Lu shares daily | super 200, nearly 7 into a rose!Motivation should be…

2022-05-11 0 By

When the Economic Herald reporter on February 8, A shares opened lower and higher, coal, tourism, construction and other plates rose in the top, by the close, the Shanghai Composite index rose 0.67% to 3452.63 points, Shenzhen Component index fell 0.98%, gem index fell 2.45%;The two cities have a total transaction of 878.8 billion yuan, northbound capital outflow of 817 million yuan.Shandong plate rose more than 200 stocks, accounting for nearly 70 percent.Among them, Ruimotong, Lusin Venture capital, Hengtian Hailong daily limit, Xinhua medical, Jinling mining, good charge of more than 7%.From the analysis of the driving force, the effect of performance improvement is not small.For example, Lusin Venture capital previously announced that it is expected to achieve net profit of 505-590 million yuan in 2021, a year-on-year growth of 50.75%-76.13%;Ruimotong is expected to realize net profit attributable to shareholders of listed companies in 2021 of 800 million to 900 million yuan, a year-on-year growth of 409.55%-473.25%.For A shares after the performance, brokerage views differ.Founder Securities believes that the current a-share market adjustment has come to an end, the market in February is worth looking forward to.On the one hand, the current market adjustment has been relatively sufficient;On the other hand, the Fed’s rate hike will not necessarily cause domestic interest rates to rise, and the current market liquidity and policy environment are very market-friendly.In the relatively rich liquidity environment, the overall market valuation is not high, the emerging industry is worthy of looking forward to the industrial logic of the Jugra cycle, optimistic about the market performance of technology growth companies represented by new energy and TMT.Zheshang Securities said that there may be a short-term rebound after the fall, but looking forward to February to March is not a good opportunity to attack, patiently waiting for the Federal Reserve interest rate rise landing, continue to dig with the “three low” characteristics of steady growth chain and travel chain,At the same time, the new growth chain represented by science and technology innovation board (domestic substitution represented by semiconductor and specialty technology, intelligent driving, industrial intelligence represented by industrial software, etc.) will be developed.Among them, for the “three low” direction, in terms of steady growth, focus on banking, real estate, construction, household appliances, roads, etc.;In terms of travel chain, focus on airports, airlines, hotels, etc.