At the close, the Shanghai Composite Index reported 2898.05 points, up 0.22%, with a turnover of 223.9 billion yuan. The Shenzhen Component Index reported 1 1074.59 points, up 0.54%, with a turnover of 357.6 billion yuan; The index hit 2 140.68, up 0.78%, and the turnover was 1 1, 7 1 100 million yuan. From the disk, medical equipment, liquor and dairy industry are in the forefront of the plate's increase list, while planting, e-sports and REITs are in the forefront of the plate's decline list.
market outlook
There are three hot spots in the market today: first, sub-new shares; Lithium battery; Three brokers, brokers are also the main force to pull up in the afternoon. The performance of brokers in April has been announced one after another. The operating income of 33 A-share listed brokers in the month was 30.69 billion yuan, up 43% from the previous month, and they performed relatively well in major industries. As a result, liquor rose best. Liquor has been rising, which reminds me of a sentence in Wake Up the World, "I want to go a thousand ways tonight, and tofu is still sold in the Ming Dynasty." Come and go, no matter how good other industries are, for example, the recent national leading group meeting pointed out that it is necessary to speed up investment in major projects, promote private investment, attach importance to the important role of consumer demand, and strive to expand consumer demand; The Ministry of Transport publicly solicited opinions and proposed to deepen the independent research and development of BIM information technology, artificial intelligence and other technologies and their applications in the highway field, and accelerate the application of intelligent perception, 5G communication, high-precision positioning and edge calculation in highway engineering and road network management, and REITS. This is incomparable to liquor in the past. This is the market! Investors also need to remember the first half of the sentence, "There are thousands of roads, selling tofu" and "It's raining and slipping." Finally, in the long run, technology and consumption should go hand in hand.
Since the second quarter, major institutions have been looking at many markets, saying "policy bottom", "valuation bottom" and even "economic bottom". Once written off, the long-term investment value of the market is highlighted, and it is also a better configuration position within the 2800-point range. However, there are also some factors that interfere with the market rhythm. One is the stimulation of new domestic consumption expectations, and the other is the suppression of the sustained market rebound by the relative economic downturn in the second quarter.
Operation strategy
Before the two sessions, the market performance will not fluctuate greatly, and it is in a narrow fluctuation trend. The funds are hesitant, and the direction will be chosen after the meeting sets the tone. The number of Wenfu's practice certificate of chief investment consultant is S02606 1 1050006.