Key investment points:
Financial Highlights
1. The China Banking and Insurance Regulatory Commission (CIRC) issued a warning on the risk induced by excessive lending marketing.
2. Xiao Yaqing: boost effective industrial investment, maintain current growth and increase the potential for development.
3. Optimistic about the medium and long-term trend of a shares, and several star funds have liberalized the purchase restrictions.
4. More than 70 companies had stable performance and confidence in the first two months.
5. Guangdong Province: build a provincial data trading place and a big data center in Guangdong, Hong Kong and Macao.
A-share market overview
On Monday (March 14), the A-share market opened low and went down with shock. Affected by the sharp decline of Hong Kong's Hang Seng Index, the stock indexes of the two cities jumped short and opened low in the morning, and the core assets, track stocks and growth stocks fell in turn, dragging the stock index down with shock step by step. The Shanghai index hit a new low in the recent closing, and investors' risk aversion increased again, The stock index basically showed the operation characteristics of unilateral shock and downward throughout the day. The GEM market fell sharply on Monday, and the performance of the component index was significantly weaker than that of the main board market.
Future research and investment suggestions
On Monday, the Shanghai index and the Hang Seng Index fell sharply, and the overall stock market fell sharply. All the core stocks fell early, and the overall market fell sharply. The Hang Seng Index and the A-share index fell sharply. The trading volume of the two cities is less than trillion yuan, the characteristics of stock game are significant, and investors have a heavy wait-and-see mood with money. At present, the market is obviously affected by external factors and the overall performance is depressed. It is expected that before the external factors are fully digested, the stock indexes of the two cities will continue to explore and seek effective support.
It is expected that the short-term shock of the Shanghai stock index is more likely to decline, and the short-term slight decline of the gem is more likely. We suggest investors to wait and see for a while in the short term and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
