China-Singapore Jingwei client July 13 (Monday) The three major stock indexes opened mixed, the Shanghai index opened lower at 3397.39 points, a decrease of 0.12%; the Shenzhen Component Index reported 13699.22 points, an increase of 0.2%; the GEM index reported 2789.98 Points, an increase of 0.41%.
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On the disk, sectors such as agribusiness, agricultural products processing, forestry, planting, and ports led the gains; banks, aerospace equipment, shipbuilding, insurance, Internet media and other sectors led the decline. In terms of concept stocks, yesterday's daily limit, import expo, water conservancy construction, unmanned retail, artificial meat and other gains were among the top gainers, while tobacco, insurance, specialty towns, HIT batteries, and funding leaders were among the top losers.
In terms of individual stocks, 1,866 individual stocks rose, among which 112 individual stocks such as Nobon shares, ST geology, and Kaipu Biotechnology rose more than 5%. 1515 stocks fell, among which 8 stocks such as Guangdong Ganhua, Split, Blue Ocean Huateng fell more than 5%.
In terms of capital flow, the top five inflows in the industry sector are other transportation equipment, cultural media, Internet media, marketing communications, and shipbuilding. The top five outflows are other transportation equipment, cultural media, internet media, marketing communications, Shipbuilding. The top five stocks that flowed into the top five were N Sihui, Naip Miner, Alte, Beiding, Jianke Machinery, and the top five stocks that flowed out were N Sihui, Naip Miner, Alte, North Ding shares, Jianke Machinery. The top five influential themes are the O2O concept, cotton, UHV, wind power, and Shenzhen state-owned asset reforms, and the top five out-of-the-box concept themes are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned asset reforms.
Last week, the A-share market gained an astonishing rise, coming out of a wave of "Quick Bull". However, after consecutive gains, the A-share market ended its eight consecutive gains last Friday (10th), and the Shanghai index showed an adjustment of nearly 2%.
Yang Delong, chief economist of Qianhai Open Source Fund, believes that the market has gradually shifted from the fast bull stage to the slow bull stage, and the market's rise will also fluctuate to a certain extent, rather than a unilateral rise. Everyone should prefer Slow Cow, because in Slow Cow, you can have more time and opportunities to tap high-quality stocks, while Fast Cow can only cause everyone’s anxiety, full anxiety, and short position anxiety.
Yang Delong said that the adjustment on July 10 was temporary, the market has already started, and will not end so soon. Now that the A-share market has the conditions to form slow bulls and long bulls, the trend is still healthy, and the leverage ratio is not high. Therefore, investors who have squeezed part of the market in the previous period do not have to worry now, because the market outlook will shift to a volatile and rebound situation. Don’t worry too much about the opportunity to bargain on some quality stocks.
CICC believes that after accumulating large gains in the A-share market, there is profit-taking pressure, short-term fluctuations or intensification, but the mid-to-long-term upward trend does not change. It is recommended that investors remain optimistic and gradually increase positions in the consolidation of shocks.
Looking ahead, Galaxy Securities believes that there is still room for A shares to rise, but the price-performance ratio is declining, lowering the level of optimism about the stock market! In the short term, gold, securities and other cyclical stocks are still optimistic about new capital, and mid-to-long term are more optimistic about high-consumption large-scale consumer medicine and technology stocks: liquor, vaccines, innovative drugs, medical services and medical devices, as well as skin care and beauty, food, education Such as the necessities with pricing power; the technology sector represented by chips, consumer electronics, and lithium batteries has a broad development space with the realization of multi-scenario applications. (Sino-Singapore Jingwei app)
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