Contradictions in the market, persistent institutions, intensive research in the technology industry
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Original title: Institutional intensive research on the technology industry Wind data shows that last week (February 17-21), a total of 67 listed companies were surveyed by various institutions.
Institutional research focuses on listed companies in industries such as application software, basic chemicals, aerospace and defense, industrial machinery, electronic equipment and instruments.
Last week, the stocks of the technology industry continued to strengthen, and the institutions also studied intensively the companies listed in the technology industry.
Specifically, the industry was generally up last week.
Although there has been improvement, the rankings of the industry ‘s rise and fall have not changed much, and industry differentiation has continued to intensify. Science and technology and the defense industry have continued to ride the dust. The top five industries that rose last week were electronics, integrated finance, defense industry, communications, and computers, Up 13 respectively.
Real estate, medicine, banking and home appliances are relatively weak.
Fund institutions believe that the impact of the epidemic is slowly weakening, which will help break through market sentiment.
On the whole, after the Spring Festival, the market has become more multi-layered, and the strong trend of the GEM has continued. The main line of the market is still the technology industry.
Technology stocks have been closely watched by wind data from institutions. Last week, 67 listed companies including Li Sichen, Henghua Technology, Langxin Technology, Open Medical, and Brother Technology were investigated by various institutions.
In terms of industry distribution, last week the institutions focused on application software, basic chemicals, aerospace and defense, industrial machinery, electronic equipment and instruments and other listed companies in the industry.
The market showed a general rise last week, but industry differentiation continued to intensify. Science and technology and the defense industry continued to ride the dust. The top five industries that rose last week were electronics, integrated finance, defense industry, communications, and computers. Against this background,Individual stocks in the technology industry are also welcoming intensive research by fund institutions.
Taking the front-end software of listed companies in the application software industry as an example, last week the company ushered in a joint investigation by dozens of institutions such as the China-Thailand Securities Research Institute, Shanghai Ganghe Investment, Shicheng Investment, East Asia Qianhai Securities Co., Ltd., and Oriental Fund.
The company introduced in the research that through the rapid rise of professional investors such as public offerings, private placements, and overseas institutions, the transformation of professional investors, and the need for personalized investment transactions have increased significantly. Cross-domain market transactions, algorithms, strategies, data services, and financingA series of professional transaction service capabilities such as securities lending will be the core competitiveness of financial institutions in expanding professional investor business.
The front-end software creates a comprehensive range of HTS fast transactions, advanced transaction order services, personalized strategic trading, algorithmic trading, proprietary trading and other professional trading service systems for financial institutions such as securities firms, providing advanced trading services, advanced market services, and multiple quantitative strategies.Algorithmic trading, investment management and other polymorphic business support.
In addition to the technology industry, the basic chemical industry and other industries also ushered in a centralized investigation by the organization last week. The companies involved were grand blasting, Hangjin Technology, Tiansheng New Materials, Changyang Technology, Daoming Optics, etc.
Taking the grand blast as an example, last week the company ushered in a joint investigation by Guosheng Securities, social security fund indicators, Wells Fargo Fund, Harvest Fund, Cathay Fund and other institutions.
Issues that the agency is concerned about include the development of the company ‘s defense equipment sector in the future, the company ‘s international market prospects for foreign trade projects, and sales.
The contradiction in the long market continued to be stimulated by the new policy of refinancing. The market rose on Monday, and then slightly adjusted. It rose again on Thursday and Friday.
The Shanghai Composite Index rose 4 last week.
The introduction of new refinancing rules has a significant positive impact on the GEM. The GEM Index rose 7 last week.
Last week, the market’s trading volume continued to increase. In the second half of the week, the market’s turnover exceeded three trillion yuan for three consecutive trading days.
Therefore, the HSBC Jinxin Fund pointed out that the impact of the current epidemic is gradually 杭州桑拿网 weakening. On the whole, after the Spring Festival, the market has gradually become more and more powerful, and the strong trend of the GEM has continued.
Strategically, we should avoid small hotspots and pay attention to mainstream hotspots in the technology stock category.
Zhang Lei, the chief equity expert of Hengtian Wealth and the head of the investment research service department of the Research Institute (Jin Qilin analyst) said that market sentiment has fully recovered, and the short-term market shock is not to be feared.
Zhang Lei said that the equity market has gradually switched to the beginning of the bull market.
In the current market environment, we should focus on finding strong industries and companies from mainstream circuits such as large consumption and core technology.
Whether it is a short-term 杭州桑拿 slump after the holiday or a certain shock adjustment in the future, it is actually part of the bull market shock.
The size of the bull market will provide a very good opportunity for contrarian deployment.
Chuancai Securities pointed out that in the medium and long term, it is in line with the needs of the transformation of the macroeconomic structure, and science and technology industries with an upward industrial cycle boom will be the focus of the market.
In order to hedge the economic downturn caused by the epidemic, the policies are mostly favorable and sustained release, financing costs are reduced, and liquidity improvement is good for the growth sector, especially the new rules on refinancing since the holiday have loosened the fixed increase and GEM-related financing rules, increasing small and medium-sized enterprises.Appeal.Technology stocks, especially the semiconductor and 5G sectors, continue to receive policy and market attention, so the prosperity of the technology sector continues to improve.