The market is changing, the organization is not changing, research focuses on medical technology
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Original title: Institutional research focuses on medical technology □ Our reporter Xu Jinzhong Wind data shows that last week (February 3-7) a total of 34 listed companies accepted various types of institutional research.
Affected by the epidemic, the frequency of institutional investigations was not high in the first week after the holiday. Among the objects of concern, the agency paid close attention to the impact of the epidemic on listed companies and the situation of some companies’ fight against the epidemic.
Last week, the market environment was complex.
Under the influence of the epidemic, the market fell sharply on the first day after the Spring Festival 7.
72%, but the market rebounded sharply in the last four trading days. Last Thursday, the Shanghai and Shenzhen stock exchanges traded US $ 913.4 billion for the whole day. The turnover for three consecutive trading days exceeded 800 billion, the first time since April 11, 2019.
In this regard, fund institutions believe that the epidemic situation will affect market sentiment and rhythm, but without changing the good layout of the intermediate market, a short-term decline may even provide better opportunities for medium- and long-term deployment.
Concerned about the industry wind data related to the epidemic, last week, a total of 34 listed companies, including Yiling Pharmaceutical, Huashu Media, Digital Government, Mei Yabaike, and Henghua Technology, were investigated by various agencies.
Affected by the epidemic, the institution’s research frequency was not high in the first week after the holiday. Among the objects of concern, the institution paid close attention to the impact of the epidemic on listed companies and the situation of some companies’ fight against the epidemic.
In addition, due to the need to fight the epidemic situation, last week institutional research mostly adopted an online model, and some companies’ research activities drew the attention of many fund institutions.
Specifically, taking the entrepreneurial Wellcome as an example, the company’s conference call last week attracted the participation of more than 100 institutions including Hony Yuanfang Fund, Guosheng Securities, GF Securities, Mitsui Sumitomo Asset Management, and Shanghai Chengan Asset Management.
The company’s general manager Zhang Lüyi introduced the overall situation of the company during the epidemic, saying that the company urgently launched the “local diagnosis” business process for hospital customers across the country, and went online in the HIS system of Internet hospital customers in the body.Patient disposal business process; the company builds a public cloud Internet information platform to provide free access services to hospital customers nationwide. Accessing hospitals can implement online expert consultation services on the platform. At present, more than 20 hospitals have access for freeand many more.
Fund institutions also paid close attention to the impact of the epidemic on the company’s first quarter performance and the company’s market situation in Hubei.
In a survey of Maybank by more than 100 institutions including New Age Securities, Strategy Assets, CCB Trust, Wanjia Fund, Wanlian Securities, Shanghai Dinglin Investment, the company also introduced that the company is a leader in the domestic electronic data forensics industryEnterprise, cyberspace security and big data informatization expert.
Since January 21st, the company’s big data team has successively restarted many local directives across the country, and rushed to various sites to carry out big data analysis as soon as possible, to provide technical support for epidemic areas, and to assist law enforcement agencies in counting the scope and trend of the possible spread of epidemicsEffectively respond to various epidemic prevention and control needs.
The market did not change for the better last week. Under the influence of the epidemic, the market fell sharply on the first day (last Monday) after the holiday.
72%, but Northbound funds bought a large amount of $ 18.2 billion, indicating that the external market still has some confidence in A shares. Last week, Northbound funds totaled 300.
600 million yuan.
The market rebounded sharply in the last four trading days last week. Last Thursday, the Shanghai and Shenzhen stock exchanges traded US $ 913.4 billion for the whole day. The turnover for three consecutive trading days exceeded 800 billion, the first time since April 11, 2019.
Among them, the market ‘s oversold rebound momentum is strong. In the recent rebound process, the main board is relatively weak and has not yet filled the gap on February 3. However, the GEM Index has reached a new high in three years and regained 2000 points, indicating a change.In order to gradually ease the epidemic, risk appetite will gradually enter the repair phase.
In terms of industry, last week the pharmaceutical sector ushered in growth as expected, with an increase of 5.
95% ranked first. Computers and media also performed well, increasing by 4 each.
Last week, there were adjustments in 24 industries. Among them, real estate, coal, and steel fell the most, down 7 respectively.
Regarding the recent market trends, HSBC Shengsheng Fund pointed out that the epidemic still affects everyone’s heart, the early market is not fully prepared for the rapid development of the epidemic, and adjustments driven by short-term risk aversion are more difficult to avoid and are happening.
The development of the epidemic is dynamic, but the epidemic will certainly pass.
In the short-term, HSBC Jinxin Fund believes that the epidemic will affect market sentiment and rhythm, but does not change the direction of the middle market, and the short-term decline may even provide better opportunities for medium- and long-term deployment.
Debang Fund said that the rapid development of the epidemic during the Spring Festival holiday exceeded market expectations.
During the Chinese New Year holiday, the overseas market also experienced a more obvious adjustment.
In the short term, the market will make up for losses, but it will not change the market’s long-term trend.
Investors need to pay more attention to the impact of the epidemic on different industries and companies, and pay close 都市夜网 attention to the development of the epidemic.
If the outbreak lasts and is manageable, then short-term reductions will re-provide better buying opportunities.