Original title: After-hours finishing touch | The sector is in rotation, pay attention to the expected varieties of the interim report!
On June 4, the Shanghai and Shenzhen stock markets fluctuated higher. As of the close, the Shanghai Composite Index rose 0.22% to 3,592.12 points.Shenzhen Component IndexRose 0.74% to 14,870.91 points,Growth Enterprise Market IndexIt rose 1.28% to 3,242.61 points.The total turnover of the two cities was 937.5 billion yuan, with northbound fundsNet inflow3.067 billion yuan.
In terms of sector performance, finance, aviation, and agriculture strengthened, with coal, oil, gas, logistics, power, and steel leading the decline.
A few days ago, it was reported that several major foundries around the world raised their foundry prices by 10%-20% in the second quarter from the previous quarter, and the overall increase was similar to that in the first quarter.But from the individualcontractLook, some foundry prices have risen by as much as 50%.Guosen SecuritiesResearch reportAccording to the report, the industry chain wafer and packaging and testing end games continue to maintain full orders, and at the same time, the procurement cycle for upstream semiconductor equipment is prolonged. Some key equipment orders have been scheduled to the third quarter. In the short term, semiconductor production capacity cannot be expanded rapidly, so the supply and demand structure is tight. Intensified further.
Looking ahead, Essence Securities believes that in the currentMidlandUnder the background of Chu significantly dovish,Global stock marketThe increase in valuation tolerance, coupled with the risk appetite of A shares in a favorable window period, makes A shares have an upward wave in the short term. From a structural point of view, the market presents certain characteristics of rotation. In the next stage, due to the overall favorable support from the liquidity environment and risk appetite factors, the growth proliferation may continue, and attention will be paid to the types of supplementary gains and the ones expected to be strong in the interim report.
Guotai JunanIt is recommended to continue to focus on high-prosperity industries. Beginning in late June, the market’s focus will once again focus onPerformanceIn the above, the trend-oriented sector with high prosperity is still the main line of the market, and we can continue to pay attention to sectors such as new energy vehicles (lithium batteries), liquor, CRO in medicine, and medical beauty.
(Source: Dazhong Newspaper · Economic Herald)
(Editor in charge: DF052)
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