Sino-Singapore Jingwei Client, August 6th. Shanghai Index opened 3380.76 points higher, an increase of 0.09%, and a turnover of 5.289 billion yuan; Shenzhen Component Index reported 13,972.30 points, an increase of 0.08%; ChiNext Index reported 2,688.82 points, an increase of 0.3%; Shanghai Stock Exchange 50 The index was 3,295.43 points, an increase of 0.09%; the Shanghai and Shenzhen 300 reported 4,79.24 points, an increase of 0.04%.
On the board, sectors such as public transport, aerospace equipment, chemical raw materials, other mining, and power equipment led the gains; the semiconductor, plantation, fishery, animal health, and electronics manufacturing sectors led the decline. In terms of concept stocks, capital leader, yesterday's daily limit, lottery concept, unmanned bank, digital currency, etc. topped the rise, while SMIC, white sugar, Shenzhen state-owned assets reform, lithography machine, and sweeteners were among the top decliners.
In terms of individual stocks, 1560 stocks rose, of which 48 stocks such as China Aviation Corporation, Quan Yin High-tech, ST Yufu, etc. rose by more than 5%. 1706 stocks fell, of which 12 stocks including Lier Chemical, Dingjie Software, and Delisted Yinge 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 N Western Region, Surveying and Mapping, Haoyang, New Industries, and Perry Shares. The top five stocks that are outflowing are N Western Region, Surveying and Mapping, Haoyang, New Industries, and Perry. . 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.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 732.69 billion yuan, an increase of 7.007 billion yuan from the previous trading day, and the securities lending balance was at 36.604 billion yuan, an increase of 1.287 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 676.65 billion yuan. , An increase of 3.794 billion yuan from the previous trading day, and the securities lending balance reported 20.947 billion yuan, an increase of 585 million yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1.466.306 billion yuan, an increase of 12.672 billion yuan from the previous trading day.
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 324 million yuan, of which the net inflow of Shanghai Stock Connect is 180 million yuan, the balance of funds on the day is 51.82 billion yuan, and the net inflow of Shenzhen Stock Connect is 144 million yuan. The balance was 51.856 billion yuan; the net inflow of southbound funds was 920 million yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 788 million yuan, the day’s fund balance was 41.212 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 132 million yuan, and the day’s fund balance was 41.868 billion yuan.
Tianfeng Securities believes that the equity market sentiment is still high, and the index is expected to fluctuate sharply, the risk premium of large-cap stocks is at a low-to-medium level, and the growth value is balanced.
Founder Securities believes that whether from the recent northward capital adjustment target or from the change in the proportion of the new PEG stock portfolio, there is a high probability of the recent market style change, and the market style is expected to shift to an industry between growth and cycle. (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.)