"Seven turn over" three major A-share stock indexes rose more than 10% month
A-share big data in July ● The Shanghai
Stock Exchange Index rose by 10.90% ● The Shenzhen Component Index rose by 13.72%
● The Growth Enterprise Market Index rose by 14.65%
● A total of 20 trading days out of 23 trading days had a single-day turnover exceeding 1 trillion yuan.
●The median growth rate of individual stocks was 10.13%. Amidst
various "bull markets", A-shares experienced a round of unilateral rise and rapid bull market in July. In all 23 trading days, there were 20 trading days in which the turnover of the two cities exceeded one trillion yuan, and on July 7 it also set a record of the largest turnover of 1.739.808 billion yuan. However, in mid-to-late July, there were two sharp corrections in A shares, which poured cold water on the hot stock market.
Judging from the overall performance in July, the Shanghai Index, the Shenzhen Component Index and the Chuang Index have risen 10.90%, 13.72%, and 14.65% respectively, which is a well-deserved step out of the "seven turnaround" market. According to data from Oriental Fortune.com, the three major stock indexes of A-shares in July ranked among the top three major global indexes.
Regarding the trend of the market in August, institutions are divided. Most institutions believe that A-shares will fluctuate upwards, and the concept of domestic large-scale circulation will become a new hot spot.
The Political Bureau of the CPC Central Committee held a meeting on July 30 to analyze and study the current economic situation and economic work. The meeting pointed out that it is necessary to accelerate the formation of a new development pattern in which the domestic cycle is the main body and the domestic and international double cycles promote each other.
Dai Kang, chief strategy analyst at GF Securities, believes that the new domestic and international dual-cycle development pattern is the most important policy guide for China's economic development during the "14th Five-Year Plan" period. Under the policy tone of the main domestic cycle, the main line of the current round of market is clearer.
Northeast Securities said that the biggest feature of the July market is the high volatility, which brings the possibility of switching short-term styles to low-valued finance, real estate, and traditional cycles.
Essence Securities said that it can focus on the domestic cycle in the near future, and the industry will focus on military industry, new energy vehicles, cloud computing, liquor, building materials, machinery, and chemicals.
Shanxi Securities continues to maintain the mid-term market volatility and upward trend judgment, and believes that the rapid rotation of the hot sector in the future may continue. It is recommended that investors should not frequently pursue high operations, pay attention to high-quality targets in high-prosperity industries, and wait for the opportunity to rise. In the long run, continue to grasp the positive macro policies and the main line of economic recovery, and maintain the overall upward view of the market.