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A-share got off to a good start in May!

Today, the three major stock indexes rose collectively, and as of the close, the Shanghai Composite Index was up 1.Wsoppokergamesonline.16%, the Shenzhen Composite Index rose 2%, and the gem Index rose 1.98%. The market turnover broke through trillion yuan again, reaching 1.1025 trillion yuan. Northward capital inflow of 9.316 billion yuan.

From the point of view of the market, there are three main long forces in the market:

First, Guizhou Moutai rose 3.24%, driving big consumption and the strengthening of "Mao stocks". Specifically, spirits, home appliances, beer, dairy, medical beauty and other sectors were active, while Haier Zhijia, Gree Electric Appliances, Bettany, Tsing Tao Beer, alcoholic liquor, Anjing Food and other subdivided leading stocks rose sharply; second, the race stocks led by Ningde era and Yao Ming Kant. Specifically, the pharmaceutical, new energy vehicle industry chain, photovoltaic, energy storage and other sectors rose; third, the chemical industry chain, dyes, propylene oxide, glyphosate, acrylic acid and other sub-sectors rose sharply.

In fact, all three forces point to core assets to varying degrees. Recently, the sound of bullish A-share core assets in the market has gradually become louder. There is a view that A-share core assets already have both odds and odds. First of all, the over-pessimistic expectations of the market at the beginning of the year have been gradually corrected from the low level by economic data and policies; second, after the sharp rise in the United States, Europe, Japan and other markets last year, the recent market volatility has increased significantly. In contrast, Chinese assets, which are still low and with marginal economic and policy improvements, have become a more cost-effective choice.

Societe Generale Securities said that the main line of core assets has returned. The leading style will be an important source of excess income this year. ETF and risk capital are important marginal incremental funds this year, which also drives the market to further focus on the leading white horse and core assets.

The latest views of Citic Securities also favor dragon stocks. It said that global funds have a strong desire for China's asset allocation, and the high-performance growth style is more concerned, while under fierce competition, it is expected that the domestic public offering will also focus on excellent growth, and the GARP strategy (reasonable price growth stock strategy) will regain its dominance. It is suggested that we should focus on offshore growth varieties with high allocation performance and price, including construction machinery, home appliances, basic chemicals, consumer electronics and other manufacturing leaders. Pharmaceuticals that have bottomed out and stabilized in the industrial cycle, as well as consumer and Internet leaders in Hong Kong stocks.