The Shanghai Index 8 Lianyang recovered the 3000-point mark.
The three major stock indexes of A shares opened collectively on February 23.In the morning, the Shanghai Index broke through the 3,000 -point mark and fell. The three major stock indexes in the afternoon and the three major stock indexes were in the afternoon.
As of the close of February 23, the Shanghai Composite Index rose 0.55%to 3004.88 points; the Shenzhen Stock Exchange Index rose 0.28%to 9069.42 points;1758.19 points.
At this point, this week, the Shanghai Composite Index rose 4.85%, the science and technology 50 index rose 1.73%, the Shenzhen Stock Exchange Index rose 2.82%, and the GEM index rose 1.81%.
"As an important psychological integer gate, it did not fall quickly after touching on Friday.It will still be dominated by holding or increasing holdings; on the other hand, the index will return to 3,000 points, but the cost of the target hold of most people is lower than the early 2900 points. "Wu Jiaxiang, an investment consultant of Guangfa Securities, said.
"After the market 8 consecutive yang emotions are overheated, if the key pressure area is not effective in the early stage, the probability of the short -term adjustment is getting greater and the probability of short -term adjustment is getting greater.Can be counted, "another brokerage investment advisor said that the current market is still cautious to prevent chasing the mood high, but the mid -term and long -term trends are good and have a reversal, and the medium and long line can still maintain long -term thinking.
Technically speaking, the above -mentioned brokerage investment advisor believes that the major indexes are 60 minutes and the daily lines are red stocks, so the overall short -term trend of the market remains intact.However, the major indexes in terms of volume energy are different from the K -line form. There are obvious volume in Shenzhen City, especially the Yin volume of the GEM finger is not small.Signs of stagnation indicate that technical tossing began to appear near the 60th line.
"For this K -line form, there may be two extremes at the beginning of next week.The phenomenon; but if the anti -package cannot fall below the 5th line below, you must carefully replenish the gap down, "the above -mentioned brokerage investment advisory reminds ordinary investors to prevent the second trend.
AI section is continuous strong
AI concept continues strong, short drama games, multimodal models, calculations, calculationsLinea and other blooms, Xuanya International (300612), Icai Group (300781), Weitou Holdings (600715), Beijing Culture (000802), Huayang Lianzhong (603825), etc.Essence
Wells Fund Fund analysis said that the recent overseas science and technology sector hotspot and dense catalytic catalytic, performance exceeds the expected overnight US stock technology leading stock prices hitting a record high, boosting the risk preference for A -share related concepts.On the other hand, Wensheng Video AI model represented by SORA continues to iterate in the fields of text, images, videos and other fields, and further expands AIs downstream application scenarios.Essence
"From the perspective of computing power industry chain, the segments such as light modules can be directly beneficial to overseas computing power investment; and in the context of AI wave and autonomous controllable, domestic computing powerIt is expected to achieve accelerated growth. From the perspective of downstream applications, the current domestic AI application is not as good as overseas in terms of the number of products, categories and functions. With the major domestic models, and more and more AI models are filing, they are approved.Domestic AI applications are expected to accelerate development, "said the Fargo Fund.
In addition to the driving of the technology sector, the Galaxy Fund believes that foreign capital fluctuations are large and the index also rebounds.Wind data shows that the funding and trading factors on Friday are the main reasons for affecting the trend of the index. The foreign capital fluctuates greatly, and the net outflow of the early market exceeds 5 billion yuan.
Data show that the northern direction of funds has returned significantly in the afternoon, and the total net sales of less than 100 million yuan throughout the day were sold nearly 5.5 billion yuan.This weeks cumulative net purchase was nearly 10.7 billion yuan, and the cumulatively increased by nearly 49 billion yuan in a row.
Among the top ten transaction stocks, the top three net purchase volume is Ping An (601318), ICBC (601398), and Agricultural Bank of China (601288).Entering 439 million yuan, 392 million yuan, and 221 million yuan.
