The Sino-Singapore Jingwei client reported on Monday, June 1 (1st) that the three major A-share indexes opened higher and moved higher, with red across the board. The Shanghai index stood at 2,900 points, up more than 2%, and both the Shenzhen Component Index and the ChiNext Index rose more than 3%. All sectors rose, with more than 3,600 shares floating, the semiconductor sector led the gains, and securities, IT equipment, Internet and other sectors rose sharply.
Shanghai Stock Exchange's time-sharing chart. Source: Wind
As of the close, the Shanghai index reported 2915.43 points, an increase of 2.21%, and the transaction value was 307.4 billion yuan; the Shenzhen Component Index reported 11102.15 points, an increase of 3.31%, and the transaction value was 454.2 billion yuan; the GEM index reported 2158.22 points, an increase of 3.43%, and the transaction value was 156.4 billion. yuan.
Industry sector gains list
On the disk, the semiconductor sector led the rise, Yang Jie Technology's daily limit, and Suzhou Good Tech, Shanghai Silicon Industry and other stocks rose. Securities, IT equipment, Internet, components, telecommunications operations and other sectors have surged, and the index has all risen by more than 4%. The stocks in the sector are all red, the component sector has risen and stopped, and nearly 20 shares have risen.
In terms of concept stocks, the consumer electronics sector led the way, with more than a dozen stocks in Hengmingda, Lianchuang Electronics, Jingyan Technology, Changying Precision and so on. Concept stocks such as wireless headsets, smart wearables, lithography machines, Apple Concept, Internet celebrity economy, and digital currency have risen in the forefront.
In terms of individual stocks, 3619 individual stocks rose, among which 149 individual stocks such as Aofei Data, Xingqi Eye Medicine, and Harbin High-Technology rose more than 5%. 157 stocks fell, of which 9 stocks such as Yuancheng shares, Chengbang shares, Huaihe Energy fell more than 5%.
In terms of turnover rate, a total of 39 stocks have a turnover rate of over 20%, of which Perry shares have the highest turnover rate of 75.25%.
As of the previous trading day, the balance of the Shanghai Stock Exchange ’s financing was reported at 555.018 billion yuan, a decrease of 1.291 billion yuan from the previous trading day. The margin balance was reported at 19.041 billion yuan, an increase of 8.054 billion yuan from the previous trading day. The financing balance of the Shenzhen Stock Exchange was reported at 496.895 billion yuan. This is an increase of 56.323 billion yuan from the previous trading day, and the margin balance was reported at 7.098 billion yuan, an increase of 4.271 billion yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1,078.052 billion yuan, an increase of 67.357 billion yuan over the previous trading day.
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 funds was 11.949 billion yuan, of which the net inflow of Shanghai Stock Connect was 4.642 billion yuan, the balance of funds on the day was 47.358 billion yuan, and the net inflow of Shenzhen Stock Connect was 7.307 billion yuan. The balance is 44.693 billion yuan; the net inflow of southbound funds is 2.629 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 580 million yuan, the balance of funds on the day is 41.42 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 2.049 billion yuan, and the balance of funds on the day is 39.951 billion yuan.
Yuekai Securities pointed out that the recent market volatility has intensified, and the Shanghai index is facing some resistance in the 2,900-point area. The short-term index may enter the stage of shock consolidation, but as far as the overall environment in June is concerned, there is limited room for downward adjustment of the index, and the consolidation and consolidation will pave the way for the market outlook.
Bohai Securities believes that there are still structural opportunities for A shares. Considering the entry into the mid-term report disclosure period, we can focus on investment opportunities that significantly improve the performance of the sector. In terms of industry allocation, based on the current main theme of “employment protection”, attention can be paid to investment opportunities in the “two new and one important” areas; for sectors where the mid-to-long term logic of large-technology and new energy vehicles is not affected, investors should pay attention to timing while Faucet is preferred. In addition, the military sector is recommended, which has the characteristics of weak cycle and so on, and has outstanding thematic characteristics, and the configuration value of the sector has improved. (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.)