High-level supervised training, the A shares that were opened today, the Shanghai compound index opened 0.54%, the Shenzhen component index It increased 0.60% and the GEM index increased by 0.54%. Financial stocks, such as belts and insurances were higher, international gold prices shot, the precious metals sector grew strongly, horse racing actions were better, Luo Niushan It opened almost 5% and high value sales also worked well. .
Ping An Securities believes that the stock market is worth more. The stock market A has benefited from the liquidity relief, the reduction of the risk-free interest rate, the accelerated entry of foreign funds and the long- Establishment of the science and technology board. The willingness of the market participants' risk will increase, although some companies have a low profitability, but some risks do not impede the overall risk appetite.
The main line of investment of the stock market A is concentrated in two aspects. On the one hand, it is a leading company in high quality that adapts to the preferences of products funded with foreign funds and ETF, on the other hand, is in line with the strategic emerging industries and the sector of science and technology, 5G, artificial intelligence, cloud computing, new energy vehicles and other emerging industries.
From the perspective of the expected revenues: stocks> credit bonds> interest rate bonds. In a market with liquidity fluid, funds will gradually increase the intensity of risk taking and interest rate market risk is the lowest, but the expected return is declining. The direction of the asset allocation begins to change in the equity and credit markets. The investment still has to avoid the risk at the business level).
The open source titles said that Yi Huiman was appointed president of the new China Securities Regulatory Commission and China's capital market also introduced the story of the ninth president of the China Securities Regulatory Commission. In fact, coach change means changing ideas and policies. The current share price of A-share is lightweight and the market share is not enthusiastic. The board of science and technology will need to be listed in the first half of the year. It can be said that the challenge facing the new president is very difficult.
"Kechuang Board" is undoubtedly one of the most important highlights of the current capital market. In the current market, "Kechuang Board" investment opportunities concentrate mainly on future quote opportunities for unlisted companies (including the New Third Board Company, Unicorn Company, etc.). ), these are more investment opportunities in the primary market, which may be beyond the reach of most investors. It is mainly discussed how to find the opportunity to invest in "Kechuang Board" in the existing secondary market. Investment Line 1: Venture capital business, intermediary, science and technology incubator.
After market operation, due to manager change change, Monday's opening should be higher. The market has been looking for a breakthrough, so the probability of opening a new high is higher. The increase in weighted stocks has increased the feeling and has raised the market for the fund. However, we must pay attention to the pressure of the sale of 2,650 points. The stock market is still structured and we continue to pay attention to independent controllable technology stocks, such as military industry, semiconductors, chip manufacturing and intellectual property protection. At the same time, you should pay attention to the sustainability of banks, brokers, insurances, liquors and large consumptions.