Regarding the investment in the market outlook, Zhang Menfa, the general manager of Haokun Shengfa Investment in an interview with a reporter from the Securities Daily, believes that on Monday, the Shanghai Index once again pulled the sun to end the Lianyin trend. At present, the Shanghai Stock Exchange Index is maintained at 3200 to 3,500 points. If there is no major benefit in the short term, it will be difficult to break through the 3500 How to operate the Yuexin health stock tomorrowline to hold the dense zone. It is expected that the Shanghai Stock Exchange Index box will continue to operate in the future. If it breaks through 3,500 points, pay attention to whether the resonance of the trading volume and the news side can support a firm stand.
Essence Securities said that demand for white and kitchen appliances improved in the third quarter, and the boom in small household appliances continued. With improved real estate sales and completion data, demand in the home appliance industry is expected to increase. The high prosperity of small household appliances continued, and small household appliances such as kitchens and cleaning appliances performed well. The growth trend of export sales is expected to continue, and exchange rate appreciation may put pressure on the profit side. The rising trend of raw material prices is obvious, and the gross profit margin of the air-conditioning and color TV industries may be under pressure.
In a more optimistic scenario, it is expected that the bank’s bad debt risk clearing and provisioning will be quite thorough in 2020, asset quality will perform better than expected in 2021, the starting point of valuation restoration will be lower than 2016-18, and the extent of restoration will be greater than 2016-18. That is, the valuation of A/H shares rose by more than 38%/67%.
① At the macro level, the bull-bear cycle is an objective law and cannot be avoided. Microscopically, even for bull stocks, the level of return is highly correlated with bulls and bears. ②Drawing from history, there are generally two major signals for the peak of the bull market: fundamentals and emotional peaks. This round of bull market is still in the three-wave rise of two-wheel drive. ③In the phased rebalancing of the market structure, the short-term and post-cyclical finance is better, and the medium- and long-term main line is still the technology that represents transformation and upgrading.
Insurance stocks continued to rise strongly, with sector indexes hitting new highs recently: Ping An, China Life Insurance, China Pacific Insurance, Xinhua Insurance and other violent surges, shares in insurance concepts Xishui shares and Tianmao Group performed well. Bank stocks fluctuated higher: Zhangjiagang Bank rose by the limit, Wujiang Bank, Bank of Changshu, Bank of Jiangyin, Bank of Guiyang, Bank of Hangzhou, Bank of Nanjing, Bank of Guiyang, Bank of Ningbo and others went up against the trend.
According to market intelligence, the price of propylene oxide rose by 21% in just 4 days. In the early stage, the market mainly focused on polypropylene, which is one of the mask materials, but less attention was paid to propylene oxide. As the price of propylene oxide expanded, funds gradually flowed into related sectors. Yesterday, How to operate the Yuexin health stock tomorrowwhen the Shanghai stock index fell 0.57%, a large number of concept stocks, Hongbaoli, were purchased, and the stock price rose 4%, a cumulative increase of 14% since April 2.
The top ten stocks with the increase in market value of northbound capital holdings this week, except for China Merchants Bank, which was reduced by 94.6 million shares, were all increased by northbound capital. Among them, Ping An, Ping An Bank, Industrial Bank (601166), Poly Real Estate (600048) The number of added stocks exceeds 20 million shares, which shows Northbound Funds' preference for low-valued stocks.