, Internet media, marketing communications, and shipbuilding, and the top five outflows are other transportation equipment, cultural media, internet media, marketing communications, Shipbuilding. The top five stocks that flowed into the top five were Jindan Technology, Besme, Compass, Juzi Technology, Taihe Technology, and the top five stocks outflowed were Jindan Technology, Besmey, Compass, Juzi Technology, Taihe Technology. The top five influential themes are O2O concepts, cotton, UHV, wind power, and Shenzhen state-owned asset reform, and the top five out-of-the-box concepts are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned asset reform.
According to data from the China Foreign Exchange Trading Center, the central parity of RMB against the US dollar rose by 100 basis points to 7.0703.
As of the previous trading day, the balance of the Shanghai Stock Exchange ’s financing was reported to be 55.033 billion yuan, a decrease of 6.276 billion yuan from the previous trading day. The margin balance was 15.155 billion yuan, an increase of 4.168 billion yuan from the previous trading day; the Shenzhen Stock Exchange ’s financing balance was 488.802 billion yuan. This is an increase of 48.231 billion yuan from the previous trading day, and the margin balance was reported at 6.291 billion yuan, an increase of 3.463 billion yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1,060.282 billion yuan, an increase of 49.586 billion yuan from the previous trading day.
From the perspective of the north-south capital flow of Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net inflow of northbound funds was 287 million yuan, of which the net inflow of Shanghai Stock Connect was 191 million yuan, the balance of funds on the day was 51.809 billion yuan, and the net inflow of Shenzhen Stock Connect was 96 million yuan The balance is 51.104 billion yuan; the net inflow of southbound funds is 976 million yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 906 million yuan, the balance of funds on the day is 41.09 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 70 million yuan, and the balance of funds on the day is 41.93 billion yuan.
Debon Securities believes that short-term A-shares are suppressed by economic data and poor corporate profits, and there is a high probability of a volatile trend. The market has expected poor corporate earnings in the first quarter, but after all, it is negatively suppressed, and the probability of a sharp increase in stock prices is not high. In terms of strategy, defense was the main focus in the second quarter, focusing on industries benefiting from the epidemic.
The CICC quantitative strategy team pointed out that last week, the market risk appetite has not yet seen a significant expansion, and the average daily transaction volume in Shanghai and Shenzhen is basically flat compared to the previous month. The industry is still relatively divided, and a few industries closed up: the few rising industries are mainly concentrated in the domestic demand-oriented sector, non-alcoholic food and beverage, tourism hotels and catering, agriculture, alcoholic food and beverage, light industry daily chemical, retail and other industries Performance is at the forefront; industries that are more sensitive to global demand and supply factors, such as technology and cycles, have callbacks to varying degrees, and semiconductors, technology hardware and other performance are relatively backward.
The team believes that in the outlook, considering that the overall market valuation is not high and the representative index is located in the long-term support range, the judgment that the A-shares are in the mid-term bottom region is still maintained; however, due to the small-level rebound momentum has weakened significantly, the market There may be a short-term technical callback. It is recommended that investors with tactical adjustment needs wait for the market to have a better time to increase positions. (Sino-Singapore Jingwei app)
(The opinions in this article are for reference only, and do not constitute investment advice. Investment is risky and you need to be cautious when entering the market.)