Sino-Singapore Jingwei Client, March 12th, on the 12th, the three major stock indexes opened higher, the Shanghai Composite Index rose 0.3%; the Shenzhen Component Index rose 0.49%; the ChiNext Index reported 2768.58 points, an increase of 0.8%.

On the disk, power equipment, communications operations, tourism integration, steel II, marketing communications and other sectors led the gains; fisheries, decoration, Internet media, diversified finance, and railway transportation sectors led the decline.

　　In terms of individual stocks, 1630 individual stocks rose, among which Tunghsu Blue Sky, Yongmaotai, GCL Energy Technology and other stocks rose by more than 5%.

1,700 individual stocks fell, of which C Henghui, Lanzhou Huanghe, Jimin Pharmaceutical and other stocks fell more than 5%.

　　In terms of capital flow, the top five industries that flow into the top five are other transportation equipment, cultural media, Internet media, marketing communications, and shipbuilding. The top five outflows are other transportation equipment, cultural media, Internet media, marketing communications, Shipbuilding.

The top five stocks that are the main inflows are China General Nuclear Power, Zhizhen Technology, Rijiu Optoelectronics, Metro Design, and Dongpeng Holdings. The top five stocks that flow out are China General Nuclear Power, Zhizhen Technology, Rijiu Optoelectronics, and Metro Design. , Dongpeng Holdings.

The top five conceptual themes of the main inflow are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned reform. The top five conceptual themes that are outflow are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned reform.

　　As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 80.321 billion yuan, an increase of 1.175 billion yuan from the previous trading day. The securities lending balance was reported at 86.576 billion yuan, an increase of 3.419 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 712.173 billion yuan. , An increase of 1.28 billion yuan from the previous trading day, and the securities lending balance reported 54.743 billion yuan, an increase of 1.732 billion yuan from the previous trading day.

The balance of margin trading and securities lending in the two cities totaled 1,653,813 million yuan, an increase of 7.606 billion yuan from the previous trading day.

　　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 360 million yuan, of which the net inflow of Shanghai Stock Connect is 214 million yuan, the balance of funds on the day is 51.786 billion yuan, and the net inflow of Shenzhen Stock Connect is 146 million yuan. The balance was 51.854 billion yuan; the net inflow of southbound funds was 2.951 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 2.596 billion yuan, the day's fund balance was 39.404 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 355 million yuan, and the day's fund balance was 41.645 billion yuan.

　　According to Xinhua News Agency, US President Biden signed a $1.9 trillion economic rescue plan at the White House on the 11th.

The main content of the plan includes: adding 300 US dollars to weekly unemployment benefits, expanding the scope of unemployment benefits and extending the application period to September 6; injecting about 350 billion US dollars into state and local governments; and reopening schools Provide about 170 billion U.S. dollars and so on.

　　Yang Delong, chief economist of Qianhai Kaiyuan Fund, believes that the new round of economic stimulus plan will bring opportunities to the US economy.

Most ordinary Americans are very short of money, so after they get the money, they will spend most of them on consumption.

Therefore, consumption growth in the United States will increase.

In addition, some people will also use it to enter the stock market, so the US stock market may usher in a new round of rise.

This is beneficial to the recovery of global stock markets.

　　Yang Delong said that from a long-term perspective, these white dragon horse stocks, which represent the new economy and the future growth direction, must have much more room for future growth than the undervalued sector. Why is the undervalued sector undervalued because everyone has a low valuation on it in the future? There is no confidence in the growth of China, and the low valuation is the result, not the cause.

　　Huaan Securities analyzed that the consistent pessimistic trading sentiment in the early market due to the rapid rise in U.S. bond yields and the rapid tightening of monetary policy may have caused the market to oversold in the short term. Now the inhibitory factors have eased or been falsified. The market sentiment can be soothed, so it is expected to start a wave of oversold rebound.

However, due to the excessive polarization of market trading sentiment, short-term volatility will still be large.

(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.)