The Sino-Singapore Jingwei client July 6th, the three major A-share stock indexes opened higher and the Shanghai stock index rose nearly 6%. After nearly two years and four months, it stood at 3300 points again. The turnover of the two cities exceeded 1.5 trillion, a 5-year high. From the disk, banks, insurance, securities companies and other major financial sectors rose sharply. Banks and brokerage sectors surged, and over 3,600 stocks in the two cities were red. Guizhou Maotai hit a record high of 1600 yuan.
As of the close, the Shanghai index reported 333.28 points, an increase of 5.71%, and the turnover was 724.154 billion yuan; the Shenzhen Component Index reported 12941.72 points, an increase of 4.09%, and the turnover was 841.889 billion yuan; the GEM index reported 2529.49 points, an increase of 2.72%.
In terms of individual stocks, 3620 individual stocks rose, among which 150 individual stocks such as AVIC Shenfei, China Everbright Securities, and Pure Technology rose more than 5%. 211 stocks fell, of which 7 stocks including Zhenghai Biology, ST Cody, ST Baling and others fell more than 5%.
In terms of turnover rate, a total of 49 stocks have a turnover rate of over 20%, of which Zhengchuan shares have the highest turnover rate of 43.13%.
As of the previous trading day, the SSE financing balance was reported at 606.188 billion yuan, an increase of 49.878 billion yuan from the previous trading day, and the margin balance was reported at 25.291 billion yuan, an increase of 14.305 billion yuan from the previous trading day; the Shenzhen Stock Exchange financing balance was reported at 560.557 billion yuan. It increased by 120.06 billion yuan from the previous trading day, and the margin balance was reported at 10.812 billion yuan, an increase of 7.984 billion yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1202.868 billion yuan, an increase of 192.172 billion yuan from 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 16.436 billion yuan, of which the net inflow of Shanghai Stock Connect was 6.697 billion yuan, the balance of funds on the day was 45.303 billion yuan, and the net inflow of Shenzhen Stock Connect was 9.739 billion yuan. The balance is 42.261 billion yuan; the net inflow of southbound funds is 9.157 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 5.14 billion yuan, the balance of funds on the day is 36.86 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 4.017 billion yuan, and the balance of funds on the day is 37.983 billion yuan.
Industry sector gains list
On the disk, the industry sector rose across the board, with banks, securities, insurance, semiconductors, coal, aviation, diversified finance, real estate and other sectors gaining the highest growth.
List of individual stocks in the banking sector
List of stocks in the securities sector
Concept board gains list
The concept sector rose across the board, with sectors including GDR, scarce resources, gallium nitride, H shares, chips, affordable housing, internet finance, and lithography machines gaining momentum.
Looking ahead, Shanxi Securities believes that the probability of a "crazy bull" is not high. Even if the bull market arrives, it will be a slow bull or a structural bull market. The market is more likely to have two paths: one is similar to the "spring restlessness", just short-term market with good news; the second is that the market style switches slowly, rather than overnight.
Yuekai Securities said that the current market style switching stems from the valuation repair needs of the low-level sector. Whether a long-term style switching is formed still requires further observation of the company's profit cycle. Considering the limited room for improvement in corporate performance margins in the third and fourth quarters, and the fact that there are too many external complex factors to superimpose, after a short-term rapid rise, the possibility of subsequent market shocks is also increasing.
Donghai Securities pointed out that from the perspective of the broad market index, the broad market index has closed up sharply in recent days, and the daily moving average system is still more divergent. There is still no obvious selling point. At present, large single funds are concentrated in financial related sectors. Although the index closed up sharply, the market still has structural characteristics. It still needs to be treated differently in operation. (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.)