The market has gone up! Another trillion! The market is expected to pick stocks in April and pay attention to 3 directions.

　　CCTV News:Today, the two markets opened sharply higher, and the intraday blockchain and domestic software sectors broke out one after another, setting off a wave of daily limit, driving the three major stock indexes to show a unilateral upward trend, the industry sectors rose across the board, the market sentiment gathered and rebounded, and the long-term funds were significantly enhanced.The total turnover of Shanghai and Shenzhen stock exchanges broke the trillion mark after 15 trading days, with a net inflow of 740 million in Shanghai Stock Connect and 3.2 billion in Shenzhen Stock Connect.

　　At the close, the Shanghai Composite Index reported 3,170.36 points, up 2.58%, the Shenzhen Component Index reported 10,267.70 points, up 3.64%, and the Shanghai Composite Index reported 1,760.89 points, up 3.98%.

　　From the perspective of the disk, the industry sector rose across the board, and blockchain, chicken raising and domestic software ranked among the top gainers.

　　Zhang Cuixia: "Finance+Consumption+Technology" may help the stock index to test a new high in the second quarter

　　The latest data in the first two months of 2019 show that major economic indicators such as employment, prices and balance of payments are relatively stable, fixed asset investment has steadily rebounded, consumer confidence index and manufacturing new order index have risen significantly, and capital market transactions are active. Especially in March, the growth rate of daily average power generation and electricity consumption reached double digits, and the growth of import and export and freight transportation accelerated. Among them, the prosperity of the big financial industry has obviously increased, which makes it clear that the competitiveness of China’s economy tends to increase on a global scale, which is conducive to improving investment expectations and capital structure in the capital market in the medium and long term.

　　It is suggested that investors in the secondary market should continue to lock in the relevant sectors and stocks oriented by the national strategy, buy the layout operation on dips, and take advantage of the opportunity of the main rising wave market with the big cycle trend.Specific operation strategy:

　　1) Communication equipment, 5G, Internet of Things, chips, etc. are the main hot spots, and the structure of two waves has been initially adjusted, so we can pay attention to the buying opportunities opened by the main wave and three waves.

　　2) Supply-side structural reform and opening-up in the financial sector are expected to give birth to the opportunity of doubling the market for core beneficiary sectors and individual stocks represented by securities, insurance and diversified finance. Among them, the oversold stocks driven by the favorable regional policies and industrial policies with a small increase in stages are expected to form a premium expectation of the main rise and three waves.

　　3) Related MSCI concept stocks and listed companies of state-owned enterprises in central enterprises with steady growth in performance are expected to form a more sustained upward trend driven by the large-scale inflow of funds from the north and the favorable reform policies of state-owned enterprises in central enterprises, and investors can look for varieties with smaller stage increases for mid-line layout operation.

　　Zhang lei: The market is expected to focus on 3 directions in April stock selection.

　　The market is expected to achieve red April. Let’s look at the macro data first. In March, PMI exceeded market expectations. As a leading indicator of the economy, PMI took the lead in stabilizing, indicating that the economy has undergone positive changes. Some people worry that monetary easing will be difficult if the economy is improving. Monetary easing is a small logic, and economic stabilization is a big logic. As long as the economy stabilizes, it will eliminate many doubts about OTC funds. Secondly, from the perspective of technical graphics, most high-quality companies’ monthly K-line and other technical indicators are upside, and the technical graphics also clearly express that the rising market is expected to continue.

　　The industry mainly focuses on the following three directions:

　　The first is technology stocks. Science and technology innovation board catalyst is approaching, and the investment opportunities of the main board companies are mainly reflected in science and technology innovation board shadow stocks, companies that compete with science and technology innovation board companies, and companies whose subsidiaries are expected to be split and listed.

　　The second is consumption, including pork, liquor and household appliances. Among them, the logic of the pork industry is relatively simple. Once the price of pork rises, the leading stocks will perform.

　　The third is infrastructure stocks. On the one hand, construction, building materials, nonferrous metals and other companies benefit from the catalyst of relevant meetings, and at the same time, they are relatively coincident with the real estate industry chain. The low valuation of many companies will also attract the attention of short-term funds.

　　In the first quarter, the main line of the market was theme stocks and oversold stocks. In April, stock selection should return to fundamentals. In operation, we should keep the pace of adjusting buying and not chasing high.

　　Zhang Yufeng: The market breaks through the box, sorting out the flag, breaking through and opening up the space

　　On Monday, the major indexes of A-shares showed a general increase, among which the Shanghai Composite Index closed at the gap Changyang line, which was significantly enlarged compared with the previous trading day. The Growth Enterprise Market Index closed at the gap Changyang line. Technically, the Shanghai Composite Index, stimulated by unexpected economic data, gapped higher and walked higher, breaking through the upper track of the box formed by the high points on March 7 and March 21, and the upside was opened. The medium-term trend may remain volatile upward. It is expected that the Shanghai Composite Index may step back in the short term. The support level is near the 5-day moving average of the Shanghai Composite Index, and the pressure level is near the 3200-point integer mark of the Shanghai Composite Index. In operation, it is recommended to focus on bargain hunting and control the position at around 70%. In terms of sectors, we can focus on investment opportunities in rare earth permanent magnets, domestic software, integration of defense and civilian technologies and other sectors.