Weight restriction space, appropriate participation in high-quality individual stocks

GF Securities Wanbing

Due to the restriction of heavyweight stocks, the two markets formed a narrow consolidation trend. At 14:30, the Shanghai Stock Exchange Index closed at 5267.96, up 6.39 points, and the Shenzhen Composite Index closed at 17848.20, up 152.44 points.

From the perspective of sector trends, the trend of banks, nonferrous metals, coal and oil, brokers, steel and other weight sectors is weak, Olympic The trend of concept stocks is more prominent, but the trend of Olympic concept stocks has a clear sense of speculation. Although the Olympic Games has brought greater development opportunities to relevant individual stocks, at present, the sharp rise of such individual stocks has formed obvious performance overdraft, and the speculative atmosphere of the market has been strengthened again. But from the perspective of market trend, although the weight stocks have a greater drag on the stock index, However, the market is still relatively active, and investors can intervene in a moderate amount in high-quality stocks with stable trend at present, and individual stocks can focus on 000012 CSG A As the leader of the glass industry, engineering glass will be the main source of the company's future performance growth. The company's transfer of automotive glass business will help the company focus on advantageous resources, strengthen advantageous industries such as float glass and engineering glass, and have a positive impact on improving the company's sustainable development ability. The company's third quarter report shows that the total number of circulating shareholders has been reduced by half, The chips are gradually concentrated, and the solar photovoltaic industry chain under construction of the company will become a new profit growth point in the future, and investors can participate appropriately.