Yesterday, A shares rose strongly, the volume of the Prev exceeded 3100 points, a new high for the year, and the gem index rose 3%.Casinobingo.50%, northbound funds bought 108 net throughout the day.Casinobingo92 million yuan, and increased positions for four consecutive trading days totaled more than 38 billion yuan. From the market point of view, the industry plate rose, the real estate plate rose across the board, Vanke A put a huge limit.

The May Day holiday is approaching, whether to hold shares or money for the holidays.Casinobingo? According to the data of private placement network, 59.57%CasinobingoOf the private equity recommendations, 31.91% of the private equity recommendations were split in half, mainly worried about the uncertainty during the long holiday. For the post-holiday market, 51.06% of private offerings are optimistic.

Source: Oriental Fortune (300059), Everbright Securities (601788) Yang Jing Mapping

Collective strength of the three major indexes

Yesterday, A shares rose strongly, with the three major indices collectively strengthening, with the Prev breaking through 3100 points, setting a new high for the year; the Shenzhen Composite Index recovered two integer levels of 9500 points and 9600 points at one stroke; and the gem Index and the Science and Technology 50 Index both rose more than 3 per cent. Shanghai and Shenzhen stock market turnover of more than 1.2 trillion yuan, the industry sector showed a general upward pattern.

A total of 4513 stocks rose throughout the day, of which 135 rose by the daily limit. From a market point of view, the real estate sector pulled up sharply, stimulated by positive factors such as the relaxation of purchase restrictions in Chengdu, the real estate sector set off a rising limit, of which the trading limit of Vanke An attracted the most attention, and the trading volume of the stock reached a new high in the past eight years.

It is worth noting that northward funds bought a substantial net purchase of 10.892 billion yuan throughout the day, with an accumulative total of more than 38 billion yuan for four consecutive trading days. For northward funds swarmed into the bottom, Kurozaki Capital Chief Investment Officer Chen Xingwen told reporters, this undoubtedly shows that a mighty "slow cow" has been quietly started. The strong inflow of northbound capital reflects the confidence of international investors in the Chinese market. The stability of China's economy and the predictability of policies, especially strong dividends and A-share investment opportunities with low price-to-earnings ratio, are the main factors to attract foreign investment. In addition, rising global geopolitical risks have made the Chinese market a safe haven, boosting northbound capital inflows.

Mingze Investment Hu Mohan said that the recent strong performance of the A-share market, large-scale buying of northbound funds has become a key factor driving the rise of A-shares, mainly against the backdrop of the devaluation of other Asian currencies. the sound performance of the renminbi and the Hong Kong dollar has enhanced the safe haven value of Chinese assets and accelerated the inflow of international capital into the A-share and Hong Kong stock markets, which are currently in low value. The continuous volume rise of the market has pushed the Prev to break through the previous highs and annual lines, which indicates the continuation of the upward trend of the market.

Hold shares or money during the holidays?

The recent hot market, the continuous influx of foreign capital, domestic investment is also constantly increasing positions. According to private placement network data, as of April 19, 2024, the stock private placement position index was 78.83%, achieving two consecutive increases. The private equity position index has continued to rise since early February, with the latest position index hitting a 12-week high, up 3.59 percentage points from the lowest position index of 75.24% for the year.

However, as the May Day holiday is approaching, there may be some uncertainties during the holiday, so do investors hold shares or money for the holidays? The survey results of private placement network show that 59.57% of private equity suggestions hold shares during the festival, believing that there is limited room for the market to fall; 31.91% of private equity suggestions are split in half, mainly because they are worried about the uncertainty during the long holiday; another 8.51% of private equity suggestions hold currency for the festival. For the post-holiday market, 51.06% of private offerings are optimistic, 36.17% are neutral, and 12.77% are cautious.

Hu Mohan told reporters that with the intensive disclosure of annual reports and quarterly reports, the market has released the previously accumulated performance risks. At the same time, investors began to pay attention to the improvement of the performance of listed companies, coupled with the continued introduction of favorable policies, further enhanced the market expectations of the sustained recovery of the domestic economy and the performance growth of listed companies. Looking to the future, the A-share market is expected to continue to maintain the upward trend. However, the general rise in the market is unlikely to continue, the market situation will be divided, investors need to find and grasp the main line investment opportunities.

In terms of specific strategies, the follow-up is still actively optimistic about the medium-and long-term market performance of science and technology growth stocks, focusing on the AI+ industrial chain, humanoid robots (300024), star chain communications, innovative drugs and other fields. At the same time, we should also pay attention to the continuous performance of the "medium and special valuation" plate, which has medium-and long-term allocation value based on the high dividend strategy. In addition, resource commodities such as copper may extend midline opportunities.