“Please don’t go up again!” On the morning of July 29th, I grew up and mixed in NuoanfundIn the discussion area of, an investor who has not yet “boarded” followed his speech with 13 crying faces.
According to the data, as of midday’s close, half a day, Cai Songsong’s estimated net value of the growth hybrid fund of Lions Growth reached 5.11%.
On that day, the A-share market ushered in a long-lost overall rise.
As of noon closing on July 29,The Shanghai Composite Index、Shenzhen Component Index、Growth Enterprise Market IndexThey rose by 1.04%, 2.41%, and 3.73% respectively; a total of 3566 stocks rose, and only 687 stocks fell.
Technology stocks performed well, photoresist, YMTC,SMICThe industry chain and other sectors have strengthened one after another. Among individual stocks,Xinlai should material, Rongda Guanggan both achieved the daily limit with an increase of about 20%, and some investors called out “the explosion of faith in technology stocks.”
In addition, hot sectors such as lithium mines, rare earths, and military industries continue to be active.Northern Rare EarthThe daily limit has increased by more than 116% in the 20 trading days from July 2nd, doubling within the month.
Faith in tech stocks broke out
Technology stocks have become an important force driving the market up.
According to data, as of the noon close, the photoresist concept sector rose by 10.12%, ranking first in the concept sector. Shareholders said that “the sector directly has a daily limit”; Yangtze River Storage, Semiconductor Materials,SMICConceptual sectors such as the industrial chain have followed up.
Xinlai should materialAfter the opening, the daily limit was pushed up strongly, with an increase of 19.98%;Rongda SensitivityThe daily limit is approaching the close of noon, with an increase of 20%.
in addition,Research new materials、Jianghuawei、Kangqiang Electronics、Shi DashenghuaAnd other stocks are daily limit.
It is worth noting thatNanda OptoelectronicsEvening of the 27thannouncementSaid that the company’s 71.67% shareholding subsidiary, NingboNanda OptoelectronicsMaterials Co., Ltd. intends to introduce strategic investors, the National Integrated Circuit Industry Investment Fund Phase II Co., Ltd. through capital increase and share expansion.
Analysts said that the sudden purchase of shares in the second phase of the big fund not only caused the market toNanda OptoelectronicsThe photoresist business has created more room for imagination, and it has also raised the market’s expectations for the high boom of the semiconductor industry.
As of the midday close, Nanda Optoelectronics rose 11.39%, and the cumulative increase in the past three trading days was 34.58%.
Manager Cai Shigekura shares up
Technology stocks have soared continuously, who is the happiest? Of course it is investors who hold Lion Growth Hybrid Fund.
Let’s take a look at today’s gains in the top ten heavy stocks of Lion Growth Hybrid disclosed in the second quarter report:
Let’s take a look at the recent net worth trend of Lion Growth Mix:
source:Lion Fund
According to the report in the second quarter of this year, as of the end of the reporting period, the net value of the shares of the Lion Growth Hybrid Fund managed by Cai Songsong was 2.137 yuan, and the net value of the fund increased by 39.49% in the quarter.The same periodPerformanceThe benchmark rate of return was 3.68%, and the excess return was as high as 35.8 percentage points.
The continuous rise of technology stocks has made Lions Growth Hybrid’s upswing so gratifying, so that investors shouted Cai Songsong in the discussion forum of Lions Growth Hybrid Fund: “Please stop rising, I’m afraid!”
The influx of funds into the “golden pit” of Chinese assets
Regarding the recent correction of the A-share market, institutions generally believe that there is no need to be pessimistic and that there will be no systemic risks.In fact, fromCash flowXiang Ke can see that China’s assets are still the “golden pit” for fundraising.
According to the data, as of the close of noon, the northbound funds totaled half a dayNet inflow1.913 billion yuan, while a substantial net inflow of over 8 billion yuan last trading day.
At the same time, the Hong Kong stock market also ushered in a sharp rebound today. The Hang Seng Index once rose by nearly 3% in intraday trading, regaining the 26,000-point mark strongly.
GF SecuritiesSaid that reasonable and abundant liquidity is the foundation for the controllable downside risk of A shares. In the process of capital shifting, the original debt/leverage risk needs to be gradually digested and demined. With reference to the financial supply-side reforms since 2019, the overall liquidity environment will remain stable and loose to support asset valuation.
For investment strategies,GF SecuritiesSaid that the current policy is shrinking the areas where capital has expanded in an orderly period, but the credit environment for small and medium-sized enterprises and strategic emerging industries is relatively mild. Therefore, the market value continues to sink, looking for the direction of the economy. Use the opportunities of adjustments and mistakes to allocate small-cap growth sectors that have good performance expectations and benefit from the shift in capital circulation—semiconductor, military, optics, optoelectronics, etc.; at the same time, with supply shrinking capital expenditures orderly, and profit expectations revised upward Plate-steel, rare earth, aluminum, glass, chemical fiber, etc. The theme focuses on the fields of new energy vehicles and photovoltaics related to carbon neutrality.
Market outlook strategy:
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(Source: China Securities Journal)
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