Sino-Singapore Jingwei Client, August 5th. On the 5th, A-shares opened collectively lower. The Shanghai Composite Index fell 0.25%, the Shenzhen Component Index fell 0.01%, and the ChiNext Index fell 0.23%.

　　Shanghai and Shenzhen market opening performance Source: Wind

　　On the disk, stimulated by positive news, the semiconductor sector led the two markets. SMIC concept stocks, integrated circuit concept stocks, and chip concept stocks were collectively active. SMIC, Sihui Fortune, Fullhan Micro, National Technology, etc. One after another daily limit.

　　On the news, on August 4, the State Council issued the "Several Policies to Promote the High-quality Development of the Integrated Circuit Industry and Software Industry in the New Era", covering finance and taxation, investment and financing, research and development, import and export, talent, intellectual property, market applications, and international cooperation. Support the development of the integrated circuit industry and software industry in eight aspects. Among them, the above-mentioned policy is clear that the state encourages integrated circuit production enterprises or projects with a line width of less than 28 nanometers (inclusive) and an operating period of more than 15 years, exempted from corporate income tax from the first to the tenth year.

　　Data shows that the market value of the A-share semiconductor and software sectors is close to 6 trillion yuan. Analysts said that with the support of favorable policies, the A-share integrated circuit and software sector may set off a new round of gains, and the leading companies with exclusive intellectual property rights have benefited more obviously.

　　Optics and optoelectronics, non-ferrous metals, communications equipment, clothing and home textiles and other sectors have become popular; gold stocks have been boosted by the continuous rise in international gold prices. The aquaculture, agriculture, medical equipment, banking, petroleum, and brokerage sectors were among the top decliners.

　　In terms of individual stocks, 1554 stocks rose, of which 74 stocks such as Dongfangtong, Changshan Pharmaceutical, and Digital Certification rose more than 5%. 1870 individual stocks fell. Among them, 30 stocks including Haishun New Materials, Zhongying Internet, and Nanjing Public fell by more than 5%.

　　In terms of capital flow, the top five industries that flowed into the top five were other delivery equipment, cultural media, Internet media, marketing communications, and shipbuilding; the top five that flowed out were other delivery equipment, cultural media, Internet media, marketing communications, Shipbuilding.

　　From the perspective of the north-south capital flow of the Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net inflow of northbound capital is 71 million yuan, of which the net inflow of Shanghai Stock Connect is 39 million yuan, the balance of funds on the day is 51.961 billion yuan, and the net inflow of Shenzhen Stock Connect is 32 million yuan. The balance was 51.968 billion yuan; the net inflow of southbound funds was 1.365 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.211 billion yuan, the fund balance on the day was 40.789 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 154 million yuan, and the fund balance on the day was 41.846 billion yuan.

　　Regarding the follow-up market trend, Hexin Investment Advisor stated that from a technical perspective, the Shanghai Stock Index challenged the 3,400-point integer mark and encountered resistance. After a few days of continuous rise, many parties showed a certain fatigue, and the sentiment of profitable funds rose, but the overall trend remained unchanged. Stay strong, and it is expected that the short-term correction will fluctuate upward again.

　　CITIC Securities stated in a research report that it is expected that the market will remain in an equilibrium state in August with upward constraints from overseas disturbances and downward support from fundamentals and macro liquidity; at the same time, the overall market liquidity will remain balanced and the consensus on policy easing will also Reconsolidate. Any shock to the market during this period is a precious opportunity to enter the market and lay out the next round of rising. After experiencing the peak of performance verification and lifting of the ban, as well as the gradual clarity of overseas epidemics and Sino-US differences, it is expected that the next round of A-share rises at the end of the third quarter will be more stable and sustained. (Zhongxin Jingwei APP)

　　(The opinions in the article are for reference only and do not constitute investment advice. Investment is risky, and you need to be cautious when entering the market.)