2024-01-29 14:26:02
On January 29, the three major stock indexes collectively closed down. The Shanghai Composite Index closed at 2883.36 points, down 0.92%, the Shenzhen Component Index closed at 8581.76 points, down 2.06%, and the GEM Index closed at 1623.81 points, down 3.49%. Over 4,800 stocks in Shanghai, Shenzhen and Beijing fell. The total trading volume of A-shares was 815.071 billion yuan, a decrease from last Friday’s 839.484 billion yuan.
Huaan Securities said that although the central bank cut reserve requirements and targeted interest rates more than expected in late January, relevant departments quickly issued measures to stabilize the asset market, and market risk appetite improved and ushered in a rebound. However, A-shares will still face many tests in the future. The overall tendency is to believe that the market will continue to show a volatile trend, waiting for verification of improvement in fundamentals or confirmation of increased macroeconomic policies.
Ping An Securities pointed out that the current overall opportunities in the equity market still outweigh the risks. The market is expected to get out of short-term troubles with policy confidence. In terms of structure, one is directly beneficial to dividend strategies (coal, banks, petroleum and petrochemicals) that benefit from the policy; the second is beneficial to central state-owned enterprises that also benefit from central enterprises’ emphasis on investor returns; the third is beneficial to those with sound performance, sound operations and standardized information disclosure. White horse in the market.
Haitong Securities said that although there has been frequent good news in the market recently, it will take some time to restore confidence. From the perspective of main capital flows, the current market mainly focuses on the Chinese-headed sector. This year, the reshaping of the value of central state-owned enterprises will be accelerated. Market value management may be carried out from three aspects: improving the value creation capabilities of central state-owned enterprises, adjusting the state-owned capital structure around strategic emerging industries, increasing the frequency of shareholding repurchases, and increasing dividends. Investors can Continue to pay attention to the follow-up market.
(Source of article: China Business News)
Article source: China Business News
Original title: The Shanghai Stock Exchange Index fell below 2,900 points again on Monday. Where are the opportunities in the market outlook?The agency’s latest research and judgment is here
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