The three major indexes of A shares closed down slightly, while the tourist hotel sector rose sharply.

165438+1On October 28th, the three major indexes jumped sharply in the morning and then bottomed out, but the rebound was limited. By midday, all three indexes had fallen by more than 1%. In the afternoon, the two cities remained weak and fluctuated within a narrow range, and the decline in the late session narrowed. The Shanghai stock market is even stronger to make up for the gap of the day.

At the close of165438+1October 28th, the Shanghai Composite Index fell 0.75% to 3078.55 points. The Science and Technology Innovation 50 Index fell 0.72% to 992.8 1 point; The Shenzhen Component Index fell 0.69% to 10829.08; The GEM index fell 0.46% to 2,298.8 points.

Statistics show that 1495 stocks rose, 333/kloc-0 stocks fell, and16/kloc-0 stocks were flat.

165438+1On October 28th, the Shanghai and Shenzhen stock exchanges traded a total of 758.3 billion yuan, an increase of 184 billion yuan over the previous trading day. Among them, the turnover of Shanghai Stock Exchange was 338.5 billion yuan, an increase of 13 1 billion yuan compared with the previous trading day, and that of Shenzhen Stock Exchange was 419.8 billion yuan.

In Shanghai and Shenzhen stock markets, 5 1 shares rose more than 9%, while 1 1 shares fell more than 9%.

The net selling amount of northbound funds165438+1at the end of October 28th was obviously narrowed, with a total net outflow of 3.76 billion yuan. Among them, the net outflow of Shanghai Stock Connect was 465.438+0.7 billion yuan, and the net inflow of Shenzhen Stock Connect was 465.438+0.65438+0 billion yuan.

Tourist hotels strengthened against the market, with banks and non-bank finance leading the decline.

In terms of sectors, tourist hotels strengthened against the market, and the catering and tourism sectors led the two cities. Huatian Hotel (000428) and Emei Mountain A(000888) have daily limit, while Junting Hotel (30 1073), Zhongxin Travel (002707) and China Youth Travel Service (600 138) have increased.

Media stocks were active, with the daily limit of China Publishing (60 1949), China Kechuan (60 1858) and business treasure (002095), while Tianwei Video (002238) and Huamei Holdings (000607) rose by over 5%.

Banks and non-bank finance led the decline in china galaxy (60 188 1), Caida Securities (600906), Dongxing Securities (60 1 198), China CITIC Bank (60 1998) and Bank of Ningbo.

The decline in pharmaceutical biology was the highest, with Wuxi PharmaTech (603,259) falling once, and innovative medical care (002 173), Jinling Pharmaceutical (0009 19) and Qi Xing Ophthalmology (300,573) falling by more than 5%.

The mid-term upward trend of A shares has not ended.

Guo Sheng Securities believes that although the momentum of the recent market rebound has weakened, the mid-term upward trend of A shares has not ended. In operation, short-term suggestions focus on real estate development, banking, Chinese prefix and other sectors that benefit more from policies; In the medium term, we will continue to pay attention to photovoltaic, energy storage, wind power, computers, domestic software and other related high-prosperity sectors.

Industrial Securities pointed out that the core of the recent market volatility lies in the repetition of risk appetite. But we don't think there is systemic risk in the market. Structurally, follow the trend and pay attention to the low valuation repair opportunities of state-owned enterprises and central enterprises in the short term. In the medium and long term, we will continue to pay attention to the main lines such as "Kechuang".

China Merchants Securities pointed out that the central bank recently announced RRR interest rate cuts, reconfirming that the current tone of monetary policy has not changed significantly, boosting short-term market sentiment. In June 5438+ 10, the profit of industrial enterprises fluctuated at the bottom, and the performance of A shares in the fourth quarter may still be under pressure. Considering the cooperation and guidance of a series of financing support policies in the near future, the probability of increasing the number of stable growth policies is further increased. In terms of industry configuration, it is recommended to pay attention to the stable real estate, medical care, computer and equipment manufacturing with obvious improvement in profitability, and it is still recommended to continue to lay out the "five golden flowers in the new era" in the medium and long term.

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