Home » Expectations changed? A-shares rose strongly, lithium batteries, photovoltaics, and chips recovered across the board. Hong Kong stocks technology stocks rebounded violently | Hong Kong stocks

Expectations changed? A-shares rose strongly, lithium batteries, photovoltaics, and chips recovered across the board. Hong Kong stocks technology stocks rebounded violently | Hong Kong stocks

by admin


Stocks are based on the research report of Golden Unicorn analysts, authoritative, professional, timely and comprehensive, to help you tap potential thematic opportunities!

Original title: Expectations changed? A-shares rose strongly, lithium batteries, photovoltaics, and chips recovered across the board!Hong Kong stocks technology stocks rebound violently

The rebound is coming! On the morning of July 29, the major indexes of the two cities rose across the board. Among them, the Science and Technology 50 Index rose more than 3%, and the ChiNext Index rose more than 3.73% to return to 3,400 points. Lithium batteries, new energy vehicles, rare earths, photovoltaics, chips and other concepts have recovered across the board.

Hong Kong stocks also ushered in a violent rebound. As of press time, the Hang Seng Technology Index of Hong Kong stocks has risen nearly 7%, NetEase and JD have soared by more than 10%, and Meituan and Tencent have risen by more than 8%.

Photoresist, lithium battery, military industry are more blooming

In the early trading, the concept of photoresist surged across the board.Rongda SensitivityDaily limit,Whelan crystalsRose more than 15%,Guangxin MaterialsRose more than 13%,Jacques TechnologyJingrui sharesWait for the collective to strengthen.

On the news, the second phase of the National Integrated Circuit Industry Investment Fund, known as the Big Fund, has been put in place, with a total scale of more than 200 billion yuan. This round of investment focuses on semiconductor equipment and materials.Domestic photoresist companyNanda OptoelectronicsRecently received 183 million yuan investment, the company’s new generation of ArF photoresist is expected to be used in the 14/7nm process.

See also  Madonna Trevignano, a former faithful: "Give me back my 123 thousand €, it was a scam"

The lithium battery sector is recovering strongly,Jiayu sharesXiangtan ElectrochemicalBaoan, ChinaWait for the daily limit;Jinchen sharesShengxin Lithium EnergyAzure Lithium CoreWait for stocks to rise. The photovoltaic sector also ushered in a surge,Trina SolarRose by more than 13%, Jiaweixin can rise by more than 9%,SungrowRose more than 8%.

The military sector once again pulled up,New research sharesRose more than 10%,AVIC Heavy MachineryRose more than 9%.

Galaxy Securities said that in the short term, the military industry sector has returned to business logic. Approaching the interim report window, performance realization will become the main investment logic main line, the industry’s high prosperity may lead the sector to gradually stabilize and rise, and it is recommended to gradually increase positions. In the medium term, the demand for downstream military products is strong. As the capacity bottleneck is gradually eliminated, the industry’s boom is expected to continue. In the long run, “a hundred years of change” will inevitably accelerate the modernization of our military, and the development of the industry is expected to usher in the golden age.

Hong Kong stocks technology stocks rebound violently

The Hang Seng Technology Index of Hong Kong stocks opened higher today by nearly 6%, and then the gain expanded to 7%. Large technology stocks continued to be strong. NetEase and JD.com rose more than 10%, while Meituan and Tencent rose more than 8%.

Education stocks in Hong Kong stocks also ushered in a recovery. New Oriental rose by more than 8%, New Oriental Online rose by nearly 13%, Sigle Education rose by more than 18%, and China Oriental Education rose by nearly 8%.

See also  Football and Leadership - “The vision of a sports club is not to maximize success” - News

China Merchants Fund said that for the Hong Kong stock market, after the market has obviously digested the valuation, the sensitivity to the upward risk-free interest rate will be reduced. On the whole, it is expected that the market outlook for the index will maintain a volatile pattern. After the previous adjustment of growth stocks, the valuation pressure will be greatly reduced, the crowded trading situation will also be significantly eased, and growth stocks will usher in a long-term allocation time.

Insurance and liquor are still sluggish

Although the market is picking up, insurance stocks continue to fall. As of press time, the insurance sector has fallen by more than 1%.China Life InsuranceChina Pacific InsuranceFell nearly 2%,Ping An of ChinaFell 0.4%.

Since the beginning of this year, Ping An’s stock price has continued to decline, with a correction rate of nearly 40%, and its market value has fallen below one trillion yuan.

according toIndustrial SecuritiesAccording to statistics from the Institute of Economics and Finance, in the second quarter of 2021, the active fund’s low-profile insurance sector accounted for 0.2% of the stock market value, which was 1.08pct from the previous month, which was 1.77pct lower than the CSI 300, and the proportion of insurance holdings reached five. At the lowest point of the year, individual stock holdings have also generally declined month-on-month.

Industrial Securities said that the main reason for the sharp drop in holdings was that insurance premium sales in the second quarter were significantly weaker, the industry was facing reforms and adjustments under the imbalance of supply and demand, and the peaking of interest rates affected long-term investment expectations, and the willingness to allocate public funds declined significantly.

See also  Daniel Hong Kong Stocks | A shares are on "vacation" Hong Kong stocks have exploded in the carnival real estate and automobile sectors! _Listed_Enterprise_Regulations

Liquor stocks are also “green” on a large scale. As of press time,ShuijingfangWilling to wine industry(Human rights protection) fell more than 5%.

After continuous stock price adjustments, Shuijingfang’s stock price has fallen from a high of 160.57 yuan to around 113.5 yuan. but,GF SecuritiesNortheast SecuritiesOrient SecuritiesMany brokerages have maintained their buy or overweight ratings on Shuijingfang, with a maximum target price of 142 yuan.

Is the bull market coming? How to get on the bus quickly, the gold medal investment advisory service is free >>


Sina’s statement: This news is reprinted from Sina’s cooperative media. The publication of this article on Sina.com for the purpose of transmitting more information does not mean that it agrees with its views or confirms its description. Article content is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.

Massive information, accurate interpretation, all in Sina Finance APP

Editor in charge: Chen Youran

.

You may also like

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More

Privacy & Cookies Policy