Sino-Singapore Jingwei, December 28th. On the 28th, the three major indexes collectively opened higher.
The Shanghai Composite Index rose 0.10% to 3,69.64 points, the Shenzhen Component Index rose 0.14% to 14,736.73 points, and the ChiNext Index rose 0.20% to 3,300.31 points. Soybeans, super fungi, and automobiles led the two markets. NFT concept , Fuel ethanol, chicken farming and other sectors were among the top decliners.
The ratio of all trading stocks in Shanghai and Shenzhen stocks was 2055:1549. The two stocks had a daily limit of 10 and a limit of 3.
As of December 27, the margin of margin trading and securities lending in Shanghai and Shenzhen stocks was 1.83 trillion yuan.
The balance of financing on the day was 1.72 trillion yuan, an increase of 3.474 billion yuan from the previous trading day; the balance of securities lending that day was 116.455 billion yuan, a decrease of 557 million yuan from the previous trading day.
In terms of individual stocks, the daily limit shares during the call auction period are as follows: Longjin Pharmaceutical (9.98%), Jinghua Pharmaceutical (10.00%), Xinzhu (9.95%), Yuguang Gold and Lead (9.96%), Jianfeng Group (9.99%) .
Guolian Securities believes that the market is expected to shift from "performance bull" to "valuation bull"; in terms of style, growth stocks may be expected to enjoy a higher valuation premium.
In the short-term, we will focus on large financial valuation repair opportunities and the reversal of midstream difficulties.
Valuation restoration opportunities for large financial sectors.
The current large financial sector is almost at the lowest valuation level in history, and is lower than the valuation of the corresponding sector of the US stocks.
With loose liquidity, the large financial sector has the momentum to repair valuations. In particular, the brokerage sector, as the most growing segment, may be expected to gain greater flexibility.
(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.)