turn on
    Mobile finance
    Open APP registered log in

    Home >Stock channel > text

    How to get A shares? Brokers: In February, there are excellent windows to see up to 3000 points.

    2019-02-11 06:49:54

    China Securities Journal

    The overall performance of the global market during the Spring Festival holiday is not surprising.

    US stocks rose slightly this week (February 4th - February 8th), the S&P index rose slightly by 0.05%, the Dow rose 0.17%, and the Nasdaq rose 0.47%. However, US stocks fell sharply on Thursday and the Nasdaq fell more than 1% due to concerns over the global economic slowdown. The US stock market was under pressure, and Hong Kong stocks opened lower on the first trading day after the Spring Festival (February 8). The Japanese and Korean stock markets also fluctuated on the same day. In the end, the Hang Seng Index closed down 0.16% to 27946.32 points; the Nikkei 225 Index fell 1.98% to close at 20341 points; South Korea's Seoul Composite Index fell 1.21% to close at 2176.83 points. US stocks fell first and then rose on Friday night, and 223 points were reversed in the session.

    Unlike the prudence for January, brokerage institutions expressed an optimistic attitude toward the February A-share trend. A number of brokers said that February is expected to be an excellent window for the year.

    January review

    Market moderate stocks are activeFrom

    In January, the two cities index rebounded overall, the Shanghai index bottomed out, with a monthly increase of 3.64%, the Shenzhen Composite Index rose by 3.31%, the small and medium board index rose by 2.84%, and the GEM index was slightly weaker, down 1.80%.

    In terms of individual stocks, after removing the new shares,All diesel powerIn January, the stock price rose by 80.89%, ranking first in the list.Xiongyi shares,Shun Yu sharesRanked two or three. In terms of the drop chart,Asia Pacific PharmaceuticalThe stock price fell 47.80% to become the most bear stock in January, followed byST nine,*ST longevity.

     How to get started after the holiday? The broker said that there were excellent windows in February, and it was as much as 3000 points.

    Source: WIND Information

    From the perspective of the concept sector, the concepts of chicken industry, fuel cell, photovoltaic, industrial Internet, and pig industry are among the top gainers. Fuel cells have become the most popular topic of interest this month. In the January increase list, Quanchai Power and Xiongyi are all related concept stocks.

    From the perspective of Shenwan's first-class industry, household appliances, food and beverage, non-bank finance, and banks are among the top gainers. It is worth noting that, except for the liquor sector, which has ushered in a general increase before the Spring Festival, the differentiation of individual household appliances and food and beverage sectors is more obvious. The industry brand leader has gone out of independent rising market, and the continuous buying of foreign capital has also played a leading role - the whole 1 In the month, the net inflow of funds from the north reached 60.688 billion yuan, a record new record for net inflows in a single month. Whether this trend can continue in February is worthy of attention.

    Brand leading stocks with better performance in January

     How to get started after the holiday? The broker said that there were excellent windows in February, and it was as much as 3000 points.

    Source: WIND Information

    February outlook

    It is expected to be an excellent window for the whole year.

    Unlike the prudence for January, brokerage institutions expressed an optimistic attitude toward the February A-share trend. A number of brokers said that February is expected to be an excellent window for the year.

    In terms of macro liquidity, banks often control the scale of credit at the end of the year, and the first quarter after New Year's Day is the peak of credit.

    As far as stock market liquidity is concerned, after the performance appraisal at the end of last year, the fund entered the peak period of adjusting positions and opening positions in the first quarter, and the probability of increasing capital entering the market increased.

    As far as risk appetite is concerned, the expectation and landing of policy intensive after the Spring Festival will help boost market sentiment.

    As far as the catalyst is concerned, according to the plan, MSCI will publish the information on whether the proposal is passed on or before February 28, 2019. According to the consultation paper, in addition to increasing the inclusion factor of existing Chinese market A shares from 5% to 20%, it is mentioned that the GEM will also be included in MSCI for the first time, and the Chinese mid-cap A shares will be included in the 20% factor. One step incorporation.

    Dongxing SecuritiesIt is indicated that consumption and investment data are moving forward due to the wrong period of the Spring Festival. This means that consumer stocks still have a good selling time after the holiday with the year-on-year high growth of monthly data. The investment data is accompanied by policy blessings, and in February it is expected to become an excellent window for the whole year.

    Great Wall SecuritiesIt is further pointed out that the early stage market has been more pessimistic about performance expectations. After the "explosive thunder", it is a good thing in the medium and long term. Looking back, the market lacks relevant data to verify the fundamentals. The central bank’s willingness to protect funds is stronger and wider. Credit and support for the real economy policy is expected to continue; the relevant rules of the science and technology board have been intensively released, and will certainly set off a wave of investment boom; at the overseas level, the Fed further releases the dovish signal, releasing more space for domestic monetary policy.

    CITIC SecuritiesIt is expected that this round of rebound will be characterized by valuation repair. It will last until March, and the Shanghai Composite Index is expected to hit 3,000 points. Compared with the pre-holiday level, the short-term expected yield is around 15%, which is expected to be the most in the past year. Strong single month performance.

    Zhongzheng Jun combed some brokerage investment recommendations and found that brokers, 5G, and foundation were built for high-frequency vocabulary, and social welfare data became an important factor in the recent investment style.

     How to get started after the holiday? The broker said that there were excellent windows in February, and it was as much as 3000 points.

    Source: WIND Information

    List of some brokerage gold stocks in February 2019

     How to get started after the holiday? The broker said that there were excellent windows in February, and it was as much as 3000 points.

    Hot searchBroker Do more windows 3000 points

    Editor in charge: Robot RF13015

    related news

                    Must not look

    Wonderful recommendation

    Important announcement of the listed company on Monday

    02-11 18:00

    Negative: US companies apply for a 337 investigation into Yongan Pharmaceutical Taurine products

    02-11 17:51

    888.8 billion! A shares sent the biggest start "profit is"

    02-11 22:24

    A-shares open the door to worry: the fundamentals of the Spring Festival leisure market are still cold

    02-11 18:08

    High proportion of dividends to send stocks can be expected. These 15 shares may become "high to send new favors"

    02-11 13:58

    Chinese medicine 50,000 shareholders stepping on thunder blood products AIDS antibody positive influence geometry

    02-11 06:52

    Iron ore prices soared to record highs in several years

    02-11 06:45

    The total number of box office in the Spring Festival is nearly 5.8 billion. Wang Baoqiang may be compensated for the loss of the price.

    02-10 23:59

    A-share headline: Tongzhou will integrate planning with Langfang North Three Counties

    02-12 05:37

    Science and technology board, big consumption, low valuation blue chip stocks

    02-11 06:52

                    Top Comments

           
    comment share it