Home » A-share three major indexes all closed Sanlianyang silicone concept stocks continue to rise

A-share three major indexes all closed Sanlianyang silicone concept stocks continue to rise

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The three major A-share indexes collectively closed up slightly today, and the daily K-line closed for three consecutive days. The turnover of the two cities reached 1.31 trillion yuan, and most of the industry sectors closed up. Silicone concept stocks continued to rise sharply, and the sector index soared by nearly 7% today. Northbound funds bought a net 3.419 billion yuan today.

  Specifically,Shanghai IndexIt closed up 0.74% to 3,540.38 points;Shenzhen Component IndexRose 0.23% to close at 14,697.50 points;Growth Enterprise Market IndexIt rose 0.54% to close at 3,346.66 points.

Regarding the market outlook, institutions have expressed their views.

  Everbright SecuritiesIt is pointed out that after the rebound, it is still necessary to pay attention to the structural adjustment pressure of the market.Since this month, the market style has changed in line with our expectations, and the future is expectedthemeThe rotation pattern will continue. The main line of the short-term market is relatively fuzzy and the market is divergent. However, the overall valuation of A-shares is still at a low level. Investors are advised to look at the long-term and not overly care about short-term market fluctuations.It is recommended to pay attention to the interim reportPerformance(Forecast) The repaired technology manufacturing industry is supplemented by some types of infrastructure benefiting.

  Orient SecuritiesIt is believed that the rebound of the market does not mean that the true market bottom has been established. The downward trend of some blue-chip white horse stocks may be a drag on the index operation. At this stage, investors are advised to remain cautious and pay attention to the relatively reasonable valuation of the small and medium-sized manufacturing market value. Faucet.

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  Shanxi SecuritiesIt is believed that, combined with the performance of the service industry consumption peak season in September and October of previous years, service industry-related consumption will usher in a rebound, and A-share related themes may bottom out. In the long run, the overall valuation of A shares is still at a low level, the technology industry continues to maintain a high growth rate, there is still room for recovery in consumer topics, the overall fundamentals of A shares are strongly supported, and the index continues to fluctuate upwards for a long time.

Guosheng Securities pointed out that the downward pressure on domestic macroeconomic data is greater. With the disclosure of the interim report entering the final stage, the market’s expectations for the peak of profit growth will increase, and the future will inevitably turn into turbulence. It can be considered to gradually increase the style of stable growth. Keep asChangheBalanced allocation of value.Therefore, operationally, it is necessary to control the overall position before the market effectively breaks upwards. When the short-term retracement is accumulating, do not chase the rise. It is appropriate to buy low and focus on the layout.Brokerage, Construction materials, military industry, cycle technology and value blue chips and other sectors to rotate opportunities.

  GF SecuritiesIt is believed that the policies of “common prosperity” and “specialization, special innovation” will strengthen the main line of small-cap growth. In the short term, policy uncertainty may inhibit the risk appetite of foreign investors, and the risk premium of A-shares will increase, which will intensify microstructure adjustment. In the medium term, the “common prosperity” policy will also strengthen the main line of small-cap growth.

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  Zhongtai SecuritiesIt is mentioned that the market outlook is likely to continue to maintain the rhythm of the sector’s rotation, but the rotation of the sector has changed. It is recommended to lighten the index and heavy stocks, and be cautious with the lithium battery, semiconductor and other sectors that are already at a high level, and pay appropriate attention to the military, securities and other sectors. Rotation opportunities.

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(Article Source:Oriental wealthResearch center)

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