The three major A-share indexes rose collectively,Growth Enterprise Market IndexRose more than 1%. On the disk, photovoltaics,Brokerage, Chemical fiber, titanium dioxide, medical beauty and other sectors have the largest gains.Shipbuilding, Hongmeng Concept, EDA Concept and other sectors led the decline. As of press time,Shanghai IndexIt rose 0.79% to 3,594.79 points; the Shenzhen Component Index rose 1.07% to 14,943.51 points; the ChiNext Index rose 1.48% to 3,327.83 points.
Today’s news:
1. The full list of winning bidders for the largest centralized procurement is released!The pharmaceutical giant smashed the golden pit and made smart money
2. Distributed photovoltaic pilots accelerate the trillion-dollar market landing challenge remains
3. The schedule for the appointment and disclosure of the SSE’s semi-annual report is released. ST Longyun takes the lead
4. What kind of fairy company? Meijin Energy’s semi-annual report is expected to increase by 20 times, and the coal coke leader is in full swing! How many daily limits?
5. Unwilling to just be the “king of hyaluronic acid”? Medical beauty giant Aimeike enlarges the move!Entering botulinum toxin will also go to Hong Kong for listing
6. The latest performance surge and stock increase are hot! The net profit of 22 stocks in the interim report increased by more than 10 times, and 70% of the pre-happy stocks rose nearly 30% on average
7. “Moutai in Medicine” is completely exploded! 590 yuan a pill can not be grabbed to 1600 yuan! The stock price soared by 300%
8. What happened? 5 semiconductor ETFs soared by more than 30% in the second quarter, nearly 20 billion funds were collectively withdrawn
In terms of market outlook,Centaline SecuritiesSaid that the signs of orderly entry of off-market incremental funds are still significant. It is expected that the Shanghai Stock Index will continue to maintain a range of fluctuations in the near future. It is recommended that investors wait and see for the time being and continue to pay attention to the investment opportunities of low-value blue chip stocks in the mid-term.
In addition,Haitong SecuritiesIt is believed that the current market adjustment pressure is obvious, and the hotspots are rotated quickly, so the operation should be cautious and not blindly chasing higher. The overall position is recommended to be controlled within half of the position.In terms of operational strategy, it is recommended to find interimPerformanceA variety with strong certainty and growth exceeding expectations; at the same time, benefiting from the procyclical sector in the context of carbon neutrality, it is also expected to usher in a wave of mid-term performance, and investors can also focus on it.
Soochow SecuritiesIt is mentioned that the current market liquidity is relatively abundant, and somethemeOpportunities for business and sectors still exist. In terms of operation, it is recommended to maintain a neutral and flexible position to deal with market fluctuations. In terms of defense, it is recommended to adjust the combined position to the direction of higher valuation returns. Such as the cycle and technology sector, the report exceeds the expected opportunity.
In addition,Northeast SecuritiesIt is pointed out that the short-term market is in the special window period of July 1, and the market logic driven by emotion is still continuing. The style rotates quickly, and the more likely trend is the use of financial and other heavyweight stocks to protect the index, various thematic stocks have entered and exited, and some stocks that are purely hot money speculation may face the trend of gradual withdrawal of funds.
Shen Wan HongyuanSaid that there may be a wave of adjustments in A shares in the second half of the year. Before that,MidlandChu Taper expects guidance is not a real policy top. After the impact of the event landed, A-shares may challenge the upper limit of the shock range again. At this stage, it is still worthwhile to build a structure overnight.
In terms of operating strategy,Shen Wan HongyuanFurther analysis, the structure selection ideas include: (1) In the second half of the year, the relative performance trend is dominant, the relative income is advancing in twists and turns, and the focus is on new energy vehicles, medical biology, semiconductors, national defense and military industries. (2) The core asset valuation switch, performance digestion and valuation capabilities dominate the differentiation. The core assets of electronics, chemicals, mechanical equipment, and some medical and biological and electrical equipment may still be resilient in the stage of total risk fermentation. (3) There is still a wave of opportunities in the external demand cycle (industrial metals and chemicals) in the “cracks” (the window between false and true policies). (4) We are optimistic about the “alternative path” excess returns that will truly run through the whole year. We are strategically optimistic about small-cap stocks, and we are even more optimistic about the growth of small-cap stocks in the second half of the year. Optimistic about the “digital economy” has become a key theme clue for investment in the new economy.
Nanjing SecuritiesIt is mentioned that domestic substitution + growth is the core logic of the current semiconductor sector. As the global semiconductor demand continues to rise, the situation of short supply is expected to continue at least until the end of the year, and the market is expected to further revise its annual performance expectations for the semiconductor sector as the boom continues. In the context of continued strong downstream demand and a continuous upward trend driven by supply in short supply, in addition to the high growth of its own industry, domestic semiconductor companies have irreversible opportunities for domestic substitution.
(Article Source:Oriental wealthResearch center)
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