Institutions on the market: domestic software sets off the daily limit wave, technology stocks are expected to return to the king

Summary

[Institutions on the market: domestic software set off a daily limit wave, technology stocks are expected to return to the king]On Thursday, the three major indexes collectively closed up, and the ChiNext index led the gains. On the disk, most thematic stocks such as Hongmeng Concept, third-generation semiconductor, photoresist, etc. The domestic software sector set a daily limit in the afternoon, the concept of liquor and mining services were weak, and the aquaculture industry was sluggish throughout the day. In the end, individual stocks in the two cities rose slightly, and the overall market was in a balanced pattern, but some heavy stocks lifted the index significantly .

Bairui wins: the market is once again blocked by the pressure of 3629. Domestic software concept stocks set off a wave of daily limit

On Thursday, the three major indexes closed up collectively.Growth Enterprise Market IndexLeading the gains, up more than 2%.The Shanghai Composite IndexOpening low and rushing high, after breaking through 3600 points, it hovered around 3610. The stocks rose and fell half-and-half. Computers, automobiles, communications, and semiconductors were among the top gainers, while aquaculture, hotels, restaurants, and beverage manufacturing were among the top decliners.

As of the close, the Shanghai Composite Index closed at 3,610.86 points, up 19.46 points, or 0.54%. The turnover was 442.1 billion.Shenzhen Component IndexIt closed at 14893.59 points, an increase of 175.19 points, or 1.19%, with a turnover of 560.1 billion. The GEM index reported 3285.51 points, an increase of 77.88 points, or 2.43%, with a turnover of 226 billion. In the Shanghai and Shenzhen stock markets, individual stocks rose by 2,199, fell by 2,056, with a daily limit of 92 and a lower limit of 37.

Outlook:

In early trading, the three major stock indexes opened with mixed ups and downs, and then the market showed a turbulent upward trend. The ChiNext index rose more than 2% and challenged 3,300 points again.Shanghai IndexIt rose nearly 1% and returned to above 3,600 points. In the afternoon, the index remained high and fluctuated. On the whole, the market showed a state of differentiation. As of the close, the Shanghai Composite Index was at 3,610.86 points, the Shenzhen Component Index was at 14,893.59 points, and the Chuangzhi was at 3,285.51 points.

On the disk, the Hongmeng concept, third-generation semiconductors, photoresist, etc. are mostlythemeStocks rose generally, the domestic software sector set a daily limit tide in the afternoon, the concept of liquor and mining services weakened, and the aquaculture industry was sluggish throughout the day. In the end, individual stocks in the two cities rose slightly, and the overall market was in a balanced pattern, but some heavy stocks lifted the index obvious.

Technically, judging from the volatility range of today’s market, the pressure at the top 3629 is effective, and the support at the bottom 3580 is effective. It is still within the range of frequent tests of the recent index, so the index is not a big problem. If you look closely, you can notice that the market has repeatedly risen and fallen under the pressure of 3629, which shows that the index has insufficient momentum and the belief in breakthrough is not firm. Therefore, every time you rise, you can consider reducing your position or getting out of the game.

Strategically, driven by the blue-chip stocks in the financial market today, the market opened low and moved high. The index fell in the afternoon, indicating that the market is under pressure near 3630 points, and there is no condition for an upward breakthrough. Tomorrow is the last trading market before the holiday. There should be selling pressure, so everyone try not to be too aggressive. After all, short-term hotspots are not sustainable and fast. It is not recommended to chase the price as a whole. On the other hand, the low-level varieties on the market are ready to move in the near future. Compared with the high risk of high-position and strong stocks, the opportunities and operability of these varieties are stronger, so if you hold this kind of relatively safe target, you can continue to hold shares.

Xiangcai Securities: Technology stocks are back in the arena with super energy

The stock indexes of the two stock markets opened on a regular basis today. After that, the GEM rose rapidly, driving the Shanghai Stock Index to rise simultaneously; the overall performance of the stock index in the afternoon was strong; disk hot spots: domestic software, remote office, RCS concept, ETC concept, operating system, cloud computing, information security, word Sections such as section bounce and blockchain performed strongly; in general: today the market is showing a mid-range rise.

Regarding the market’s bullish attitude, no matter how the index fluctuates, we have not wavered at all. In response to the adjustments in recent trading days, Fan Bo of Xiangcai Securities constantly reminds everyone not to be nervous in their daily reviews. The adjustment is benign. On June 9th, I especially emphasized that this is just “Adjustment Highlights on the Way Up”, and emphasized the view that the technology stocks as a whole have a relay trend.

Judging from the current game between hotspots, the largest hotspot medical aesthetics sector in the first half of the year was due toLongzi sharesContinuous sharp adjustments will have some impact on the popularity of the sector in the short term, but the market has not cooled down because of this. The medical aesthetics is weak and Hongmeng is strong.Runhe SoftwareA net increase of more than 2.5 times in a short period of time not only significantly drove Hongmeng concept stocks, but also stimulated the entire technology sector.

Looking at the performance of today’s disk, the index has ended adjustment and there is a Zhongyang. The ChiNext Index (399006) even took the lead and soared by nearly 2.5%. The highest of 3302 points approached the May 31 high of 3309, while the ChiNext Composite Index (399102) Although it only rose by nearly 2%, the highest of 3340 points has taken the lead in refreshing the May 31 high of 3311, and is approaching the January 25 high of 3349. This strong and sharp performance of the GEM once again reflects its role as A The style of a striker.

Judging from the list of gains, today there are more than 80 stocks that have a daily limit, but nearly 35 varieties have increased by more than 10%, accounting for nearly 40% of the total number of daily limits in the two cities. Of course, among these 30 varieties that have increased by more than 10%, entrepreneurs The board and the science and technology board account for half of each. Almost most of them are technology stocks. This shows that the strongest keywords in the current technology market. Of course, the focus of trading is on technology stocks in these two fields. Investors can focus on them.

To sum up one sentence: the end of the broader market to adjust the Zhongyang upside, this trend is consistent with our view of continuing to see more, but it is unrealistic to attempt continuous market surges. Maintaining a volatile and rising pattern is the main keynote, but the structural market will be very exciting. The focus of the hot spot is the group of technology stocks with Huawei Hongmeng as the core.

(Editor in charge: DF064)

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