Disc observation

At the close, the Shanghai Composite Index reported 3052. 14 points, down 1.4 1%, while the Shenzhen Component Index reported 10953.45438+0 points, down1.46%; Chuangzhi Bao 1967.03 points, down 0.76%. From the disk, influenza, masks and biomedicine are in the forefront of the plate's increase list, while airport shipping, tourism and liquor are in the forefront of the plate's decline list.

market outlook

The change of pneumonia in novel coronavirus has spread to the A-share market. Today, the market presents a situation of ice and fire. Pharmaceutical stocks rose almost across the board. Based on the judgment of the epidemic situation, the flow of people during the Spring Festival will decrease, and the market will start to worry about the box office revenue during the Spring Festival. From the perspective of 20 15, the box office revenue of the Spring Festival file accounts for about 6% of the whole year. The market is worried that the box office of the Spring Festival file is not good and the media sector will be affected to some extent. In addition, with the arrival of the peak of the performance forecast of the media sector, the market is worried about the performance risk of the media sector, and there is obvious risk aversion. However, the media is more than just movies. Judging from the recent performance forecast, the rapid growth of short video, 5G application and sea business has brought great performance growth to related companies. After this round of adjustment, it may be a good time to allocate quality companies.

Operation strategy

In the spring market stage, we can pay attention to bank real estate and flexible brokers with low valuation and high dividends, and technology and brokers with faster profit growth are better in the medium and long term. Wen Fu, investment consultant, practice certificate number: S02606 1 1050006.