The client of Chinanews.com, Beijing, July 7 (Xie Yiguan), after the Shanghai index soared for many days and even broke the mark, the broad market style turned on the 7th. The market is now in a "deep strong Shanghai weak" pattern, and the consumer and technology sectors are strengthening. The market continued to be agitated, with a turnover of 1.7 trillion yuan in both markets throughout the day. The market is about to usher in a high point? Brokerage attitudes are divided.
Shanghai index K chart.
Shanghai index "six consecutive gains", GEM index sprint 2600 points
On the 7th, the Shenzhen Component Index and the Growth Enterprise Market Index rose strongly. The Shanghai Composite Index stood at 3,400 points for the first time, after which there was a volatile market, and the gains of the three major stock indexes narrowed in the late session. As of the close, the Shanghai stock index rose 0.37% to 3334.34 points, achieving a "six consecutive gains"; the Shenzhen Component Index rose 1.72% to 13163.98 points; the GEM index rose 2.44% to 2591.26 points, once surpassing 2600 points.
On the disk, a total of 2092 stocks in the two cities rose, and 137 stocks had a daily limit; 1506 stocks fell, and 16 stocks fell.
Under the main theme of "consumption + technology", there are many bright spots in individual stocks. First, the Ningde era of the “Market Value King” of the Growth Enterprise Market blocked the daily limit. The stock price was reported at 195.58 yuan, with a market value of 431.7 billion yuan. Later, "white horse stocks" Guizhou Moutai rose 9%, the total market value exceeded 2.1 trillion yuan, "Guizhou Moutai stock price exceeded 1700 yuan" directly rushed to the hot search.
On the 7th, the industry sector had more reds and fewer greens, and the advertising, packaging, winemaking, warehousing and logistics sectors were among the top gainers, closing more than 4%. In addition, the concept plates such as the gene concept, luxury goods, and wireless earphones performed well. Lithium battery concept stocks set a daily limit, and 14 related stocks including Hangke Technology and Rongbai Technology blocked the daily limit.
The picture shows the industry sector with the highest growth.
The brokerage firms, banks, and diversified financial sectors that have spurred advances have seen callbacks. After several consecutive gains in financial stocks, on the evening of July 6, a number of brokerage stocks and financial stock shareholders or directors and supervisors issued a plan to reduce holdings, showing different signals.
Market transactions are hot, and there are brokerage trading APPs that reproduce stuck
Trading sentiment was high, and the turnover of the Shanghai and Shenzhen markets reached 1.7 trillion yuan on the 7th, surpassing 1 trillion yuan for the fourth consecutive day. Investors reacted on the 6th as trading continued, and many brokers experienced app freezes. On the 7th, some netizens said that this situation appeared again.
At the same time, brokerages also took advantage of opportunities to upgrade their systems and start a customer competition. Guosheng Securities wrote on the account opening poster, "What is the greatest regret in life? It's not that the Shanghai Index is 3300 points, you haven't opened an account yet; but every time trillions of trading volume, your stock trading software has been blocked!"
In addition, the balance of the two financings is also growing rapidly. As of July 6, the total financing balance of the two cities was 12035.90 billion yuan, an increase of 36.825 billion yuan from the previous trading day. Only 4 trading days in July, the cumulative growth exceeded 60 billion yuan. At present, the balance of the two financings has exceeded the highest value in 2016 and is expected to hit the record of 2 trillion in 2015.
The strong A-share market has attracted accelerated inflow of foreign capital. Recently, northbound funds continued to rush to raise funds. After net inflows of more than 10 billion yuan in the first three trading days, net purchases reached 9.844 billion yuan throughout the day on the 7th. The cumulative inflows since July have reached 53.805 billion yuan.
"The recent large inflow of northbound funds mainly comes from transactional funds. Comparing the historical two-stage net inflow of transactional funds, it is expected that this round of transactional funds will still have about 60 billion incremental space." CITIC Securities said.
Information figure: Stockholders in a securities business department are concerned about the market trend. China News Agency reporter Zhang Langshe
Brokers are now "optimistic" and "cautious"
The market style is rotating, and the consumption and technology sectors are rising. Will the current market continue? Can you keep buying? Is the bull market opening? It is a problem of many investors recently.
Many brokerages have an optimistic attitude that the high point is not reached and the bull market has come.
"Taking the end of the US dollar liquidity crisis on March 23 as the starting point for this round of a full bull market, the first phase of this round of bull market will be interpreted during the year. The Shanghai index has a space of 4130 points and can see 3800 points during the year." Northeast Securities said that technology And consumption is the main line to implement this round of bull market.
Everbright Securities believes that in the first half of the year, China's M2 growth rate has been maintained at a relatively high level. With the steady progress of domestic resumption of production and recovery, the profitability of listed companies is expected to return to a weak recovery track, and the potential economic growth rate is also expected to end the long-term downward trend. It is expected that the longest cattle that has not been seen in ten years will start this year.
"The domestic epidemic situation is basically under control. From the perspective of leading indicators such as the June PMI, the economy is still recovering. In addition, the monetary policy is still relatively loose, the market risk appetite is increasing, and the stock market may still have room to rise. The low valuation sector will be After being repaired, the long-term investment opportunities of the growth sector are more obvious." Pan Xiangdong, chief economist of New Times Securities, told reporters from China News.
However, some brokers are cautious about the current performance of the broader market.
Bohai Securities pointed out that although the fundamentals are short-term and medium-term risks remain, the main support of the market may be continuous support from liquidity, including changes in the direction and scale of foreign capital inflows and high-risk preference funds represented by financing The continuing situation. In the short term, the market will face a process of differentiation under the rapid growth of the market and the substantial enlargement of trading volume.
"In the footsteps of economic recovery in China, the market heat has increased, but the global market environment has not improved in an all-round way. The market has many disturbance factors and great uncertainty." Ping An Securities said.
China Merchants Securities believes that in the follow-up, the extreme style conversion in the second half of 2014 may be difficult to find, and the situation of extreme technology consumer medicine in the first half of 2020 will be broken, and the second half of 2020 will show a rising trend. , Popular, mixed style characteristics. (Finish)