The three major A-share indexes closed mixed today.Shanghai IndexRose 0.08% to close at 3,532.62 points;Shenzhen Component IndexFell 0.24% to close at 15021.17 points;Growth Enterprise Market IndexIt fell by 0.91% to close at 3,437.06 points. The turnover of the two cities reached 1.28 trillion yuan, the industry sector was mixed, and energy storage concept stocks set off a wave of daily limit. Northbound funds sold a net 2.815 billion yuan today.
Regarding the market outlook, institutions have expressed their views.
Galaxy Securities mentioned that at present, the short-term panic has been released in stages. In the absence of systemic risks in the fundamentals, there is no need to worry too much about the market outlook and remain cautiously optimistic about the market. At the same time, August is the intensive disclosure period of the interim report, and high-quality stocks with strong fundamentals can be screened.
Wanhe Securities believes that the market will still be in a period of turbulence in the short term.PerformanceUncertainty will also intensify the volatility of individual stocks. This is also the short-term market risk release of various disturbing factors, but overall, the market logic has not changed, and growth stocks are better after the release of internal risks. The industry can focus on medical biology, mechanical equipment, and electronics.
Shanxi SecuritiesSaid that since August, market style changes have been in line with expectations. It is expected that the style switch will continue in the future, and investors can pay attention to the performance of leading stocks in the market.In the medium term, the technology industry continues to maintain a high growth rate, and consumptionthemeIt may pick up, and the overall fundamentals of A-shares are strongly supported, and the upward trend of shocks continues.
Founder SecuritiesSaid that the peak of the growth market is often accompanied by the deterioration of the micro-transaction structure, which is reflected in the rapid increase in turnover rate and the proportion of turnover. However, congestion in local transactions during previous market quotations has often appeared many times, and it is difficult to judge whether the growth market has peaked or not only relying on the congestion of the micro-transaction structure. The combination of “not weak economy + not tight policy” lays a macro foundation for the continued interpretation of the subsequent growth style, and superimposed on the strong support of industrial policy for technological innovation. The fundamental support of the current growth sector remains strong and the market will continue. Signs of the deterioration of the micro-trading structure of some popular tracks have already appeared. The turnover rate and the proportion of the transaction amount have crossed the previous high point. It is worthy of vigilance. However, short-term transaction congestion is difficult to change the upward trend of the growth sector. After phase adjustments, it is a good layout opportunity. . The follow-up market is still likely to continue to embrace technological growth. It is recommended to focus on a high-prosperity and high-growth layout, focusing on new energy, medical and biological, semiconductor, and military industries.
Kaiyuan Securities believes that the current indicator system does not indicate that the “riding bubble” will inevitably fail, nor can it accurately predict whether the hot track will have the last copper plate or gold in the short term. The only certainty is that the expected restoration + energy transition is beginning to resonate in the traditional industry. This has become the best answer to the current question of “whether some investors should leave the market”. This will be the current highly uncertain market. The foreseeable part. The current dominant combinations are: non-ferrous metals (aluminum, copper), chemicals (chemical fiber, soda ash), steel, coal,Brokerage, Military industry.
Market outlook strategy:
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(Article Source:Oriental wealthResearch center)
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