GEM refers to a rise of more than 1% in half a day, the securities sector is strong and rose 3.62%

　　GEM refers to a rise of more than 1% in half a day, the securities sector strengthened

　　Sino-Singapore Jingwei client, June 22nd, the first trading day of the week (22nd), the A-shares collectively pulled up in the morning, the GEM index once rose nearly 2%, and the three major indexes have narrowed their gains near midday. .

　　Source: Wind

　　As of 11:30, the Shanghai Composite Index reported 2975.87 points, an increase of 0.28%, and the trading volume was 222.673 billion yuan; the Shenzhen Component Index reported 11733.06 points, an increase of 0.56%, and the trading volume was 304.391 billion yuan; the GEM Index reported 2345.42 points, an increase of 1.12%.

　　Most of the industry sectors are popular, with securities, semiconductors, telecommunications operations, diversified finance, and components leading the way; daily-use chemicals, tourism, commercial chains, coal, and cultural and educational leisure are among the best.

　　The securities sector strengthened, rising 3.62%. In terms of individual stocks, Everbright Securities' daily limit, Shen Wanhongyuan, China Merchants Securities, China Galaxy rose more than 8%, and Industrial Securities, Zhongtai Securities and others have followed suit.

　　The concept sector also experienced more ups and downs, with lithography machines, seed industries, gallium nitride, chips, and GDP containing larger increases; special steel, new retail, online celebrity economy, byte beating, luxury goods and other declines ranked first.

　　Lithography equipment rose 3.39% to lead the rise in the concept sector, Lanying Equipment, Jiejie Microelectronics daily limit, Yida shares, Rongda photosensitive and so on rose more than 4%.

　　In addition, on the morning of the 22nd, the science and technology board was active, and Walt Gas and Tianzhun Technology rose more than 10%. It is worth noting that 107 stocks in the sector have risen, accounting for more than 90%.

　　Overall, 1942 stocks in the two cities rose, of which 128 stocks such as Zitian Technology, Hongyuan Electronics, Tianmao Retreat rose more than 5%. 1,694 stocks fell, of which 35 stocks such as Zhongtian Hardcover, Guangbo and Dashengda fell more than 5%. In terms of turnover rate, a total of 6 stocks have a turnover rate of over 20%, of which Zhongtai Securities has the highest turnover rate of 41.29%.

　　CITIC Securities believes that at present, the overall A-share market is still in an equilibrium state with fundamentals and liquidity support, and frequent risk factors. Domestic fundamentals are still being repaired, the macro liquidity easing rhythm changes have little real impact, and market liquidity is generally loose. At the same time, the global capital allocation of A shares and the pre-launch of newly issued public funds have remained an important source of incremental funds for A shares.

　　However, investors still need to pay close attention to the evolution of overseas risks. On the one hand, the risk of liquidity-driven short-term overshooting of US stocks needs to be released, which may affect the pace of foreign capital allocation of A shares. On the other hand, the number of newly diagnosed overseas epidemics is still rising, and the uncertainty is very high.

　　Looking forward to the market outlook, CITIC Construction Investment Research reported that the main board is currently facing a favorable environment for post-epidemic economic recovery and overseas liquidity cross-border imports, and the expression of the financial system's profit of 1.5 trillion is an increase in the real and medium-term expectations of the real economy. To play an important role, the market volatility upward pattern may continue.

　　In terms of GEM, short-term benefits are also benefited from the short-term policy, and the accelerated implementation of registration reform pilots will boost the sentiment of active markets. Therefore, investors are also advised to maintain high positions and remain unchanged. It is recommended that the relative returns be moderately balanced, cycle and value. Or there is an opportunity for active stage. (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.)