2024-01-17 01:26:00
CITIC Securities pointed out that the overall travel data for New Year’s Day in 2024 is better, and the demand for leisure travel such as ice and snow tours is strong. According to the Spring Festival booking data so far, it is expected that the recovery of tourist flow during the Spring Festival compared with the same period in 2019 is expected to be further improved compared with New Year’s Day, and the resilience of residents’ leisure travel consumption demand will be verified. The recovery trend of outbound travel is clear. Favorable visa policies and a long Spring Festival holiday are expected to drive the Spring Festival outbound travel market to achieve better-than-expected performance.
Centaline Securities pointed out that on Tuesday, the A-share market encountered resistance and fluctuated slightly. The stock index opened lower in early trading and then fluctuated upward. The Shanghai Stock Exchange Index encountered resistance near 2896 points during the session. In the afternoon, the stock index fluctuated and fell back. Batteries, photovoltaic equipment, and auto parts were traded during the session. and banking and other industries took turns to lead the gains; software, Internet, semiconductor and other industries fluctuated and fell back, and the Shanghai Stock Index basically showed the operating characteristics of slight fluctuations throughout the day. The current average price-to-earnings ratios of the Shanghai Composite Index and the GEM Index are 11.55 times and 30.69 times respectively, which are below the median level in the past three years. The market valuation is still in a low area, which is suitable for medium and long-term layout. The transaction volume of the two cities on Tuesday was 697.6 billion yuan, which was below the median area of the average daily transaction volume in the past three years. In the future, the overall stock index is expected to maintain a volatile pattern, and it is still necessary to pay close attention to changes in policy, funding and external factors. It is recommended that investors pay attention to investment opportunities in finance, new energy, aviation and airports and other industries in the short term.
Guosheng Securities believes that the time-sharing white line of the Shanghai Stock Index leads the yellow line throughout the day, indicating that heavyweight stocks are relatively strong, and the trend continues to show a volatile consolidation situation. Although the index fell below the previous low of 2863 points during the session, fortunately it closed above the 5-day line, and the center of gravity moved upward. At the same time, the trading volume also increased. Follow-up attention will be paid to the support of the gap near 2855 below. The ChiNext Index ended its negative pattern and hit a new low in the stage. After reaching a new low, funds became more active, and eventually formed a reverse positive line. At the same time, the trading volume also increased. However, there are still multiple moving averages suppressing the top. Whether it can continue to break through requires the cooperation of volume. . Strategically, as concerns about economic growth gradually ease, the market style may become more balanced. In the short term, we can focus on some oversold sectors, such as large consumption (tourism, food, etc.), new energy, etc.; we should pay appropriate attention to the phased situation of financial and other heavyweight stocks. Opportunities; in the medium term, the direction of technological innovation is still the sector that funds focus on. It is recommended to continue to pay attention to the AI industry, intelligent driving, etc.
Proofreading: Zhao Yan
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