The top three sold in the net is Luzhou Laojiao (000568), Changan Automobile (000625), and BYD (002594), which were sold 210 million yuan and 143 million.Yuan, 137 million yuan.
Will a larger level index quotation come?
Will the Shanghai Index continue to attack after 3000 points?
"From the perspective of multi -short forces, multi -party forces are dominant, but the pressure of the empty side is still there. From the perspective of the trend, the Shanghai Index continued to shrink on Friday, and the two cities continued to increase.The turnover is 910 billion yuan. From the 30 -minute K -line, the top back of the Shanghai index is still there, and the daily line continues to maintain a strong attack, indicating that the index level continues to rise by the index of weight representatives.Active. The probability of the Shanghai Index at 3,000 points, the probability of fluctuating and solid in solids. "Wang Nan, an investment consultant of SDIC Securities, believes that for a larger level of index quotes, the current conditions are insufficient, but some quantitative products replenish positions.Continue to hold the shares, the rotation of the general rising market, it is not advisable to chase the stocks frequently, just follow the flow of funds in the industry.
Yi Xiaobin, the investment director of investment rights and interests, said that the next market can still be cautious and optimistic.On the one hand, the short -term rising speed is faster. This trend is definitely not sustainable, and the shock will inevitably occur; the second is that the short -term rebound is the main area, especially the small and medium -sized market value company, but it will soon turn to the turn to turn to the company, but it will soon turn to the steering.There are industries and companies with performance support or continuous promotion of themes.
There are still many views that it is expected to gradually get out of the bottom area or continue to see high.
Xingshi Investment pointed out that the market sentiment after the Spring Festival has continued to repair. From the perspective of the recent capital transaction structure, the endogenous activity of the stock market itself is increasing, and market expectations and transaction tendencies may be treated towardsA good side change.At the same time, information such as the performance forecast of listed companies provides investment clues on some performance end, and market funds may be actively tap investment opportunities.Looking backwards, although the short -term index is repaired, the current valuation of the A -share market is still in the historical section. Whether it is comparison with historical and horizontal comparison with the global market, it has a good investment attractiveness. Therefore, the stock market rebound is still expected to continue.
Xia Fengjing, the manager of Rongzhi Investment Fund, believes that the market has risen a lot in the short term, but only some heavy stocks have excess revenue, and most of the stocks have far from so much.From the perspective of the CSIs full finger, it is only part of the loss of the land in January.On the other hand, even the strong performance index, such as the CSI 300 Index, is only the first monthly yang line that continues to fall in more than three years. The market repair is obviously early.Therefore, from the perspective of the funds game in the field, there is a certain amount of adjustment, and the subsequent hotspots will also face differentiation. However, after this mid -term is formed, the location of the medium -term restoration may not be achieved, or it can continue to see high.
Specific to the sector, Penghuas equity investment three believes that after the market high fluctuations, they pay more attention to the texture and certainty of assets.The main line of dividends, going to sea, and value.Global scientific and technological innovation led by the United States continues to exceed expectations, bringing AI -related AI mapping opportunities, including computing power, related applications, robots, etc.The real economy is facing overcapacity and downward economic growth. In addition to holding bonus assets, you can find the opportunity of the industry leader of oversold repair and the remaining industry.Facing the US elections and trade frictions, the industrial chain opportunities for overseas factories are even greater.
Wells Fund Fund suggested that before the market turning point is further verified, the "triangle" layout can be adopted.The defensive side, equipped with high dividends and low valuation dividends, benefit from the gradual restoration and expected changes in the fundamental aspect; the offensive side can focus on the improvement of the supply side of economic growth and the rise of a new round of industrial cycle. The layout is relatively high fluctuationsThe TMT technology growth sector, especially the Huawei related sectors; the middle layer is mainly stable, the layout has benefited from the markets pessimistic repair, and the cyclical industry that benefits from the economic recovery.
