Sheet appearance
The 5G sector strengthened, with Mingpu Optics and Magnetics and Gosbell trading daily, Yihua, Rihai Intelligent, Dongfang Communication, Xinyisheng, Tongyu Communication, Xinhaiyi, Jinxin Nuo, Fuchun, Xintian Technology, Helitai and Yitong Century leading the gains.
News surface
1, the "international norm" of A shares is stronger. S&P Dow Jones announced its inclusion in the initial target of A shares announced at the end of the year.
On February 5, 65438, local time in the United States, Standard & Poor's Dow Jones announced the results of the 20 18 market classification review, announcing that qualified A shares that can be traded through the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect mechanisms will be included in its global index system, with the classification level of emerging markets. The inclusion will take effect before the market opens on September 23, 20 19, and the inclusion factor is 25% of the investable market value of a specific A-share target.
The scale of fixed investment projects approved by the National Development and Reform Commission this year has exceeded 800 billion yuan.
On the 6th, the official website, Development and Reform Commission, issued the Reply on Chongqing Urban Rail Transit Phase III Construction Plan (20 18~2023), agreeing to adjust the planning of three rail transit systems in Chongqing. So far, the scale of fixed assets investment projects approved by the National Development and Reform Commission this year has exceeded 800 billion yuan.
3. Determination of 3G spectrum division scheme of the three major operators.
On February 6th, 65438, the 5G spectrum division of the three major operators was finally settled, and the 5G commercialization process went further. According to the People's Post and Telecommunications, the three major operators have obtained national licenses for the use of 5G medium and low intermediate frequency test frequencies. In terms of distribution, China Mobile obtained 2.6GHz and 4.9GHz bands, while China Unicom and China Telecom shared 3.5GHz bands, which was roughly in line with previous expectations.
Jufeng viewpoint
On Friday, A shares opened higher and went lower in early trading, and the Shanghai Composite Index stopped falling and rebounded after stepping back on 2600 points. On the disk, communications, security, telecommunications operations, electronic components, software services, electronic information and other industries performed strongly, and medical care continued to adjust; 5G, high-speed rail, security, digital China, Internet of Things and other concepts. Performance, monoclonal antibodies, biological vaccines, intellectual property concepts in the top decline.
The 5G spectrum division of the three major operators was confirmed. Mingpu Optics and Magnetics and Gauss Bell had daily limit, while Yihua, Rihai Intelligent, Dongfang Communication, Xinyisheng, Tongyu Communication, Xinhaiyi, Jinxin Nuo, Fuchun, Xintian Technology, Helitai and Yitong Century were among the top gainers.
Pharmaceutical stocks continued to fall, Lepu Medical fell, Puli Pharmaceutical and Huadong Pharmaceutical fell, and Hua En Pharmaceutical, Yi Ming Pharmaceutical, Livzon Group, Jingxin Pharmaceutical, Haisike, Healthy Yuan, Xinlitai, China Resources Shuanghe, Haichen Pharmaceutical, Kelun Pharmaceutical, Haizheng Pharmaceutical and Huahai Pharmaceutical all fell sharply.
Near midday, the railway infrastructure sector rose: Kaifa Electric had a daily limit, and Huatie, Jinyi Industry, Xianghe Industry, Century Riel, CRRC, Jinxi Axle, Thinking Train Control, Tiantie and Yonggui Electric were among the top gainers.
Jufeng Investment believes that the V-shaped reversal of US stocks before Friday, the announcement of the inclusion of A shares by Standard & Poor's Dow Jones, and the dust of the 5G spectrum division of the three major operators have stimulated the A shares to open higher, the 5G sector rebounded strongly, and pharmaceutical stocks continued to decline; Near midday, the large infrastructure sector started, which did not change the market downturn. It is expected that the short-term market will be dominated by shocks and bottoming out. In operation, we will continue to pay attention to oversold and low-priced stocks with abundant liquidity in the short term, and focus on new energy vehicles, large infrastructure and 5G concept stocks with strong certainty in the mid-line.
Corporate strategy meeting >>& gt
Investment strategy will come! They explained that the A-share market in 2008 may change from "wind bull" to "wave bull"
Future investment strategy >>& gt
CITIC's investment strategy: give priority to the market's high probability regression and shock growth (including gold stocks)
Zhongtai Securities: Four factors affect the trend of A shares. At the end of the year, the market turned from defensive to offensive (there were 65438+February gold stocks)
Li Lifeng and Guo Jin's strategy: A-shares may be polished repeatedly, focusing on the four major sectors (with 65438+February gold stocks)
Click to view >>> 65438+February institutional investment guide Ace latest solutions top expert solutions.
(Article source: Jufeng Investment)