Sino-Singapore Jingwei, December 2nd. On December 2, the three major indexes opened lower.

The Shanghai Composite Index fell 0.10% to 3,573.25 points, the Shenzhen Component Index fell 0.17% to 14,769.69 points, and the ChiNext Index fell 0.24% to 3,464.92 points. Tobacco, paper, packaging and printing sectors led the two markets, NFT concept, cloud The gaming and artemisinin sectors were among the top decliners.

  The ratio of all trading stocks in Shanghai and Shenzhen stocks was 1481:2293. There were 17 daily daily limits and 1 daily limit.

  As of December 1, the margin of margin trading and securities lending in the Shanghai and Shenzhen markets was 1.85 trillion yuan.

The balance of financing on the day was 1.73 trillion yuan, an increase of 2.99 billion yuan from the previous trading day; the balance of securities lending on the day was 126.269 billion yuan, a decrease of 2.463 billion yuan from the previous trading day.

  In terms of individual stocks, the daily limit shares during the call auction period are as follows: Minfeng Special Paper (10.02%), Zhongrui Stock (10.02%), Shunhao Stock (10.09%), Wanli Stock (10.03%), Guangyang Stock (9.98%).

The lower limit shares are as follows: Jiangshan shares (-10.00%).

  West China Securities suggests that the allocation should still focus on growth, taking into account low valuations. In addition, the recent mutation of the new virus is expected to give rise to the market for the pharmaceutical sector.

Specific to the industry configuration, it is recommended to pay attention to: new energy (vehicle) (smart grid, energy storage, wind energy, photovoltaic, etc.), medicine, electronics, banking, etc.

Thematic investment concerns: "Dual Carbon, Military Industry, Consumption Upgrade", etc.

  Essence Securities said that the current focus is on the high-prosperity long track represented by the "Ning Group", including photovoltaics, new energy vehicles (auto parts, lithium resources, lithium batteries), CXO, military industry, etc.

Continue to pay attention to opportunities for valuation restoration in food and beverage sectors.

Avoid industries that may be affected by the outbreak, such as tourism, catering, and aviation.

(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.)

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