Sino-Singapore Jingwei Client, December 14th. On the morning of the 14th, A-shares opened slightly higher and then fluctuated higher. The ChiNext index rose more than 1% to stand at 2,700 points again.
As of the noon close, the Shanghai Index reported 3360.48 points, an increase of 0.4%, with a turnover of 194.14 billion yuan; the Shenzhen Component Index reported 13629.39 points, an increase of 0.55%, with a turnover of 236.398 billion yuan; the ChiNext Index reported 2715.76 points, an increase of 1.04%; the Shanghai 50 Index It reported 3459.62 points, an increase of 0.93%.
GEM refers to the early trading trend Source: Wind
On the disk, auto stocks led the gains, with Dongfeng Motor and Xiaokang's daily limit; food, beverages, military industry, biological products, environmental protection, semiconductors, medical equipment, home appliances and other sectors led the rise.
Liquor stocks became active again. Qinghai Spring and Laobaigan wines daily limit, Shunxin Agriculture and Golden Seed Wine soared by more than 7%, Gujing Gongjiu, Qinghai Barley Wine, Jinhui Wine, etc. followed up; duty-free shop concept stocks were active, and Tempus International rose Over 14%, Wangfujing's daily limit, Hongqi Chain, Caesars Travel, and Bailian shares rose.
Coal stocks led the decline in the two cities, and individual stocks are approaching all greens. Shaanxi Black Cat hits the limit, Anyuan Coal and Yunmei Energy hit the intraday limit; petroleum, steel, nonferrous metals, mining services, insurance, brokerage, aquaculture and other sectors led the decline .
In terms of individual stocks, 2364 individual stocks rose, among which many stocks such as Meihao Land, Huanrui Century, Zhongsheng Pharmaceutical, etc. rose by more than 5%; 1544 individual stocks fell, of which open-pit coal, Nangang, Hongda Mining and other stocks The decline was more than 5%.
In terms of turnover rate, there are a total of 12 stocks with a turnover rate of more than 20%. Among them, N Kexing has the highest turnover rate, reaching 50.56%.
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 capital is 106 million yuan, of which the net outflow of Shanghai Stock Connect is 1.01 billion yuan, the balance of funds on the day is 53.01 billion yuan, and the net inflow of Shenzhen Stock Connect is 1.116 billion yuan. The balance was 50.884 billion yuan; the net inflow of southbound funds was 1.117 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 99 million yuan, the fund balance on the day was 41.901 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.018 billion yuan, and the fund balance on the day was 40.982 billion yuan.
Guotai Junan analysis pointed out that after the vaccine is catalyzed, the global economic recovery in 2021 has become the consensus of investors. The domestic cycle, the rise of financial stocks and global commodities have begun to price the recovery of forward demand.
The pace and slope of the future global recovery in the next phase are more important than the direction for earnings expectations and stock pricing.
On the other hand, the retreat of domestic policies and the expectation of credit tightening are still the key to restraining the rise of investor risk appetite and the breakthrough of the market.
Guotai Junan said that it maintains the judgment of 3100-3500 shocks, and the see-saw of profit restoration and liquidity tightening expectations determines the current market's pattern of top and bottom expectations.
During the adjustment, investors will gradually increase their positions. Investors have lowered their risk assessment of the global recovery. Trading recovery is still the core theme of the current market. We are optimistic about the stock investment opportunities brought by the superposition of the spring turbulence and the cross-year allocation.
(Zhongxin 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.)