China-Singapore Jingwei client Friday, May 22 (Shanghai), the Shanghai index opened 2863.05 points lower, a decrease of 0.17%, and the volume of transactions was 2.01 billion yuan; the Shenzhen Component Index reported 10832.91 points, a decrease of 0.12%, and a volume of 2.666 billion yuan; The GEM refers to a flat open at 2,099.42 points.
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In terms of individual stocks, 1,217 stocks rose, including Phoenix Optical, ST Galaxy, ST Tiancheng and other 25 stocks rose more than 5%. 1898 stocks fell, of which 25 stocks such as ST Tianbao, Tongguang Cable, Jinhe Commercial and others 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 inflowing stocks are Haoyang, Lihe Technology, Jiuliang, Tianmai Technology, and STICK. The top five outflows are Haoyang, Lihe Technology, Jiuliang, Tianmai. Technology, Stick. 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.
Regarding the market outlook, Shanxi Securities said that the short-term market is expected to continue the volatile trend. The upward risk of bond yields will exert certain pressure on the valuation of the short-term equity market. At the same time, the market lacks a clear main line market. High, with short-term pullback pressure. In terms of industry configuration, it is recommended to continue to follow up in major infrastructure (building, building materials, machinery, steel), some new infrastructure (5G, cloud computing, big data centers, etc.), and consumer promotion (automotive, small home appliances, domestic tourism) and other fields Investment opportunities with relatively high certainty.
Everbright Securities believes that combining the current industry boom and the recent series of stable domestic demand policies, it is recommended to focus on pure domestic demand as a counter-cyclical target, focus on new and old infrastructure, automobiles and real estate, and focus on building materials, chemicals, machinery, etc. in old infrastructure Some midstream products; from the top down, the market risk premium has already shown signs of peaking, and the policy orientation will remain loose in the later period. The worst period for technology stocks has passed. In April, investment in fixed assets in computers, communications and other electronic equipment resumed. Obviously stronger than the entire manufacturing industry, and it will continue to be the focus of attention in the later period. In the short term, you can focus on the domestic substitution logic in the semiconductor field; with the gradual introduction of various consumption stabilization measures, the data shows that optional consumption is gradually recovering. Greater room for revenue. (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.)