The three major A-share indexes rose collectively. On the disk, blade batteries, sports industry, solid-state batteries,Aerospace, Salt Lake Lithium Extraction, Rare Earth Permanent Magnets and other sectors have the largest gains, in vitro diagnostics, gene sequencing, dairy industry,InsuranceWaiting for the sector to lead the decline. As of press time,Shanghai IndexRose 0.56% to 3467.30 points; Shenzhen Component Index rose 0.93% to 14,874.62 points;Growth Enterprise Market IndexIt rose by 1.30% to 3,52.41 points.
Today’s news:
1. List of stocks that can be expected to benefit from the development of the national fitness plan industry chain issued by the State Council
2. Layout mid-term report! 16 securities companies released an article on gold stocks in August to understand the logic of gold stocks
3. Tumble 300 billion! An article caused an avalanche! What is the meaning of the sudden “change”? Is the game really “evil by nature”?
4. The latest list of stocks with continuous concentration of bargaining chips is released, and the number of shareholders with the strongest shareholders is reduced by nearly 40%
5. Too crazy! More than 10 billion funds are aggressively “buying the bottom” and urgent purchase restrictions are here!
6. The fund suddenly took a heavy position in this “unpopular stock”, which has soared nearly 5 times in 2 months. God operation or news king?Explosive buying logic can’t guess
7. Demand soars and speculation has become a trend. The manufacturing industry has been suffering from “out of stock + price increase”. The country has taken measures to rectify
8. Cheats are here!The latest research route of top-tier fund managers exposes these tracks and attracts many “stars” to gather
In terms of market outlook,Soochow SecuritiesI think that from the big structure,The Shanghai Composite IndexIt is still in a wide range of fluctuations, while the upward trend of ChiNext and Science and Technology Innovation Board has not changed for the time being, and structuralization is still the mainstream of the market. The short-term oversold rebounding blue-chip white horse should not chase too high, and it is better to build positions in batches after adjustment in the later period. As technology growth is the main line of policy support, there is still room for performance in the future. You can pay proper attention to adjustments. The key is to see whether the company has strong import substitution potential in the industry and use this as a standard to find investment targets.
Aijian Securities said it should not be too pessimistic. On the whole, the market has fallen sharply, and more of it is the market’s own needs. The characteristics of the stock game have resulted in the way of gaining profits in market turbulence. The market has fallen and trading is active, mainly in the small and medium market value sectors, which also determines that the current market is lighter than the index-heavy stocks. We believe that below the shock range, it is not appropriate to be too pessimistic. Although market sentiment will continue to fluctuate, the overall downside space is limited, but we should pay attention to the risk of correction in the larger sector. Just pay more attention to the control of positions and earnings expectations.
China Post Securities pointed out that in August, the high point of economic growth has already appeared, and it will gradually decline in the future. Factors such as the resurgence of domestic and foreign epidemics and the downturn of the domestic real estate cycle will continue to drag down the economic fundamentals.The macro-liquidity level remains stable, but the short-terminterest rateFaced with upward pressure, the long-term endinterest rateThe bottom area fluctuates, and micro-liquidity is expected to continue to be abundant since July. The market’s anxiety about industry policies and the outflow of foreign capital has basically been released, and risk appetite is expected to increase.
In terms of operating strategy, China Post Securities further analyzed and continued its judgment in the semi-annual strategy report. In August, the A-share market will show a turbulent trend, and the center will move downward.In terms of industry, the improvement of “hard technology” is still the main line of configuration, and we continue to pay attention toChangheTechnology sector. According to our macro quantitative model calculations, the August strategy signal is cautiously allocated.
Specifically, continue to focus on two main lines: first, the carbon neutral main line. In the short term, the global economy is still accelerating its recovery, with strong demand for resource products, and prices of coal, steel, and aluminum remain high due to production restrictions. In the future, under the policy of carbon peak and carbon neutrality, power generation, steel and other industries may usher in key changes. Under the goal of carbon neutrality, new energy vehicles, photovoltaics, energy storage and other industries with great market potential, focus on lithium batteries and materials, smart driving related parts companies, upstream industries in the photovoltaic industry chain such as silicon materials, and energy storage Equipment vendors and integrators.
Second, growth is still about configuring the main line and embracing the rise of the technology sector. The uncertainty of domestic domestic consumption recovery is declining, and recovery and consumption are accelerating. The advantages of high flexibility and high growth will make the high-tech industry a long-term development direction in the future, and consumer sectors such as semiconductors, passive components, medical equipment and services will usher in block growth.
Huaan SecuritiesIt was pointed out that under the background that liquidity remained reasonably abundant in August and the Politburo meeting was set to be warmer, the margin of risk appetite increased slightly, and the growth sector would still benefit. The Politburo meeting continued to focus on the industry, and the strong track represented by new energy vehicles increased again. Industry allocation continues to focus on the dual main lines of growth + cycle.There are two main lines in the growth style. One is to continue to focus on the semiconductor and new energy vehicle industry chains that are at an absolute high level; the other is to pay attention to the communication and computer structural opportunities that benefit from the proliferation of the growth style; the first is the relationship with new energy vehicles in the cyclical style. Upstream related to the industry chainNon-ferrous metalsThe second is the chemical, coal, and general automatic equipment sectors benefiting from the upgrading of the manufacturing industry.
(Article Source:Oriental wealthResearch center)
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