Sino-Singapore Jingwei client June 4th, A shares collectively opened higher, the Shanghai index reported 2931.84 points, an increase of 0.29%; the Shenzhen Component Index reported 11146.29 points, an increase of 0.34%; the GEM index reported 2150.50 points, an increase of 0.34%.

  Shanghai and Shenzhen stock market opening performance source: Wind

  On the disk, retail, brokerage, textile, aquaculture, papermaking, environmental protection, automobiles and other sectors rose the top; instrumentation, airport shipping, hotel catering, non-ferrous metals and other sectors were green.

  The concept stocks of the land-sharing economy continued to be active, and many stocks such as Dima shares, Maoye Commercial, Huasi shares, and Commodity City continued to rise and fall. Beer stocks rose, and Huiquan Beer, Zhujiang Beer, Yanjing Beer and others rose.

  In terms of individual stocks, 2,123 stocks rose, among which 39 stocks such as Bangbao Puzzle, ST Rowton, and Zongshen Power rose more than 5%. 1048 stocks fell, of which 11 stocks such as Dadonghai A, ST Qunxing, Jingwei shares 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 Baiao Intelligent, Juzi Technology, Zhongke Haixun, Huachen Equipment, and Jiuquan. The top five stocks that flowed out were Baiao Intelligent, Juzi Technology, Zhongke Haixun, Zhongke Haixun, China. Chen equipment, long-term 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 funds was 238 million yuan, of which the net inflow of Shanghai Stock Connect was 99 million yuan, the balance of funds on the day was 51.901 billion yuan, and the net inflow of Shenzhen Stock Connect was 139 million yuan. The balance is 51.861 billion yuan; the net inflow of southbound funds is 463 million yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 387 million yuan, the balance of funds on the day is 41.613 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 76 million yuan, and the balance of funds on the day is 41.924 billion yuan.

  In the three trading days from June to the present, the cumulative net inflow of capital going north was nearly 20 billion yuan. Southwest Securities said that in the next period, in addition to the inclusion of the FTSE Russell Index A-shares factor in June from 17.5% to 25%, major international indexes are expected to further announce the A-share transfer plan, and foreign capital flows into A-shares It is an irresistible megatrend.

  Recently, a number of institutions held a mid-term strategy meeting in 2020. Shanghai Securities believes that increased volatility of US stocks and other external disputes may negatively disrupt A-share market sentiment, and related risk factors will intermittently suppress market risk appetite in the second half In the second half of the year, the overall market risk appetite showed a trend of low before high.

  Shen Wanhongyuan believes that the upward trend of A-share fundamentals in the second half of the year is expected to be confirmed. The fundamentals of the new economy have bottomed out, and technological growth is expected to regain its offensive attributes. (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.)