Sino-Singapore Jingwei Client, August 4th, in the morning trading on the 4th, the Shanghai and Shenzhen stock markets maintained their volatility. The Shanghai Composite Index closed up slightly, and the ChiNext stock index fell nearly 1%.
As of the noon close, the Shanghai Index reported 3371.00 points, an increase of 0.09%, with a turnover of 377.507 billion yuan; the Shenzhen Component Index reported 13882.94 points, a decrease of 0.58%, with a turnover of 496.02 billion yuan; the Growth Enterprise Market Index reported 2846.87 points, a decrease of 0.77%.
The source of the Shanghai Index in early trading: Wind
On the disk, financial stocks rose during the session, bank stocks were collectively red, and Chengdu Bank rose by the daily limit; agriculture, paper, airport shipping, medical equipment, real estate and other sectors were among the top gainers. Military stocks opened higher and lowered lower, and China Shipbuilding Defense approached its lower limit; semiconductor, optical and optoelectronics, communications equipment, and coal sectors were among the top decliners.
In terms of concept stocks, capital leaders, genetically modified products, and Ant Financial Concept were among the top gainers; smart speakers, duty-free shops, and voice technology were among the top decliners.
In terms of individual stocks, 1176 stocks rose, among which 149 stocks such as Fujian Jinsen, Cangzhou Dahua, and Qingnong Commercial Bank rose more than 5%. 2624 stocks fell, of which 76 stocks such as ST Long Investment, Condelet, and Delisting Yinge fell more than 5%.
In terms of turnover rate, a total of 23 stocks had a turnover rate of more than 20%. Among them, Crane shares had the highest turnover rate, reaching 53.2%.
In terms of capital flow, the top five major flows of industry sectors are biological products, banking II, chemical products, chemical pharmaceuticals, and computer applications, while the top five flows of biological products, chemical products, medical equipment, computer applications, and Internet media. The top five stocks with major inflows are Fosun Pharma, Shengguang Group, Shanghai Pharmaceuticals, Ingenic Group, China Satellite, and the top five stocks with outflows are Fosun Pharma, Longping Hi-Tech, Ingenic Group, Shanghai Pharmaceuticals, and Solar .
From the perspective of the north-south capital flow of the Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net inflow of northbound capital is 2.09 billion yuan, and the net inflow of southbound capital is 2.326 billion yuan.
Looking ahead, New Era Securities pointed out that the high probability of the shock since mid-July is a technical adjustment, and the probability of a breakthrough rising signal in mid-to-late August is greater. China Merchants Securities said that entering August, the market is expected to continue to fluctuate upwards. The market is still in the two-and-a-half-year upward cycle that started in early 2019, gradually shifting from a liquidity drive to a fundamental drive.
Guotai Junan believes that it will take time to break through 3,500 in areas where historical chips are intensive, the slowdown of macro liquidity slopes, and the uncertainty of regulatory attitudes. It is necessary to maintain sufficient confidence in the lower edge of the shock range.
Operationally, Dongxing Securities predicts that the market will continue the pattern of rapid rotation and proliferation of hot spots in August. Under the slack environment, funds tend to choose sectors with deterministic policy catalysis and high economic growth. It is recommended to pay attention to three main lines of investment: one is the industries that represent the direction of transformation and upgrading, the second is the industries that benefit from pro-cyclical and high performance growth, and the third is in the interim report performance window period, looking for high interim performance growth and strong restoration after the impact of the epidemic Expected individual stocks. (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.)