Shanghai Stock Index focuses on 2900 points and pays attention to policy theme opportunities-g227

The stock index around 2900 saw the point of short-term concern policy themes opportunities sina finance Level2:A shares of sina finance: App speed Kanpan live on-line blogger to tutor Caixin network (reporter Hui Chenchen) Wednesday stock index continued fluctuated in the SOE reform theme behind, strong V index closed red reversal; but stocks differentiation continued all day long, causing gem trend is relatively weak, the overall market is still in the seesaw. Analysis of the industry, the market impact force and non integer points need rotation, combined with the current volume, it is difficult to rebound overnight, investors need not pay attention to policy opportunity to act with undue haste. Strong market V reversal by overnight outside Pudie, yesterday A market opened lower across the board, but due to the SASAC confirmed to the media ten reform today, SOE reform theme contrarian active, Jihua Group, Xinxing Ductile Iron Pipes and other first limit, but the market in profit taking pressure under the overall adjustment, pre stir the subject shares is obvious. After the reform of state-owned enterprises, promote the military theme rally to expand, cars, utilities and other second tier blue chip rotation, and large financial sector stabilized significantly, urged the stock index closed red reversal. At the close, the stock index at 2928.90 points, up 0.88%; the Shenzhen component index reported 10307.63 points, up 0.08%; the CSI 300 rose 0.65%; small plates, the gem fell by 0.21% and 0.65% respectively. Two cities clinch a deal 580 billion 600 million yuan, compared with the previous day slightly increased by 2%. Stocks, the two cities a total of 1397 stocks rose, 1087 stocks fell; of which 65 non ST stocks daily limit, 8 shares limit. An industry, commercial trade rose 2.26%, national defense, transportation and other 6 industries rose more than 1%, computer, media, electronics, communication ranked in the first four. The concept of classification, disperse dyes, rose 6.37%, Shanghai state owned reform, pork, Disney, the Shanghai Free Trade Zone, cold chain logistics rose more than 3%, VR, gaosongzhuan, time shares, titanium dioxide decreases. Overall, the market yesterday, slightly Shanghai deep weak and strong, the theme of the policy opportunity is relatively prominent, and enthusiastically participated in the pre small cap stocks, especially in the Internet related stocks, significant adjustment. On the news, yesterday the central bank open market 40 billion yuan repurchase operation; data China investor protection fund, which last week gold net inflow of 141 billion 500 million yuan; Chinese settlement data show that the number of new investors last week rose 35.8%, ending two consecutive weeks down momentum, some analysts pointed out that this is the gradual warming of the market signals. The short-term concern policy theme Ding Zhenyu that Jufeng investment adviser market continued to narrow shocks, upward pressure digestion, 2900 points after a firm will hit the 3000 point integer, but this requires the market to form a cohesive force, rather than the current round of action. Rebound will not happen overnight, investors do not have to rush, it is recommended to continue to focus on the benefit of the "two sessions" policy plate. There are also private equity analysts said that the index may be further concussion, stabilization and expansion of space situation, but the operation is significantly enhanced difficulty. Because of the reform of the central enterprises, the performance of the stock market is not good enough

沪指围绕2900点拉锯 短线关注政策主题机会 新浪财经Level2:A股极速看盘 新浪财经App:直播上线 博主一对一指导   财信网(记者 惠晨晨)周三沪指持续宽幅震荡,在国企改革题材力挺下,指数强势V型反转收红;但题材股分化全天持续,致创业板走势相对较弱,市场整体仍处拉锯中。业内人士分析,市场冲击整数关口需要合力而非轮动,结合目前量能看,反弹很难一蹴而就,投资者也无需操之过急,继续留意政策主题机会。   大盘强势V型反转   受隔夜外盘普跌影响,昨日A股市场全线低开,但因国资委向媒体证实十项改革试点今日将出,国企改革题材逆势活跃,际华集团、新兴铸管等率先涨停,但市场在获利回吐压力下整体出现调整,前期热炒的题材股尤为明显。午盘国企改革题材升势扩大,带动军工、汽车、公用事业等二线蓝筹轮动,且大金融板块明显企稳,力促沪指反转收红。   截至收盘,沪指报2928.90点,涨0.88%;深成指报10307.63点,涨0.08%;沪深300涨0.65%;中小板、创业板分别下跌0.21%、0.65%。两市全天成交5806亿元,较前日小幅增长2%。个股方面,两市共有1397只个股上涨,1087只个股下跌;其中65只非ST股涨停,8股跌停。   一级行业中,商业贸易上涨2.26%,国防军工、交通运输等6行业涨逾1%,计算机、传媒、电子、通信位居跌幅前四。以概念分类,分散染料涨6.37%,上海国资改革、猪肉、迪士尼、上海自贸区、冷链物流涨逾3%,VR、高送转、次新股、钛白粉跌幅居前。总体来看,昨日市场略呈沪强深弱,政策主题的机会相对突出,而前期热炒的小盘题材股,尤其是互联网相关个股,出现明显调整。   消息面上,央行昨日公开市场进行400亿元逆回购操作;中国投资者保护基金公司数据显示,上周保证金净流入1415亿元;中国结算数据显示,上周新增投资者数量环比增长35.8%,结束连续两周下滑势头,有分析指出,这是市场逐步转暖的信号。   短线关注政策主题   巨丰投顾丁臻宇认为大盘继续窄幅震荡,消化上行压力,2900点站稳后将冲击3000点整数关,但这需要市场形成合力,而不是目前的轮动。反弹不会一蹴而就,投资者不必操之过急,建议继续关注受益“两会”政策的板块。   亦有私募人士分析表示,指数可能会出现进一步震荡企稳拓展空间的态势,只是操作难度明显增强。因为央企改革概念股的业绩成长性不佳,持续力度也不宜期待。所以,指数继续强势,但操作难度增强。   在此背景下,私募人士建议投资者继续持股,但不宜频繁操作,仍以一季度业绩超预期、产品价格上涨概念股为主要持仓品种。   招商证券指出,由于反弹的时间窗口仍未结束,因此回调之后仍然有机会冲击3000点一带,回调目标可能在10日线,创业板指已经考验了一次10日线。操作上,短期回调至10日线附近还有一次做多的机会,但随着时间推移,反弹的后半程力度可能比前半程弱,“两会”政策题材,如反映民生的养老、医疗、农业等容易受到短期资金关注。   中泰证券分析师罗文波认为,当前基本面未发生变化情况下,短期市场仍然在反弹阶段,对A股市场仍然保持相对乐观的判断,随着市场逐渐走强,主题投资值得参与。行业配置方面,第一,可逐步加大弹性较大的成长性行业配置,建议关注TMT、军工等;第二,建议关注有“十三五”规划叠加稳增长刺激的行业,特别关注供给侧改革概念及有政策催化剂的国企改革板块;第三,关注年报业绩稳定增长个股,关注高送转主题投资。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: