The stock indexes of the two cities fell and the ChiNext index fell more than 1%, and the military semiconductor and other sectors weakened.

On July 1, the stock indexes of the two cities opened higher across the board, and fell back in the session. As of press time,Shanghai IndexFell about 0.4%, the Shenzhen Component Index fell nearly 1%,Growth Enterprise Market IndexA drop of more than 1%. On the disk, most sectors in the two cities fell, with military industry and semiconductor sectors leading the decline.Brokerage、Insurance, Non-ferrous metals, petroleum, electric power, home appliances and other sectors all weakened; the pharmaceutical sector bucked the market and pulled up, and Chinese medicine stocks were active.Kyrgyzstan Pharmaceutical Holdings、Ma Yinglong、JiuzhitangWait for the daily limit of nearly 10 shares;Textile and Apparel、bank、food and drinkWait for the plate to rise slightly.

　　Northeast SecuritiesIt is pointed out that in the short-term, we will focus on inertial trading strategies, control positions and swing operations, and pay attention to the strength of the market in the next week and the possibility of potential rotation in the next half month; in terms of configuration, in the technology growth track and mid-term reportPerformanceThe value cycle stocks with relatively low valuations are well balanced. The premium rate of AH shares fluctuates at a historically high level, so H shares and A shares remain linked or H shares are expected to account for better than comparable A shares; Mao stocks with funds at the bottom for trial trading can also pay attention to their repeated fluctuations and build a mid-term bottom The possibility of liquidity relaxation is still difficult due to the downward pressure in the later period of the economy. The main lines of high prosperity and weak cycles such as technological growth have attracted more attention. Chips in the field of the neck, satellite Internet, etc., new energy under the logic of carbon neutrality Industry chain, related medical and medical stocks under the big rehabilitation logic, etc.

(Source: Securities Times Net)

Article source: Securities Times

Editor in charge: DF545

Original title: The stock indexes of the two cities fell down, the ChiNext index fell more than 1%, and the military semiconductor and other sectors weakened