Sino-Singapore Jingwei client Friday, May 15 (Shanghai) The Shanghai and Shenzhen markets rebounded after turning higher and lower. On the disk, most sectors such as daily chemicals and semiconductors are red, and the lithography machine concept, RSC concept, Guangdong, Hong Kong and Macau concepts are active.
As of the close, the Shanghai Composite Index reported 2886.46 points, a decrease of 0.07%, and the trading volume was 246.878 billion yuan; the Shenzhen Component Index reported 10964.89 points, an increase of 0.03%, and the trading volume was 380.063 billion yuan; the GEM Index reported 2124.31 points, a 0.31% increase.
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On the disk, semiconductors, audio-visual equipment, power supply equipment, gold, forestry and other sectors led the gains; airports, beverage manufacturing, medical services, tourism comprehensive, white goods and other sectors fell ahead.
In terms of concept stocks, capital leaders, cotton, integrated circuits, gallium nitride and other gains were among the top gainers, while beer, liquor, monoclonal antibody concepts, ophthalmology, and ventilator were among the top decliners.
In terms of individual stocks, 1781 stocks rose, among which 128 stocks such as Anke Biology, Valin Xingma and Huashengchang rose more than 5%. 1796 stocks fell, and its 22 stocks such as China Agricultural Technology, Jintian Copper and ST Tianyan fell more than 5%.
In terms of turnover rate, a total of 38 stocks have a turnover rate of more than 20%, of which Saiwu has the highest technical turnover rate of 74.91%.
Huaxin Securities said that the continuous rebound volume has actually hinted that the rebound is coming to an end, and if you want to open a new rebound market, volume can be a crucial step. Of course, it can also be driven by a strong external good, but the current market None of them are satisfied, so we believe that A-share high probability will choose "squat" first, and then start the market. In the short term, the front will continue to shrink, and beware of the broad decline of the index.
In terms of configuration, Great Wall Securities believes that the overall pattern of turbulence will continue in May, focusing on structural opportunities. It is recommended to focus on new and old infrastructure with strong certainty and boosting domestic demand. The old infrastructure includes building materials, construction, construction machinery, chemical industry and other subdivisions, and the new infrastructure includes 5G-related downstream applications. It is recommended to continue to pay attention to 5G, semiconductors, domestic substitution-related, new energy vehicle industry chains, etc .; consumer demand in the second quarter is likely to recover as the epidemic subsides. It is recommended to focus on stable performance, strong expected essential consumption, high-end liquor, milk Products, as well as industries such as automobiles that are now at the bottom.
Guosheng Securities said that compared with US stocks, the current valuation of the leading PE of most A-share consumer industries is relatively high, and PB is more reasonable. The valuation premium of A-share consumer leaders comes from high growth. The growth rate of A-share performance is generally higher than that of US stocks. From the perspective of PE-G, the valuation of A-share consumer leaders is still within a reasonable range. The epidemic situation at home and abroad is misaligned, and the A-share consumer leader is the first to usher in profit restoration. And compared with the global leading US stock consumption, the A-share consumer leader with strong domestic demand under the impact of the epidemic has a stronger performance advantage. From the perspective of PB-ROE, the valuation of A-share consumer leaders is relatively reasonable. (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.)