The three major A-share indexes collectively closed down today, among which the Shanghai Stock Index fell 0.22%; the Shenzhen Component Index fell 0.79%; the ChiNext Index fell 1.47%. The turnover of the two cities reached 1.3 trillion yuan, and the industry sector went up and down. Northbound funds sold a small net of 178 million yuan today. Regarding the market outlook, institutions have expressed their views.
Hexin Investment Advisor: Resource market breaks out again, waiting for a new round of market launch
Today’s autos, lithium extraction from salt lakes, non-ferrous resources, rare earth permanent magnets, including coal, and iron and steel are realizing well. At the same time, science and technology stocks also have obvious anti-drawing. Funds are switched back and forth quickly, and the continuity of the sector is slightly worse. The market is undoubtedly still insisting on growth. Although the overall growth is going to be more tortuous, there is no desire for funds to give up.Now the collective outbreak of resources, especially the rise of rare earth, cobalt, and lithium resources, is more logical for growth. Therefore, the growth period is not over. Consumption can be operated but the cycle will be a little longer.
Haitong Securities: Indexes continue to differentiate, and the direction may now be clear after the market repeats
As far as the market outlook is concerned, the sectors with strong performance in the early stage are relatively good in terms of the industry’s prosperity or the company’s own performance. The short-term correction is only a correction to the sharp rise in stock prices. We are still optimistic about the high-prosperity track.In addition, the future is determined to be relatively strong, and there areMilitary sectorOn the one hand, the reason is that military power is the necessary and solid backing for the rise of my country’s great powers. On the other hand, the vigorous development of my country’s economy also requires matching of national defense capabilities. In addition, the country has recently put forward plans for military strategic development at many important meetings. The military industry will usher in a period of rapid development in the future. In the current market where styles are frequently switched,It is recommended that investors be prepared for balanced allocation and long-term investment. They should not chase ups and downs. They need to raise their risk awareness, invest rationally, and carry out diversified allocations.
Xiangcai Securities: The index is still very good in recovering lost ground and making money
Today, market funds are still digging around the previous hot spots of lithium batteries, energy storage, and photovoltaics. In the afternoon, the lithium battery soul salt lake shares quickly rose to the limit, which drove the sharp rise of lithium batteries and other related stocks, indicating that funds are involved in this line of comparison. Deep, it seems that there is still some way to go if other second-tier hot spots want to get to the top quickly. In addition, although the index volatility of the two cities is very small today, there are still nearly 100 stocks daily limit, which shows that the money-making effect is still very good. To sum up a sentence:All the indexes have fully recovered the ground lost before the sharp drop. The early haze has disappeared. The first, second and third line hotspots are all online. The determination to continue to make more funds is still strong, and you only need to follow the trend.
Jufeng Investment Advisor: Keep watching while waiting patiently for the finishing
In recent operations, we cannot think that the stock market is about to rise just because the blue chip stocks have started at a low level. At the same time, it should not be considered that the stock market is over just because the technology stocks have adjusted. Before the fundamentals have not deteriorated and the original trend has not changed, it is not recommended to turn at will. More, it should be staged to grasp, but also need to pay attention to the staged risks. Entering August, the market is still going back and forth, and it cannot be ruled out that there will be a sharp shock.It is recommended to stay on the sidelines and wait patiently for the completion of the reorganization. In this process, continue to avoid high-value and high-value products, and for investors who have a strong grasp of the ability, they can also perform band operations on dips.Investors with weak grasping ability tend to wait and see. The possibility of systemic risk in the market in the second half of the year is very low, and more of it is still the structure of the style rotation.
Comprehensive report by Duchuang/Shenzhen Commercial Daily reporter Zhou Mengrong
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