All A shares opened higher than 2800 shares and rose! Vaccines are good, and European and American stock markets are happy
The Sino-Singapore Jingwei client, May 19, was stimulated by news such as favorable vaccine research and development. US stocks reached a new high overnight, and global stock markets generally recovered. On the 19th, the three major A-share indexes opened higher, with the Shanghai stock index up 0.77%, the Shenzhen Component Index up 0.94%, and the GEM Index up 1.07%.
On the disk, bus, air transportation, hotels, plastics, scenic spots and other sectors led the gains; gold, comprehensive, planting, shipbuilding and other sectors fell the top.
In terms of concept stocks, yesterday's daily limit, smart speakers, vaccine testing and traceability, oil and gas equipment services, and voice technology were among the top gainers, while gold, GM, agricultural planting, scarce resources, and artificial meat were among the top decliners.
In terms of individual stocks, 2,870 stocks rose, among which 28 stocks such as Tieliu, West Construction, and Yunnan City Investment rose more than 5%. 555 stocks fell, of which 7 stocks such as Xinruida, Rongda Sensing, Shenwu Environmental Protection and others fell more than 5%.
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European and American stock markets soar, new coronary pneumonia vaccine hopes to heat up
The optimism of the new coronary pneumonia vaccine trial drove the stock market and oil prices soaring. US stocks hit their best performance in more than a month. The Dow Jones index rose more than 900 points, the largest single-day gain since early April.
As of the close, the Dow Jones Industrial Index rose 3.9% to 24597.37; the S & P 500 index rose 3.2% to 2953.91 points; the Nasdaq index rose 2.4% to 9234.83 points.
The major European stock indexes rose sharply, the German DAX index rose 5.67%; the French CAC40 index rose 5.16%; the British FTSE 100 index rose 4.29%.
Japan and South Korea stock indexes opened sharply higher on the 19th. The Nikkei 225 index opened 1.67% higher; the Korea Composite Index opened 2.10% higher. In addition, FTSE China A50 Index futures opened up more than 1%.
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Moderna said on Monday that the company's experimental new coronary pneumonia vaccine showed encouraging results in small-scale early trials. The virus-neutralizing antibodies produced by the vaccine are similar to those found in recovered patients.
The company said that the vaccine induced an immune response in some healthy volunteers who were vaccinated, and the vaccine was generally safe and well tolerated.
In addition, the market also gained confidence from the comments of Fed Chairman Powell. He expected that the US economy will gradually recover and reiterated that if necessary, more monetary stimulus measures would be introduced.
In his testimony to be submitted to the Congressional Committee on Tuesday, Powell stated that because of the economic shock caused by the new crown pandemic, the Fed will use "a variety of tools to support the economy."
What are the market opportunities? Brokers favor the consumer sector
New latitude and longitude in the data map
In terms of market strategy, Bohai Securities believes that, from the perspective of the recent frequent inquiries issued by the regulatory authorities for listed companies with high short-term popularity, the supervision of subject matter speculation may be tightened. In the short term, affected by external events, investor sentiment may cool down. The two sessions held this week can focus on the determination of important economic goals and policy tone during the two sessions.
In terms of industry allocation, Bohai Securities believes that based on counter-cyclical adjustment policies, it can pay attention to the overweight of old and new infrastructure; for the big technology and new energy vehicle sectors, the mid-term configuration value is still there, and investors should choose the leader while focusing on timing. In terms of themes, pay attention to opportunities in the national reform and military sectors.
Societe Generale said that the market is dancing with the spring breeze of policies, the "domestic demand" center is gradually recovering, and "the blue chip is on the stage, the growth is singing" is being performed. In terms of configuration, with stable performance and a bottom valuation area, foreign capital outflows have shifted to the inflow of core assets blue chip. Real estate investment exceeded expectations, optional consumer-related home appliances; brokerages benefiting from lower interest rates, policy reforms, and improved business; 5G-related, semiconductor chain, 5G application cloud, media games, media video and other "technical infrastructure" fields.
Yesterday, the A-share market rebounded in shock. The three major stock indexes all performed. The Shanghai index turned red under the leadership of white horse stocks. Qian Delong, chief economist of Qianhai Open Source Fund, said that he has always been optimistic about the consumer sector and recommended that investors configure the three major directions of consumption, brokerage and technology according to the ratio of 5: 3: 2, which means that at least half of the positions should be allocated in Consumption of white horse stocks, because consumption is China's comparative advantage, and the future growth of consumption is relatively certain, consumption of white horse stocks has brand value.
According to Yang Delong's analysis, the two sessions were held during the epidemic, so from the perspective of the issue, there should be some measures to deal with the epidemic, including stimulating consumption and new infrastructure, so consumer white horse stocks and technology leading stocks are two major directions that need to be focused . (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.)