Daoda investment notes: Don’t worry too much about adjusting the photovoltaic sector or differentiation

Daoda investment notes: Don’t worry too much about adjusting the photovoltaic sector or differentiation
Source: The daily economic news adjustment finally came. Yesterday, the Shanghai stock index fell by 20.83 points to 2906.Closed at 07 o’clock, the decline was 0.71%.Other indexes fell, and the GEM index fell by 20.68 points to 2064.It closed at 60 points, with a decrease of 0.99%.  In fact, we do n’t have to be too entangled with yesterday ‘s market. Because of the continuous rebound in the previous period, a lot of short-term profit-taking disks have been accumulated, so the adjustment will come sooner or later. As long as there is no big Yin line, the market’s growth trend will not be broken.  Official data show that 14840 new cases of new coronary pneumonia were confirmed the day before yesterday in Hubei Province.You know, the Air Force’s data is generally two or three thousand cases. Why is it suddenly tens of thousands?Fortunately, Dage notes reported that “including 13,332 clinically diagnosed cases.”In other words, the number of newly diagnosed cases of new coronary pneumonia in Hubei has changed from the statistical caliber, and there is no clinically diagnosed case in the previous data.  Another big news is very closely related to the A-share market.MSCI has released the latest quarterly adjustment list.Note that this is not an expansion of A shares, or even a adjustment of the list of constituent stocks.First, the MSCI China All-Share Index added 9 new components and eliminated 3.Jinshan office building, Beijing-Shanghai high-speed rail, Ruixing Coffee, China People’s Insurance, Shanghai Rice, Shenzhen Technology, Tongfu Microelectronics, Tambo International Holdings, and Zaiding Pharmaceuticals were added; the first Chinese control company, Midea Group, Quwei were excluded.Secondly, the MSCI Global Standard Index increased by 7 skimming, excluding 4.It involved adding 6 and excluding 3 Chinese kernels.Among them are Ruixing Coffee, PICC, Shanghai Rice, Tupper International Holdings, Wingtech, Zaiding Pharmaceuticals; excluding China ‘s first control, Midea Group and Qudian; third, MSCI China ‘s onshore index newAdd 6 land shares without removing them.Jinshan office, Beijing-Shanghai high-speed rail, Shanghai Rice, Shenzhen Technology, Tianfeng Securities, and Zhongtian Finance were added.The three indexes are different. The funds affected by different indexes are different. As far as the composition is concerned, the transferred companies must be positive, and the companies that are eliminated 青岛夜网 are negative.Of course, this effect is not immediately reflected in the previous.  There are several companies in the above composition breakdown adjustment list that deserve attention.The first is Midea Group, a typical blue-chip white horse company. Why was it eliminated?The reason is very simple. Foreign countries have bought more than the standard. The shareholding ratio exceeds 28%. Last month, the Shenzhen Stock Exchange buying order has been suspended. Therefore, the MSCI index score is excluded.The other two companies, one is the Beijing-Shanghai high-speed rail, and the other is Jinshan office.Among them, shortly after the Beijing-Shanghai high-speed rail went public, Kingsoft Office was the first science and technology board company to be replaced with an MSCI constituent stock.These two companies are not currently 四川耍耍网 listed on the Shanghai Stock Exchange.This time the MSCI composition adjustment will take effect on February 28, then the two companies may be divided into the Shanghai Stock Connect List.  Look at yesterday’s market.In terms of stocks, adjustments are more obvious, including mask stocks, and some pharmaceutical stocks.In addition, the online education, film and television and other sectors of the adjustment are more obvious.There are still no shortage of market attractions.Seed stocks are a more sustainable sector this week.The HIT battery sector, which stopped up the whole day before yesterday, continued to strengthen yesterday. Tongwei’s stock stopped up and Jiejia Weichuang went up and down. However, the volume of this sector is obvious and the market outlook may diverge.In addition, the concept stocks of large funds strengthened again, the daily limit of Neville Technology, Zhaoyi Innovation rose 9%, Silan Micro, Nasda, Wanye Enterprise, China Micro, North Huachuang, Huiding Technology and other stocks have goodwhich performed.  Dago temporarily maintains the Air Force’s judgment and continues to watch the rebound.However, we still need to pay attention to changes in trading volume and whether the 5-day moving averages of various indexes have been broken.If it falls below the 5-day moving average, then be careful in the short term, this will be a signal of a short-term trend change.  CSI 300 Index positions refer to yesterday’s position: 60% today’s position plan: 60% (Zhang Daoda)