A-share opening express | Three major indexes collectively open lower CPO, copper related stocks open active.
22/01/2025
GMT Eight
On January 22nd, the three major A-share indexes collectively opened lower. As of 9:40, the Shanghai Composite Index fell by 0.58%, the Shenzhen Component Index fell by 0.81%, and the Growth Enterprise Index fell by 0.6%.
In terms of market performance, the CPO and copper-related concept stocks were active at the opening, with concepts such as electricity and controllable nuclear fusion leading the gains. On the downside, the Little Red Book concept continued to adjust, and industries such as real estate, film and television production, and gaming, which performed actively yesterday, led the declines.
In terms of main fund flows, funds favored industries such as consumer electronics and precious metals, while funds flowed out of industries like passenger cars, semiconductors, and automotive components.
Institutional Views:
Looking ahead, Industrial believes that we should cast aside pessimism and prepare for a new round of upward movement around the Chinese New Year.
Huaan: The market is at a turning point, focusing on high-dividend stocks, consumer goods, and communications.
Industrial: Prepare for a new round of upward movement, focusing on new energy and military industries.
Orient: Continue to focus on structural opportunities in the technology sector before the Chinese New Year.
Hot Sectors:
1. CPO and copper-related concept stocks were active at the opening.
2. Little Red Book concept stocks continue to adjust.
This article is reprinted from "Tencent Self-selected Stocks," edited by Xu Wenqiang.