China-Singapore Jingwei client May 15th, A-shares opened higher, the Shanghai index reported 2880.71 points, an increase of 0.36%; the Shenzhen Component Index reported 11013.16 points, an increase of 0.47%; the GEM index reported 2128.88 points, an increase of 0.53%.
Shanghai and Shenzhen stock market opening performance source: Wind
On the disk, insurance, securities companies, computers, nonferrous metals, real estate, banks and other sectors rose the top; hotel catering, new materials, gas and water services, and a few sectors of tourist attractions were green.
In terms of concept stocks, capital leaders, yesterday ’s daily limit, unmanned banking, Ningde Times Concept, Shenzhen ’s state-owned assets reform and other gains were among the top gainers; Xi’an Free Trade Zone, shared bicycles, medical cosmetology, Fujian Free Trade Zone, and ophthalmology were among the top decliners.
In terms of individual stocks, 2,562 individual stocks rose, among which 29 individual stocks such as Ruida Futures, Shahe shares, and Tianyuan Dike rose more than 5%. 708 stocks fell, of which 6 stocks such as Chase Gas, Xilong Science, ST Qunxing 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, and 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 New Industries, Zuojiang Technology, Tianmai Technology, STICK, and Electroacoustics. The top five stocks that flowed out were New Industry, Zuojiang Technology, Tianmai Technology, STICK, and Power. Sound shares. The top five influential themes are O2O concepts, cotton, UHV, wind power, and Shenzhen state-owned asset reforms, and the top five outflowing concepts are O2O concepts, cotton, UHV, wind power, and Shenzhen state-owned asset reforms.
From the perspective of the north-south capital flow of Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net inflow of northbound capital was 162 million yuan, of which the net inflow of Shanghai Stock Connect was 101 million yuan, the balance of funds on the day was 51.899 billion yuan, and the net inflow of Shenzhen Stock Connect was 61 million yuan. The balance is 51.939 billion yuan; the net inflow of southbound funds is 3.033 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 2.93 billion yuan, the balance of funds on the day is 39.07 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 103 million yuan, and the balance of funds on the day is 41.897 billion yuan.
Recently, the Shanghai stock index has been continuously adjusted. For the future market, in the short term, Western Securities said that the "dark period" has passed, and the economic recovery superposition policy is expected to become the core power of the short-term market. The valuation of A shares is expected to continue to be revised up. Looking at the long period of time, Anxin Securities pointed out that as the global economy is going to recover, A shares will benefit from the continuous marginal improvement of liquidity, profitability and risk appetite, showing a turbulent upward trend, which is expected to usher in a "recovery bull".
However, Guotai Junan reminded that the marginal weakening of global easing policy, investors' optimistic expectations are to be corrected, and the fastest stage of liquidity repair momentum may be nearing completion. In the past two weeks, global equity capital outflows, northbound capital and ETF inflows have slowed, and potential volatility needs to be watched. (Sino-Singapore Jingwei APP)
(The opinions in this article are for reference only and do not constitute investment advice. Investment is risky and you need to be cautious when entering the market.)