Sino-Singapore Jingwei client July 14th, Shanghai Index opened slightly lower at 3435.02 points, a decrease of 0.24%, with a turnover of 6.869 billion yuan; Shenzhen Component Index at 14121.33 points, a decrease of 0.2%, a turnover of RMB 100 million; GEM The index reported 2876.85 points, a decrease of 0.44%.
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On the disk, sectors such as forestry, plantation, professional retail, feed, and animal health led the gains; sectors such as tourism integrated, gold, power equipment, agricultural integrated, and rare metals led the decline. In terms of concept stocks, logistics e-commerce platforms, agricultural planting, yesterday's daily limit, import expo, artificial meat and other gains were among the top gainers, and leading funds, duty-free shop concepts, shared bicycles, gold, and scarce resources were among the top decliners.
In terms of individual stocks, 1624 stocks rose, among which 89 stocks such as Su Kennongfa, ST Weilong, and Tang De Television rose more than 5%. 1688 stocks fell, of which 11 stocks such as Dawn shares, Guangbai shares, Donghua Energy 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. 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 Sihui Fushi, Naipu Mining Machinery, Alte, Beiding, Jianke Machinery, and the top five stocks that flowed out were Sihui Fushi, Naipu Mining Machinery, Arte , Beiding, Jianke Machinery. The top five influential themes are the O2O concept, cotton, UHV, wind power, and Shenzhen state-owned asset reforms, and the top five out-of-the-box concept themes are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned asset reforms.
China Merchants Securities believes that under the environment of large-scale issuance of public funds, accelerated entry of resident funds and foreign capital into the market, the market has continued to increase its volume and its strength has exceeded expectations. With the rapid decline in the marginal scale of funds entering the market in the short term, the subsequent market may have certain fluctuations, but Increased volatility is one of the characteristics of the bull market, and there is no peak signal yet. Judging from the situation in this round, both the recovery of technology and the recovery of the economic cycle are superimposed on the global easing, the financial cycle and technology have logic, and consumer medicine also has performance and long-term stories; therefore, there is a high probability of round-up and general rise.
The analysis of Great Wall Securities is about to enter the intensive disclosure period of mid-term reports, and the market-leading factors will gradually return to the company's performance. After this round of conversion, the market will continue to return to the choice of the previous high-quality track, and the "structured bull market" market will continue. The valuation of core assets will once again drive the upward valuation of the market, and then cycle back and forth, forming a healthy and comprehensive long-term upward pattern. (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.)