The turnover of the Shanghai and Shenzhen stock markets exceeded one trillion for the 27th consecutive trading day. On the disk, industrial machine, steel, coal,Non-ferrous metals, Sodium-ion battery and other sectors were among the top gainers, with CRO, helium concept, genetically modified, and wine making sectors leading the decline. As of press time,Shanghai IndexDown 0.68%,Shenzhen Component IndexDown 1.48%,Growth Enterprise Market IndexIt fell by 1.97%.
Today’s news:
1. Heavy signal! The trillions of giants suddenly raised their prices across the board by 4 trillion, and the track has to fly again?Huawei also has new trends
2. The biggest negative for school district housing? Beijing has launched a super big recruitment of principals and teachers every six years. Is it really going to be cool this time?
3. “Battery Mao” earned 4.5 billion in the first half of the year, holding 74.7 billion in cash, and still needs financing!Hillhouse reduces its holdings to cash out northbound funds to increase positions
4. See you for a long time! Flying Maotai down 300! It is reported on the Internet that Moutai Distillery has issued a policy of “stabilizing the market and price”, how can the liquor sector go?
5. The National Standing Committee is clear!Improve the supporting measures for the three-child birth policy and strengthen housing support. This cost will be tax deductible
6. Shocking! Samsung Electronics 1.3 trillion smashed into semiconductor and other fields, “chip shortage” intensified?Analyst: Beware of excess
7. “11,000 appointment numbers were rushed!” Behind the arrival of Yantian Port’s lottery: the global shipping industry is in chaos
8. Will the top performer Xie Zhiyu have a big move? Frequent “showing up” listed companies to investigate this track is optimistic?
As far as the market outlook is concerned, Yuekai Securities believes that the short-term market is expected to be dominated by turbulence, and there are still many disturbance factors. A-shares need to continue to gather strength and gain momentum.Therefore, under the switch of short-term funding levels, cost-effective and low-valued blue-chip stocks have a margin of safety; in the medium and long term, under the combination of “economic growth slowdown + loose liquidity expectations” combination, funds will continue to be sought afterPerformanceTherefore, “hard technology” growth stocks are still the main line of investment. The stock selection strategy can be deeply explored from the three dimensions of market value sinking, economic proliferation, and fundamental reversal.
Everbright SecuritiesIt was pointed out that the A-share market in August was in a period of turbulence and turbulence. Track stocks with excessive gains, high expectations, and overcrowded transactions in the early period have made up their losses as scheduled, and low-value and low-growth traditional industry sectors such as financial and real estate have supplemented or repaired. In operation, you can pay attention to the rebound potential of semiconductors and lithium batteries in the later period. , You can continue to track new hotspots.
Everbright SecuritiesFurther analysis, there are two risk points: one is newthemeAcceleration may face divergence; the second is that the internal rotation speed of the plate is getting faster and faster, so we still need to pay attention to the pressure of market structural adjustment in the future.
Shen Wan HongyuanSaid that it is expected that the market will fluctuate upward in the short and medium term. It is recommended to focus on holding stocks waiting to rise, reduce excessive killing operations, and target low-performance stocks with an appropriate amount of oversold. The recommended industries are still automobiles, electronics, and mechanical equipment.
In addition, Guosheng Securities stated that investors are more pessimistic about the prospects of global economic recovery under the influence of the overseas Delta epidemic, and the downward pressure on domestic macroeconomic data is greater. As the interim report enters the final stage, the market has increased expectations for the peak of profit growth. In the future, it will inevitably turn into turbulence. You can consider gradually increasing the sector with a stable growth style to maintainChangheBalanced allocation of value.Therefore, operationally, it is necessary to control the overall position before the market effectively breaks upwards. When the short-term retracement is accumulating, do not chase the rise. It is appropriate to buy low and focus on the layout.Brokerage, Construction materials, military industry, cycle technology and value blue chips and other sectors to rotate opportunities.
In terms of operating strategy,Haitong SecuritiesIt is mentioned that the short-term market maintains structural rotation, but the pace of style change is relatively fast. Take advantage of the trend and continue to pay attention to the business track: new energy, military, machinery and equipment, and non-ferrous, rare earth and other resource stocks. Reversely, they can gradually deploy opportunities for medicine and big finance on bargaining.
Zhongtai SecuritiesIt is pointed out that in the short term, the uncertainty of policy may inhibit the risk appetite of foreign investors. The risk premium of A-shares will rise. The policies of “common prosperity” and “specialization and innovation” will strengthen the main line of small-cap growth, cycle, consumption and The rotation of technology is the main feature of the market. The market outlook is likely to continue to maintain the rotation rhythm of the sector. Caution should be taken for the lithium battery, semiconductor and other sectors that are already at a high level, and appropriate attention should be paid to the rotation opportunities in the military and securities sectors.
(Article Source:Oriental wealthResearch center)
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