The three major indexes of A shares fall, and the multi -headed power is still there. The institution: continuing the vibration to build the bottom process

On September 14, affected by the decline in overseas markets, the three major Indoices of A shares opened lower and lowered. The turnover of the two cities further reduced, and the industry and individual stocks showed a general decline. What is the follow -up trend of A shares? What is the investment opportunity? As of the closing of September 14, the Shanghai Stock Exchange Index fell 0.8%to close at 3237.54 points. It reduced by 6.30%compared with the previous trading day; the net sold of 1.414 billion yuan in northbound funds; in general, A -share individual stocks fell more, rising to 1167 stocks, and 3624 stocks. In terms of Shen's industry, there are two categories of 31 industries rising, accounting for 6.45%. Among them, the National Defense Forces Industry has risen, reaching 1.06%. It is electric equipment, with a decline of 2.31%. Specifically, 52 of the 98 trading stocks in the National Defense Army Industry rose, accounting for 53.06%, of which 4 stocks rose more than 5%. Regarding investment opportunities in the national defense military industry, Anxin Securities stated that it is recommended to pay attention to the four main lines of aviation, aerospace, informatization and new materials. Choosing the report side can continue to reflect their own growth. Matching high -quality target. In terms of targets, the first securities suggested to grasp the main line of aviation equipment investment, and military electronics are highly controllable. 1. OEMs' contract liabilities+pre -collection verification, performance conduction is effective, and the full -industry chain has strong prosperity. OEMs focus on AVIC Shen Fei, AVIC Xifei, Zhongzhi Co., Ltd., and Navigation; Materials are concerned about Fushun Special Steel, Western Superconducting, Baoti, Gang Na, and Tuonan; composite materials pay attention to AVIC High -tech, Guangwei Fuwu Materials, and Zhongjian Technology. 2. The certainty of missiles and ammunition weapon equipment benefits from actual combat military training. Military electronics autonomous controlling can bring high growth in high -end equipment fields. Pay attention to China Aviation Optoelectronics, Xinleng, Gaode Infrared, Hongyuan Electronics, Thunderbolt, etc. In terms of daily limit, 43 stocks were closed at the daily limit. Among them, the stock price of 19 limit stocks has risen more than 3 trading days. In terms of the limit, 10 stocks have been closed for the daily limit. From the perspective of the industry, the limit stocks of the business retail and machinery and equipment industries have reached five side -by -side stocks. The number of daily limit shares in industries such as light industry manufacturing, automobiles, transportation, textiles and clothing are all three. Table: Rising for 3 consecutive days, and today's closing daily limit stock list: Zhao Ziqiang's general manager of Yuanrong Investment Stock Department Wang will say that the market decline today is affected by overseas macroeconomics today. The latest period of US inflation data announced yesterday continued to explode. Considering the recent statement of Powell, the market has significantly raised its expectations for the Fed's interest rate hike. At the same time, the expected expectations of monetary policy next year may turn to loose. The US dollar index has risen and US stocks have plummeted. The Federal Reserve does not hesitate to curb high inflation at the expense, and has also laid hidden dangers for the possible economic recession in the future. The background of the European energy crisis is difficult to disappear. Several important economies around the world will not be optimistic next year. There are faster exports. Considering the uncertainty of my country's economy at the bottom period and overseas macroeconomic, the main index of A shares is highly probably continuted to continue to build the bottom. For the market outlook, British Securities Li Daxiao said that due to the relatively good control of China's epidemic, the Chinese economic cycle is not synchronized with the United States, the liquidity is relatively abundant, the fiscal policy is relatively positive, the policy space is huge, the policy toolboxes are rich, and the stock market is strong. support. Zhu Runkang, the manager of Paiwang Wealth Public Funding Products, said that today's A -share decline is mainly due to the impact of US stocks overnight, but we believe that this impact is only short -term. From the perspective of medium and long -term trends, the recovery of the domestic macroeconomic recovery is affecting A The core factor of the stock trend. It can be seen that the increase of domestic stable growth policies is very obvious, and real estate policies are continuously adjusted. Once the real estate is heating, the economy is expected to accelerate recovery, thereby providing a good fundamental foundation for the rise of A shares. In addition, the 10 -year national bond interest rate has been bottomed out and the demand for commodity demand has further confirmed the recovery of the domestic macroeconomic. Therefore, we have maintained a shocking judgment on the A -share market. Lang Yicheng, general manager of the Research Department of Furong Fund, said that in terms of medium and long -term dimensions, in the context of the current economic continuation of recovery, coupled with the relatively abundant liquidity, the growth sector, especially the high prosperity sector, is still the focus of attention. However, from the range and time of the medium -term adjustment, it may not be in place, and the value style is relatively optimal in the short term. The index level is dominated by shocking. Based on long -term consideration, it is necessary to recommend relatively balanced allocation. The industry focuses on: 1. Growth tracks such as military, semiconductor, photovoltaic and other sectors. 2. Automotive parts and pharmaceutical and consumer sectors under the expected economic recovery.

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