Sino-Singapore Jingwei client April 7 (Tuesday) US stocks surged overnight, the global stock market also rebounded in retaliation, Shanghai and Shenzhen opened higher. Popularity on the disk has remarkably warmed up. Agriculture, forestry, animal husbandry, fishery and food and beverage have led the gains. The concept of digital currency and artificial meat has also performed well. The Shanghai index rose nearly 2% and stood at 2800 points. The GEM index rose more than 3%.

A screenshot of the entire A-share red wind

As of the close, the Shanghai Composite Index reported 2820.76 points, an increase of 2.05%, and a turnover of 286.628 billion yuan; the Shenzhen Component Index reported 10428.91 points, an increase of 3.15%, and a turnover of 445.455 billion yuan; the ChiNext Index reported 1969.78 points, an increase of 3.31%.

Analysts said that the current fundamentals of A-shares do not support the stock market's plunge, but risk factors still exist, and the trend of the market needs to wait for the inflection point to go overseas. The April index may be at the bottom of the shock.

On the disk, sectors such as fisheries, gold, aerospace equipment, planting, and animal health led the gains; sectors such as airports led the decline. In terms of concept stocks, white sugar, digital currency, aquatic products, yesterday's daily limit, and unmanned banks were among the top gainers.

In terms of individual stocks, 3694 individual stocks rose, among which 149 individual stocks such as Sichuan Chengyu, Huatong and Aoxiang Pharmaceuticals rose more than 5%. 79 stocks fell, of which 3 stocks such as Zhongqian shares, Yingjie Electric and Yudang Diamond fell more than 5%.

In terms of turnover rate, a total of 38 stocks have a turnover rate of over 20%, among which Yingjie Electric has the highest turnover rate of 57.9%.

In terms of capital flow, the top five inflows in the industry sector are computer applications, chemicals, chemical pharmaceuticals, securities firms, and electronics manufacturing. The top five outflows are computer applications, chemical pharmaceuticals, electronics manufacturing, chemicals, and medical devices. The top five influx stocks are Shenzhen Technology, Shandong Gold, Soyut, Zhengbang Technology, Huasheng Tiancheng, and the top five stocks outflow are Shenzhen Technology, Yuyue Medical, Renfu Pharmaceutical, Dongfang Yuhong, Zhengbang Technology. The top five influential conceptual themes are financing and securities lending, underlying securities conversion, MSCI concept, Shenzhen Stock Connect, and Shanghai Stock Connect, and the top five conceptual themes are financing and securities lending, underlying securities, Shenzhen stock Connect, MSCI Concept, Shanghai Stock Connect.

Ping An Securities believes that under the current hedging model, the certainty of the configuration value of safe-haven assets is still higher than that of risky assets. Among the risk assets, the price of crude oil in commodities should pay more attention to the game of the crude oil countries in addition to the impact of the epidemic. The price of agricultural products will rise due to the isolation of the epidemic and the weather; and equity assets will oscillate after the rapid downward phase. The national regions and industries whose fundamentals are the first to be repaired will usher in a structural market.

Global stock market rose Wind screenshots

Guotai Junan said that the biggest stage of the impact of overseas stock market volatility on A shares has passed. Factors such as A share fundamentals, valuation, and capital do not support the stock market's plunge. In the past few trading days, positive market signals have gradually increased. Judging from the first quarterly performance announcements published by the semiconductor and consumer electronics industries, the epidemic situation is less affected, and many still maintain high growth. Subsequent technology stocks are expected to gradually stabilize.

Shanxi Securities believes that the global liquidity crisis is only temporarily easing, the huge US subordinated debt is still a hidden danger, the overseas epidemic has not yet seen an inflection point, the degree of fundamental damage and the repair time are unpredictable, the risk is difficult to effectively price, market expectations It will be repeatedly disturbed by the news of all parties, and the current high volatility and high risk characteristics of the market will continue. It is recommended that investors may consider reducing the short-term timing risk by means of a fixed investment index, and make mid-to-long-term allocation to the A-share and Hong Kong stock markets. It is recommended to pay attention to the industry configuration: large infrastructure (building, building materials), new infrastructure, gold, agriculture (seed industry, pigs, chickens), automobiles. (Sino-Singapore Jingwei app)

(The opinions in the article are for reference only, and do not constitute investment advice. Investment is risky, and you need to be cautious when entering the market.)