The broader market has rebounded in a deep V, and individual stocks are "only this green"

  Institutional advice: see more and move less, don’t rush to buy dips

  On March 9, the broader market plunged in the afternoon. The Shenzhen Component Index fell by more than 5% at one point, and then started a "deep V" rebound.

  Replay:

  A shares staged a deep V rebound

  In the early trading of the 9th, A shares collectively opened higher, the Shanghai Composite Index opened 0.31% higher, the Shenzhen Component Index opened 0.31% higher, and the ChiNext Index opened 0.46% higher.

But then the three major stock indexes turned green collectively, and close to noon, the three major stock indexes all fell by more than 1%, and more than 3,900 stocks in the two cities fell.

  After the opening bell in the afternoon, the three major stock indexes continued to fluctuate down and the decline expanded rapidly.

Around 13:43, the Shanghai Composite Index fell below 3,200 points, the first time since July 28, 2020.

Subsequently, the index fell further. The decline of the Shenzhen Component Index once expanded to 5%, the Shanghai Index once fell by more than 4%, and the ChiNext Index fell by more than 4.5%. More than 4,500 stocks in the two cities once fell, and less than 200 stocks rose.

  The market turmoil has led to heated discussions among investors.

In the afternoon, A-shares, stocks, and funds were listed on Weibo's hot search, and their rankings were all the way up.

  In this situation, some netizens said that this year's Spring Festival Gala's out-of-the-circle stage is especially suitable for the occasion - only this green.

There are also shareholders who said that they have become numb, and that less loss is profit...

  Near the end of the session, the decline quickly narrowed after the index dropped.

As of the close, the Shanghai Composite Index closed at 3256.39 points, down 1.13%; the Shenzhen Component Index closed at 12107.17 points, down 1.12%; the ChiNext Index closed at 2566.72 points, down 0.63%.

Over 3,600 stocks in the two cities fell.

  From the perspective of the disk, the stocks with the concept of Eastern Digital and Western Calculation rose rapidly in the afternoon, driving the index to rebound. (000889.SZ) hit the daily limit, and Capital Online (300846.SZ) rose more than 14%.

The coal sector also fluctuated and strengthened. Pingmei Co., Ltd. (601666.SH) rose by the intraday limit and closed up 7.93%.

  The sectors such as nickel metal, oil and gas exploration, ice and snow industry, and fertilizers were among the top decliners.

Nickel stocks fell sharply at the opening of the morning. As of the close, Qingdao Zhongcheng (300208.SZ) fell 19.92%, one step away from the limit.

Huayou Cobalt (603799.SH) quickly fell by the limit at the opening, this was the second consecutive day of Huayou Cobalt's lower limit, and more than 130,000 orders were still closed at the close.

In addition, Shengtun Mining (600711.SZ) also fell by the limit.

  In terms of capital, the trading volume of the Shanghai and Shenzhen stock exchanges exceeded 1 trillion yuan for the fifth consecutive trading day, reaching 1,161.7 billion yuan, which was 51.8 billion more than the previous trading day. .

The net sales of northbound funds was 10.934 billion yuan throughout the day, including a net sales of 5.282 billion yuan in Shanghai Stock Connect and a net sales of 5.652 billion yuan in Shenzhen Stock Connect.

  mechanism:

  Control positions should not be eager to buy bottoms

  According to the analysis of Zhongyuan Securities, it is recommended that investors look more and move less.

It is expected that the Shanghai Index will continue to fluctuate in the short-term and it is more likely that the ChiNext market will continue to drop and seek support in the short-term.

Investors are advised to wait and see in the short-term, and continue to pay attention to the investment opportunities of low-valued blue-chip stocks in the middle.

  Guosheng Securities said that the recent increase in the risk of stagflation in the global economy, the uncertainty of the international situation, and the repeated domestic and foreign epidemics and other unfavorable factors have affected the market's risk appetite to a large extent.

At present, sectors with relatively strong recent performances such as coal, non-ferrous metals, and assisted reproduction have seen obvious compensatory declines, while stocks in sectors with relatively low valuations and adequate previous adjustments have shown stronger resilience. Some focus.

  The agency further pointed out that it is advisable to watch more and move less, control positions, and wait for the market to stop falling.

You can pay attention to the timing of the layout of sectors with strong performance expectations, such as semiconductors and new infrastructure, or it may be a good choice in the current market.

  Chengdu Business Daily-Red Star News reporter Yu Yao Yu Dongmei comprehensive report

Keywords: