Zheng's eyes: 3400 points on the Shanghai Index Station on A -share Welcome Policy

On June 28 (Tuesday), A shares rose. As of the closing, the Shanghai Stock Exchange Index rose 0.89%to 3409.21 points. The turnover of the two cities reached 1.22 trillion yuan, including 525.512 billion yuan in Shanghai City, and 695.761 billion yuan in Shenzhen.

In terms of funds, Wind data shows that the net inflow of funds on Tuesday was 4.648 billion yuan, which was net inflow of the fourth consecutive trading day. Among them, the net inflow of Shanghai Stock Connect funds was 1.686 billion yuan, and the net inflow of Shenzhen Stock Connect funds was 2.962 billion yuan.

The market performed slightly on Tuesday morning, and the afternoon became stronger and stronger, and in the end all the stock indexes achieved a certain increase. In terms of individual stocks, tourism hotels, vehicles, aviation airports, semiconductors, etc. are better.

In terms of related markets, US stocks fell slightly overnight, and Hong Kong stocks rose 0.85%on Tuesday.

A shares performed in the early morning trading on Tuesday. At that time, most stocks fell. Among them, there were a little decline. There were signs of adjustment in the market. 》 After going better, it seemed to be beaten up, and a large number of "damage to the epidemic" went straight.

The above prevention and control programs have no doubt that it is obviously favorable for tourism, hotels, aviation, and airports, and it also constitutes some benefits for most other industry stocks.

Investors can still actively pay attention to related tourism, hotels, airports, aviation and other varieties, and have the opportunity to get involved in dips. I guess this positive will be a bit sustainable. Investors can do a wave of repairs first.

The market was originally a bit shocking or adjustment, but the adequacy of the emergence of the epidemic prevention and control policy made the possibility of greatly adjusted greatly. Therefore, for investors, it is unnecessary to sell a large number of selling due to small -level adjustments.

Nowadays, the stock market has passed the era of rising together. Therefore, when the stock index is up, there are generally some stocks in place or not rising. Similarly, when the stock index falls, there will also be a rising section. If investors are good at moving, they can ignore the small -level adjustment of the stock index.

Next, the investment focus should be placed in the "epidemic recovery sector", such as the above -mentioned tourism, hotels and other varieties.

It is worth mentioning that when investors pay attention to the "recovery of the epidemic", they can consider moderately avoiding those weak cycle sectors. In fact, there are similar tips in the market recently, such as recently China's mobile performance has been weak. Compared with most other stocks, the impact of China Mobile's epidemic is relatively not obvious, so when the epidemic is heavier, it is a better hedging variety. However, the epidemic has slowed down, and its risk aversion advantage has weakened.

What needs to be reminded is that when investors participate in recovery related varieties, they must also consider special circumstances, not all varieties related to recovery must be grabbed. Taking some resource stocks as an example, I think some of them should not be purchased at will. A few months ago, many resource stocks rose due to the conflict between Russia and Ukraine when the economic downturn, so the economic recovery had to beware of its stagnation.

The author has opened a column on the WeChat platform. Readers can directly view the author's latest point of view through WeChat every Sunday to Thursday evening. For details, please pay attention to the WeChat public account. Each Eye (WeChat: NJCJNEWS) can be followed (WeChat: NJCJNEWS)

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