On Wednesday, the market surged back, and the Shanghai and Shenzhen stock indexes rose slightly. On the disk, biomedicine, steel, agriculture, forestry, animal husbandry and fishery, and media sectors rose, while leisure services and electrical equipment fell. Northbound funds sold 272,654.38 billion yuan, of which Shenzhen Stock Connect sold nearly 2 billion yuan. At the close, the Shanghai Composite Index rose 0. 14% to 2,935.87 points; The Shenzhen Component Index rose 0. 19% to 1 1420.84 points; The GEM index rose 0. 15% to 2,263.96 points.

market outlook

The public health emergency response level in the capital has been upgraded from level 3 to level 2. The short-term rebound of domestic epidemic may disturb the market, but judging from the performance of the market in these two days, the market is far stronger than most people expected. The gradual economic recovery and the loose global liquidity environment support the stock market strategy. However, under the background of the short-term rebound of domestic epidemic and the weakening of external demand, the overall market index still fluctuates. In the context of the intensified reshuffle of the domestic industrial environment, good enterprises have taken the lead in running out, and it may be more critical for investors to grasp the following two points. 1, A-share structure is more important than index, and structural differentiation or structural market will exist for a long time. 2. Leading enterprises with good industry competition pattern and strong profitability have accelerated to run out, and these enterprises are likely to continue to "win" for a long time to come. These two points are also the main reasons why most Public Offering of Fund products outperform the overall index in recent years. This year, from the details of some disclosed fixed-income plans, there is another remarkable feature: although the share prices of these companies have accumulated huge gains in recent years, some top asset management companies in China are still under heavy pressure and locked in a seemingly detached position for a long time.

Operation strategy

The market is resilient, and short-term disturbance factors will not change the medium-term strength logic of economic recovery and liquidity support. It is suggested to grasp the investment opportunities with profit recovery as the main line, and give priority to the fields of home appliances, building materials, IDC and new energy vehicles.

Chen Da, the chief investment consultant, with the practice certificate number of s0260611010020?