December 21 news, the three major indices opened slightly lower, and then the trend of differentiation, Prev to maintain the red market finishing, gem index high down. In terms of the plate, the real estate sector continued to be strong, driving the real estate industry chain such as prefabricated buildings, building materials and household light industry to rise, while scenic spots, tourism and meta-cosmic concept stocks strengthened again; agricultural cultivation, salt lake lithium extraction, liquor and other plates weakened. The afternoon index rebounded across the board, the Prev index expanded, and the gem index pulled up and turned red. Banks, securities and other major financial sectors continued to be active, while education, the Beijing Stock Exchange concept, power and other sectors warmed up. Overall, market sentiment rebounded, individual stocks showed a general upward trend, the money-making effect is better, but the market turnover shrank obviously, the total turnover of the two markets is less than one trillion yuan.
From the disk point of view, real estate development, prefabricated construction, meta-universe plate led the increase, salt lake lithium extraction, liquor, titanium dioxide plate led the decline.
Hot spots:
1. Real estate
Jiakai City, Dalong Real Estate, New Huangpu, Zhongjiao Real Estate and other stocks rose sharply.
In terms of news, the central bank and the Bancassurance Regulatory Commission recently jointly issued a circular encouraging high-quality enterprises to increase mergers and acquisitions of real estate projects in accordance with the principle of marketization, and encouraging financial institutions to provide financial services for mergers and acquisitions.
2. Meta-universe
Baoying shares, Sichuan University Zhisheng, Hubei Radio and Television, Guoguang Electric and other shares strengthened.
On the news side, Baidu, Inc. released the Reuters picture in the first domestic meta-universe product "Xiyang" on December 20, and announced that Baidu, Inc. Create 2021 (Baidu, Inc. AI developer Conference) will be held in Xiyang APP on December 27, which is the first domestic conference held in meta-universe, which can accommodate 100000 people to interact on the same screen at the same time.
Message side:
1. Ministry of Education: the number of out-of-school training institutions for disciplines has been greatly reduced, and those that are not suitable for "conversion from non-operation to non-operation" will be further cancelled.
2. Today, some lithium materials are quoted again, and lithium carbonate is up 3000-4000 yuan / ton.
The prospect of the future market：
Jufeng Investment believes that the recent rotation of the market plate is very fast, after a big rise, it is necessary to evacuate in time and switch to the next potential opportunity point. Since mid-November, A-share differentiation has been obvious. Hot plates such as hydrogen energy, auto parts, UHV, energy storage, metamosmos and lithium batteries have gradually built phased heads, while the theme of state-owned assets reform has become a new main line. In operation, it is recommended that the short-term focus on small-cap state-owned assets stocks with valuation advantages, while the middle line suggests paying attention to smart driving, chips and other technology stocks with more room for growth.
Guosheng Securities pointed out that the quantile difference between the valuation of A-share high and low sectors reached the highest level in a decade, and the recent continued differentiation of the market stems from this. Most cyclical industries have huge potential capacity and do not have high growth, so it is not recommended to participate blindly. However, there is no surplus in the lithium power industry and remain cautiously optimistic. The main line in the market is unclear, giving birth to irrational subject matter hype, and continuous trading of individual stocks has received regulatory attention, paying attention to avoiding risks. At present, we need to continue to focus on the industries supported by policies, high-profile industries, and subdivision leaders with product bargaining power, and funds will eventually "anchor" the performance of enterprises. In operation, the structured market will continue for a long time, cycle stocks high ebb, science and technology theme is expected to become a new main line, the consumer sector stabilizes and rebounds. In industries that are optimistic about high prosperity and economic improvement, new energy vehicles, components, and civil-military integration are relatively fully adjusted, and the main line of science and technology can be actively concerned; the impact of the epidemic on the consumer camp is decreasing marginally, and the domestic epidemic is expected to be extinguished within a month, the inflation rate has begun to pick up, policies will focus on supporting domestic demand next year, and the prosperity of the consumer sector is expected to usher in marginal improvement, which is worth paying attention to.