Sino-Singapore Jingwei Client, August 5th. On the 5th, the Shanghai and Shenzhen stock markets opened slightly lower, and rebounded after the shock drop. The ChiNext index performed relatively strongly. In the afternoon, the broad market was weak and fluctuated and turned red in the late trading. The weight plate trend was weak. The semiconductor plate lifted the daily limit wave, and individual stocks rose more and fell less.

  As of the close, the Shanghai Index reported 3377.56 points, an increase of 0.17%, with a turnover of 526.515 billion yuan; the Shenzhen Component Index reported 13960.93 points, an increase of 0.72%, with a turnover of 662.801 billion yuan; the Growth Enterprise Market Index reported 2860.24 points, an increase of 0.97%.

Wind screenshot

  On the disk, sectors such as feed, aerospace equipment, gold, plantation, and agricultural products processing led the gains; sectors such as airports, insurance, real estate development, banking, and plastics were among the top decliners.

  In terms of concept stocks, capital leaders, sugar, artemisinin, and virus testing were among the top gainers, and insurance, housing leasing, free trade ports, and real estate development were among the top decliners.

  In terms of individual stocks, 2415 stocks rose, of which 124 stocks such as Huahai Pharmaceutical, AVIC Capital, and Milkewei rose more than 5%. 1,355 stocks fell, of which 7 stocks including Jianlin Home Furnishing, Heung Kong Holdings, and Akeri fell more than 5%.

  In terms of turnover rate, a total of 17 stocks had a turnover rate of more than 20%. Among them, Crane shares had the highest turnover rate, reaching 106.48%.

  As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 725.683 billion yuan, an increase of 546 million yuan from the previous trading day. The securities lending balance was at 35.318 billion yuan, an increase of 893 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was at 672.271 billion yuan. , An increase of 3.296 billion yuan from the previous trading day, and the securities lending balance reported 20.362 billion yuan, a decrease of 519 million yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1.453.634 billion yuan, an increase of 4.216 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 capital is 332 million yuan, of which the net outflow of Shanghai Stock Connect is 2.118 billion yuan, the balance of funds on the day is 54.118 billion yuan, and the net inflow of Shenzhen Stock Connect is 2.45 billion yuan. The balance was 49.55 billion yuan; the net inflow of southbound funds was 2.044 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 584 million yuan, the day’s fund balance was 41.416 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.46 billion yuan, and the day’s fund balance was 40.54 billion yuan.

  Regarding the market outlook, Aijian Securities analyzed that the current round of quotations is based on the ChiNext index as the leading representative, and its trends have a greater guiding role in the market. As investors, we should pay close attention to the trends of the ChiNext index; the stock index started on the first trading day in August. , The short-term moving average began to re-form the golden cross, especially the obvious rebound in volume shows that market sentiment has been further condensed. Although the general growth pattern will be divided in the future, the probability of stock indexes regaining the upward trend is relatively high. It is expected that short-term stock indexes will continue to fluctuate widely. Grasp the rhythm and control the operation of selected stocks.

  In terms of allocation, Caixin Securities believes that the key word of the current allocation is "optimization of domestic demand structure + external demand covering + recovery to drive valuation restoration". (1) Technological growth: It is recommended to pay attention to data applications, industrial software, consumer electronics components, 5G terminal updates, and to pay attention to the beta attributes of the military industry sector in the bull market; (2) The large consumer sector receives a premium due to "certainty": more recommendations in the second half of the year Focus on the uncompleted valuations, long-term consumption upgrades, and broad market options: consumption of completed real estate industrial chains, automobiles, aviation, new energy vehicles, and mandatory consumption with high certainty in the second quarter. Focus on medicine, Agriculture, forestry, animal husbandry and fishery; (3) Pro-cyclical sector: focus on gold, copper, securities companies, chemicals, construction materials. (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.)