Sino-Singapore Jingwei client, May 12 (Tuesday), after the Shanghai and Shenzhen cities approached flat, there was a slight downward trend, and then the two cities stabilized. The GEM index is relatively strong, while the Shanghai index maintains a green plate for most of the time. In the afternoon, the technology sectors such as semiconductors and consumer electronics rose rapidly, and the major consumer sectors such as healthcare and food and beverage continued to lead the rise.

　　As of the close, the Shanghai index reported 2891.56 points, a decrease of 0.11%, and the trading volume was 238.476 billion yuan; the Shenzhen Component Index reported 11015.56 points, an increase of 0.42%, and the trading volume was 360.878 billion yuan; the GEM index reported 2122.15 points, an increase of 1.01%.

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　　On the disk, medical services, agricultural products processing, food processing, medical equipment, semiconductors and other sectors led the rise; catering, forestry, shipping, infrastructure, air transport and other sectors fell the most.

　　In terms of concept stocks, virus detection, cosmetics, food and beverage, genetic sequencing, HIT batteries and other gains were among the top gainers, while REITs, BDI index, nickel, superconducting concepts, and unmanned banks were among the top decliners.

　　In terms of individual stocks, 1,348 individual stocks rose, among which 120 individual stocks such as Tuori Xinneng, Xinjingang, Aerospace Machinery and Electronics rose more than 5%. 2,332 stocks fell, including 28 stocks such as Huijin, ST Antai, and ST Rock, which fell more than 5%.

　　In terms of turnover rate, a total of 46 stocks have a turnover rate of over 20%, of which Ruixin Technology has the highest turnover rate of 65.5%.

　　Tianfeng Securities believes that as the economy slowly returns to the right path, the industrial chain (decorative building materials, home furnishing, home appliances) represented by the completion of real estate will also perform on the stock price. Looking forward, some consumer and service industries that have been severely affected by the epidemic, if more powerful support policies can emerge before and after the two sessions, then these industries with low performance and low stock prices may usher in opportunities for expected repairs, such as typical Industries include: movies, cars, catering and tourism.

　　In terms of configuration, China Everbright Securities analyzed the recent series of domestic demand stabilization policies to further clarify the direction of countercyclical adjustment. Pay attention to new and old infrastructure, automobiles and real estate, and focus on some midstream products such as building materials, chemicals, and machinery in the old infrastructure; data show that optional consumption is gradually recovering, and later optional consumption may have more room for profit; market risk premiums already exist With the signs of peaking, the policy orientation will remain loose in the later period. The worst period of technology stocks has passed, and you can pay attention to the left opportunity on dips. Three main lines of investment in global market share increase and necessities' price increase due to supply contraction. (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.)