The turnover of the Shanghai and Shenzhen stock exchanges exceeded one trillion for the 18th consecutive trading day. On the plate, titanium dioxide, chemical fertilizer, salt lake to extract lithium,Shipbuilding, Silicone and other sectors ranked among the top gainers, with automotive chips, Hongmeng Concept, Gallium Nitride, SMIC and other sectors leading the decline. As of press time,Shanghai IndexDown 0.55%,Shenzhen Component IndexDown 1%,Growth Enterprise Market IndexIt fell by 1.32%.
Today’s news:
1. CATL responds to 58.2 billion financing: the amount of financing is not as large as expected
2. The hard technology sector is favored by large funds. Northward funds focus on increasing positions. These concept stocks are only 9 (list attached)
3. Tragic!Shenzhen’s top school district houses plummeted by 5 million unsold auctions
4. “Mao Index” or “Ning Combination”?Chen Guo, Yao Zhipeng, and Ren Zeping debate the next frontier
5. The leader of 25 billion chips was suddenly reported by real name: Monopoly maliciously raises prices! 6 times big bull stocks should be cool?
6. 86 million yuan! Why is China Telecom abandoning so many new shares?
7. The founder of the 100 billion “Pork Empire” stepped down as his second son! “Scrap Prince” is cold? “The younger brother is too kind and extremely dangerous”
8. This sector soared 49%, leading the A-share US market and staged the same story! Cycle shareholders make a comeback?
In terms of market outlook,Orient SecuritiesIt is pointed out that the biggest problem with the market at this stage stems from the excessive speed of the plate rotation and the lack of core offensive lines. Even if the transaction can be maintained at more than one trillion yuan, there will be a certain degree of enthusiasm in the disk. But in the long run, if there is no direction to make money, It will definitely affect the confidence in the market to do more and is not conducive to the subsequent strengthening of the market; in terms of operation, investors are advised to maintain proper caution and pay attention to high-prosperity structural opportunities, including the chemical and general equipment sectors.
Yuekai Securities said that in the near futureNorthward capitalThe trend was flat and the overall volatility was relatively small.Judging from the inflows over the years, the northward capital in July and AugustNet inflowThe share of inflows in the whole year is not high. As we analyzed in the previous special reports, in the past two or three years, northwardCash flowThere may be a certain “seasonal effect”, which may correspond to the “off season” northward in the near future.
Yuekai Securities further analyzed that we should “short-term and long-term”, and from a long-term perspective, the strong magnetic attraction effect of the domestic market will continue to appear. As my country continues to open up to the outside world, the relatively good return on RMB assets will attract , The confidence and trend of foreign capital to invest in the Chinese market in the medium and long term and increase the holdings of RMB assets is improving. We expect that this year’s northward inflows should be steadily rising. Compared with the ups and downs of the previous two years, this year’s northward growth may remain stable.
In addition, Guosheng Securities believes that the weakening of financial data in July may cause the market to worry about macro liquidity again. With the release of the interim report, the market has begun to anticipate the peak of profit growth, and it will inevitably turn into turbulence in the future. You can consider gradually increasing the style of stable growth.Therefore, operationally, it is necessary to control the overall position before the market effectively breaks upwards. Do not chase the rise when the short-term retracement is accumulating. It is suitable to buy low, and the key layout is reported in the middle of the report.PerformanceSectors that are expected to continue with high growth or exceed expectations, such as communications and military industries that benefit from the expected performance to turn to good capital circulation, such as the innovative drug sector and consumer medical sector that have strong long-term growth logic and are currently fully challenged.
In terms of operating strategy,Haitong SecuritiesSaid that the short-term market style is accelerating, and the seesaw effect of traditional blue-chip and growth styles is obvious. Investors need to find the rhythm, sell high and buy low. It is recommended to focus on the theme of carbon neutrality. Semiconductor and other sectors.
Soochow SecuritiesIt is believed that the current market is under ample liquidity, partiallythemeDuring the time window of speculation, the performance of the interim report will be a testament to the industry’s prosperity. Activist investors can still participate in related active products, such as semiconductor chips, energy storage, and defense and military industries, while stable investors may wish to pay more attention to the repair of bottom blue chips. Sexual opportunities. It is recommended to balance the position on the position, and cautiously chase the rise.
In addition, Wanhe Securities mentioned that in the medium and long term, the market upward logic has not changed. The macro economy continues to recover, liquidity remains stable, and the continued recovery of corporate profits continues to support the overall logic of the A-share market. In addition, the state continues to maintain high support for high-tech and “hard technology” fields, and the industry chain of new energy vehicles, semiconductors, high-end manufacturing and other industries have maintained their upward trend. We believe that the market will still be in a period of turbulence in the short-term, and the performance uncertainty in the disclosure window of the interim report will also intensify the volatility of individual stocks. This is also the risk release of various disturbance factors in the market in the short term, but overall, the market logic has not changed. Growth stocks will be better after the release of internal risks. The industry can focus on medical biology, mechanical equipment, and electronics.
(Article Source:Oriental wealthResearch center)
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