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Jufeng Investment Advisory: Strong cyclical financial stocks stir up rally

2019/12/25 16:42:17 Source: Jufeng Finance2019 / 12/25 16:42:17

[Brief description of the disk]


On Wednesday, the market fluctuated higher in the early morning, and small-cap stocks performed strongly; stock indexes fell in the afternoon. On the disk, software services, cultural media, materials, electronic information, electronic components, communications, automobiles, etc. led the gains, while steel, brewing, banking, coal, and power fell the most. In the subject matter stocks, digital currencies, photoresists, Domestic chips, sapphire, digital China, OLED, domestic software, and blockchain rose the most. New Year's market continues to be staged, it is recommended to pay attention to low-quality blue chips at the bottom of the performance, high-selling financial and technology stocks.



[Message surface]


1. Front page comment of the China Securities Journal: the window of expectation for the Chinese New Year is expected to fall


Multiple signals indicate that a new round of down arrow has been wound. Prior to the Lunar New Year, the existence of a large amount of seasonal liquidity supply and demand gaps, to provide opportunities for the downgrade policy to take advantage of the trend, the next month is expected to become an important window for the downgrade. This coincides with the implementation of the annual inclusive financial dynamic downward adjustment of targeted financial adjustments, which is expected to continue to be presented in a comprehensive and targeted manner.


2. The State Council launched six measures to stabilize employment and strengthen financial support for private enterprises and small and micro enterprises


With the approval of Premier Li Keqiang, the State Council recently issued the "Opinions on Further Improving Employment Stability." The Opinions put forward six key measures on employment stabilization. The "Opinions" emphasizes the need to strengthen employment organization security, improve work organization coordination, capital investment protection, employment situation monitoring, emergency handling, and publicity and guidance, to promote the effective implementation of the responsibility of the main body of employment stability and bring stability together. Strong synergy in employment.


3. New Year's Eve of the New Third Board: "Reform" has become a hot word for innovation and supervision


Near the end of the year, in the past year, the market has been looking forward to the long-term comprehensive deepening of reforms. The nationwide stock transfer company has made innovations in the construction of the market system. Strict supervision is not relaxed, and the quality of listed company governance and information disclosure is fully improved And operating quality. According to industry insiders, the NEEQ market in 2019 has experienced valuation repairs, the concept of science and technology led the rise, and three wave of policy expectations. The three-year market making index for the whole year rose 23%, which is no less than the performance of the A-share market. At present, the number of companies listed on the New Third Board is less than 9,000, and the market is further cleared.


[Jufeng View]


On Wednesday, the market fluctuated higher in the early morning, and small-cap stocks performed strongly; stock indexes fell in the afternoon. On the disk, software services, cultural media, materials, electronic information, electronic components, communications, automobiles, etc. led the gains, while steel, brewing, banking, coal, and power fell the most. In the subject matter stocks, digital currencies, photoresists, Domestic chips, sapphire, digital China, OLED, domestic software, and blockchain rose the most.


Integrated circuits continued to rise, Nanda Optoelectronics, Jingsheng Electromechanical, Zhichun Technology, Zhaoyi Innovation, Guoke Micro, Wanye Enterprise daily limit, Anji Technology rose 10%, Dinglong, Tongfu Microelectronics, Ashichuang, Fenghua Hi-Tech, Weir, China Micro, Taiji Industrial, and Jacques Technology led the gains.


The Shenzhen Stock Exchange released the Blockchain 50 Index, which stimulated the concept of digital currencies: Feitian Integrity, Jincai Interconnection successively hit the daily limit, Gao Weida, Hailian Jinhui, Guangdian Express, Wisdom, Meisheng Culture, Zhongying Interconnection, Hengbao Shares and other outstanding performance.


The brokerage sector rose in the afternoon: Zheshang Securities, Industrial Securities, Jinlong, Hongta Securities led the way. Subsequently, banking stocks strengthened: Bank of Xi'an and Bank of Suzhou led the gains. However, the rise of financial stocks caused market vigilance, and then financial stocks quickly fell back, and the decline in strong cycles deepened.


Jufeng Investment Consulting believes that in the early morning on Wednesday, small-cap stocks continued to rise and weighed on the market's gains in individual stocks. The money-making effect was strong; in the afternoon, brokers and banks rushed higher and lowered. Strong-cycle stocks fell further and the market slid again. The New Year's market continues to advance, and we must not chase high. Continue to focus on bargaining at the bottom of undervalued blue chips, high selling financial and technology stocks.




(Article source: Jufeng Finance)


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