On Thursday, the stock indexes of the two cities fluctuated and stabilized, and the shrinkage of the three major stock indexes rose slightly, with a turnover of 65.438+00.506 billion yuan. Disk observation, medical waste disposal, food and beverage, online education, telecommuting and other sectors were among the top gainers, while gallium nitride, masks, radio and television, semiconductors and other sectors were among the top losers. There were 86 daily limit and 8 daily limit in the two cities, and the net outflow of funds from the north was 3.9 billion. At the close, the Shanghai Composite Index reported 299 1.33 points, up 0. 1 1%, while the Shenzhen Component Index reported 1 1534.02 points, up 0.32%, and the Shanghai Composite Index reported 2/kloc-0.

market outlook

After two days of ups and downs, the stock index rebounded today and then shrank. It is a wise choice for the market to hold its ground and avoid a war of attrition when the surrounding market is still unclear due to the turmoil of the epidemic. Although technology stocks plummeted yesterday due to the false market rumors that "technology ETFs are guided by the regulatory window", the agency clarified that it only received inquiries from the regulatory authorities about the situation and did not limit the scale and other binding guidance. However, after-hours public data show that some leading technology stocks are still heavily bought by institutions. Therefore, technology stocks did not continue yesterday's collective decline, but showed a trend of differentiation, and some showed a recovery rebound. From the perspective of sectors, only cement building materials continued to be strong in the low valuation sector yesterday, and cloud economy sectors such as telecommuting and online education continued to be sought after by funds. As the key work released by the State Grid this year exceeded expectations, the smart grid sector has become a new low-level hedging sector. Generally speaking, some funds do need to be diverted to low-lying sectors to avoid risks, which is also the need for some institutions to switch positions and exchange shares. After the high level of technology stocks fluctuated violently, differentiation was inevitable. Therefore, the excessive hype in the early stage should naturally be corrected, and the pure theme category should be avoided after cooling down. However, hard-core technology stocks that have seen significant performance improvement due to domestic substitution and independent control are still the main line in the future, and the sharp adjustment triggered by market sentiment is an opportunity to continue to intervene. At present, the liquidity is abundant, policies are favorable and intensive, incremental funds such as insurance funds and public offerings run into the market, the epidemic spreads globally, and short-term funds flow northward, which makes it difficult to change the current medium-term market trend. Short-term economic data in February is not expected to suppress sentiment to a certain extent, and the market is expected to return to the rising market after the weekend economic data news is cashed.

? Operation strategy

? Strategically, the market is short-term. Hard-core technology stocks with good fundamentals and cloud economy sectors with good business expectations can continue to be held and absorbed on dips. Low-valued sectors with little increase have room for phased repair and can also be properly concerned. Luo limin, investment consultant, with the practice certificate number s0260611kloc-0/065438.