The three major A-share indexes oscillated today and finallyShanghai IndexClosed slightly down 0.07%, to close at 3588.78 points;Shenzhen Component IndexFell 0.81% to close at 15038.88 points;Growth Enterprise Market IndexIt fell 0.63% to close at 3,455.36 points. The turnover of the two cities exceeded one trillion yuan, the industry sector rose less and fell more, Chinese medicine concept stocks set off a rising tide, aerospace military industry, Hongmeng concept,BrokerageThe sector led the decline.
Regarding the market outlook, institutions have expressed their views.
Caixin Securities pointed out that the short-term period of rapid upward movement in the A-share market has passed, and there is a high probability that the structural market will fluctuate upward. The overall situation is slow and the market does not lack investment opportunities. In the third quarter of 2021, the stock market will gradually shift from a liquidity-driven logicPerformanceincreaseChangheGrowth-driven logic.
ććShanxi SecuritiesIt is believed that the ChiNext may continue to remain strong in the future. In the medium and long term, consumption upgrades and technology sectors, which have maintained a high level of prosperity, still have strong appeal, and the concentration of funds may increase further, and the overall market will continue to fluctuate upward under the alternate drive of related sectors.
ććCICCIt is believed that the overall performance of the Chinese market in the second half of the year may be neutral, but the structure is relatively optimistic, and the style rotation of value outperforming growth may be coming to an end. It is recommended to “light index, focus on structure, and lean toward growth.”
ććHaitong SecuritiesSaid that the index high of the bull market was slightly ahead of the high of the profit indicator. In the second half of the year, inflationary pressures will gradually ease. Excluding the influence of the base, corporate profits are still expanding, and the current round of profit recovery cycle has not been completed in time and space. With reference to the volatility of historical stock indexes, there is still room for the stock market to expand upward this year.
ććCITIC SecuritiesIt is predicted that the A-share market will enter a resonant upward period in the “trilogy” of slow growth, and there will be more room for the fourth quarter. With the resonant recovery of the global economy, the high point of inflation disturbance has passed. At the same time, A shares are also facing favorable factors such as the intensive implementation of domestic policies, stable macro liquidity, and ample market liquidity.
ććChina SecuritiesIt is expected that in the second half of 2021, Chinaās economic downturn will complete its transformation and upgrading. Small marginal changes will cause the market to be in a state of turbulence. There will be no systematic opportunities in the A-share market in the second half of the year. U.S. Treasuryinterest rateThe upward trend and the periodic depreciation of the exchange rate will have a negative impact, and the market as a whole will continue to operate in its current state.
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(Article Source:Oriental wealthResearch center)
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