Sino-Singapore Jingwei Client, August 4th. After the first trading day in August ushered in a good start, on the 4th, A shares opened up and down mixed. The Shanghai Composite Index rose 0.25%, the Shenzhen Component Index rose 0.02%, and the ChiNext Index fell 0.19 %.

　　Shanghai and Shenzhen market opening performance Source: Wind

　　On the disk, military industry stocks continued to be active, with StarNet Yuda and Beidouxing daily limit; airport shipping, petroleum, computer, automobile, non-ferrous and other sectors had the largest gains; coal, hotel and catering, banking, beverage manufacturing and other sectors had relatively narrow gains; clothing A few sectors such as home textiles, electricity, and biological products are green.

　　Digital currency concept stocks were active, with digital certification and Meisheng Culture's daily limit; cobalt stocks strengthened, and Hanrui Cobalt, Shengtun Mining, and Huayou Cobalt rose.

　　In terms of individual stocks, 2091 individual stocks rose, of which 84 stocks such as Aucma, China Water Fisheries and Shenzhen Airport rose more than 5%. 1224 stocks fell, of which 4 stocks such as Xuanya International, Baolingbao, and China Shipbuilding Defense fell more than 5%.

　　In terms of capital flow, the top five industries that flow into the top five 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 with major inflows are Ketuo Bio, Alte, New Industries, Perry Shares, Jin Hyundai, and the top five stocks that flow out are Ketuo Biology, Alte, New Industries, Perry Shares, and Jin Hyundai. . The top five conceptual themes of the main inflow are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned reform. The top five conceptual themes that are outflow are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned reform.

　　On the last trading day (3rd), the A-share market continued the "seven turnaround" market and rose again. The industry sector generally rose. The Shanghai Composite Index closed up 1.75% to 3,367.99 points, the Shenzhen Component Index rose 2.4% to 13964.56 points, and the ChiNext Index rose 2.63 % Reported 2688.88 points. The turnover of the two cities exceeded 1.3 trillion yuan, surpassing one trillion yuan for 4 consecutive days; nearly 3,600 shares went red, and the daily limit exceeded 200 shares.

　　Regarding the market outlook, CITIC Securities predicts that in August the market will still be in a state of equilibrium with upward constraints from overseas disturbances and downward support from fundamentals and macro-liquidity; at the same time, the overall market liquidity will remain balanced and the consensus on policy easing will also reconsolidate. . Any impact on the market during this period is a valuable opportunity to enter the market and lay out the next round of rising.

　　China Merchants Securities pointed out that it is expected that A shares will continue to fluctuate upward. At present, the market is still in the two-and-a-half-year upward cycle that started in early 2019. It has gradually shifted from a liquidity-driven to a fundamental-driven. Although the degree of loose monetary policy has weakened, the current market continues to flow in incremental funds. At the same time, China's economic data continues to improve and corporate profit growth continues to pick up. More industries will see improvement in the upcoming second quarter.

　　It is worth mentioning that the military sector performed brilliantly last trading day, and individual stocks lifted their daily limit. Galaxy Securities pointed out that it is optimistic about the continued market situation of the military industry and recommends paying attention to high-quality targets that have both valuation and growth. In the short term, the sector may enter a stage of shock accumulation; in the medium to long term, the future performance of the military industry sector is still optimistic. (Zhongxin Jingwei APP)

(The opinions in the article are for reference only and do not constitute investment advice. Investment is risky, and you need to be cautious when entering the market.)