The three major A-share indexes bottomed out and rebounded. On the disk, non-ferrous metals, rare earth permanent magnets, solid-state batteries, titanium dioxide, and salt lake lithium extraction were among the top gainers. Winemaking, Huawei Shengteng, and Hongmeng Concept led the decline in the two markets. As of press time, the Shanghai Composite Index fell 0.18%, the Shenzhen Component Index fell 0.27%, and the ChiNext Index fell 0.50%.
Today’s news:
1. Cool down quickly! The strongest selling wave of Internet stocks during the year: the retracement of many shares has exceeded 50%. Why did the strongest track in the past step on?
2. Furiously invest 15 trillion! What signal does the global battery giant start bombing mode?BYD unexpectedly ascends to the throne
3. The Central Bank: Promote a further reduction in real loan interest rates
4. Bureau of Statistics: June CPI rose 1.1% year-on-year, PPI rose 8.8% year-on-year
5. The second runner-up of the pre-increasing performance is here! Suddenly increased by 179 times, Jiangsu Thorpe’s performance exploded!The rising price theme stocks are collectively hey
6. What happened? Treasury bond futures skyrocketed across the board, bank stocks fell sharply!Emergency interpretation of the fund is coming
7. The winning rate of agency recommendation is over 60%. The two major sectors are the most concerned! 18 shares are actively recommended by more than 5 institutions
8. The power generation industry will take the lead in launching carbon emissions trading. Experts said that they “grasp the root of the problem.”
As mentioned by Soochow Securities, this week’s repeated see-saws have led to a rapid increase in operational difficulty. In the short term, the strength of chip new energy has delayed market adjustments, but we should also be aware of whether the market will be dragged down once the popular sectors turn short. At present, the Shanghai Composite Index is still at an important mark of 3,520 points. The focus is on whether it can form an effective support. Current operations should be appropriately cautious, and we can continue to focus on low-level and small-cap varieties with good interim reports.
In addition, Everbright Securities said that, generally speaking, financial stocks tend to have excess returns against the background of expected RRR cuts. However, the banking sector fell sharply on Thursday, which became the main factor dragging down the market. Therefore, under this background, it is recommended that investors “light index and heavy individual stocks”, and it is expected that the market outlook will still be dominated by structural market. Strategically, with the further disclosure of the semi-annual report, it is preferred to select targets with high performance growth and the industry is on the track of high prosperity, such as consumer electronics, lithium batteries, and semiconductors.
As far as the market outlook is concerned, Centaline Securities believes that it is expected that the Shanghai Stock Exchange Index is likely to rise slightly in the short-term, and the ChiNext market is likely to undergo a small-term consolidation. Investors are advised to pay close attention to investment opportunities in semiconductors, new energy lithium batteries, non-ferrous metals, automobiles, and aerospace and military industries in the short-term, and continue to pay attention to investment opportunities in low-value blue chip stocks.
Orient Securities stated that the market polarization pattern remains unchanged. Expected RRR cuts have stimulated growth stocks to further devalue their valuations. The implicit economic downturn expectations behind them put further pressure on traditional procyclical sectors. In the short term, growth styles may continue to account for Excellent, but the consumer and financial sectors that currently lead the decline are not useless. Once the macro environment enters a stagflation-like stage, it will have considerable defensive value; operationally, it is recommended that investors continue to deploy around the interim report in the short term.
Guotai Junan Bian Fengwei pointed out that the interim report is a rough look at the annual financial report data, and it is more often an accelerator of emotions. Looking back on the previous few years, whether it is the 5G industry chain in 19 years or last year’s chip semiconductors, everyone will find that after the acceleration, they will often Switching after the shock is triggered, so the observation of the interim report is that on the one hand, the current expectations are poor, and it is necessary to use this sentiment when the stock price rises and falls. Perhaps some new changes will come after August.
In terms of operating strategy, Huaan Securities mentioned that in the short term, the loose pattern will be maintained, the growth sector will be supported by performance, and the boom will continue to rise, but as the window of change gets closer and volatility increases, it is recommended to choose performance around the interim The layout of high-growth varieties. One is the high economy, focusing on the structural opportunities of semiconductors, the new energy vehicle industry chain, and polyester and other chemicals in the cycle; the second is repairing the main line after the epidemic, and continuing to pay attention to the shipping and aviation sectors that are booming. In addition, it is recommended to pay attention to the defensive properties of some undervalued varieties.
In addition, Guosen Securities stated that funds are increasingly concentrated in industries that represent the direction of the future. At present, market investors generally feel that some industries that represent the direction of future economic development are mainly concentrated in the fields of technology, green, and consumption. Although they have increased greatly and have high valuations, they have always been sought after by the market. On the contrary, after long-term low valuations of some traditional economic sectors, valuations will even reach new lows, which no one cares about. Market funds are clearly concentrating in these industries that represent the future direction.
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