Sino-Singapore Jingwei Client, August 12, opened on Wednesday (12th). The Shanghai Index opened 0.38% lower, the Shenzhen Component Index opened lower 0.21, the ChiNext Index rose slightly, and the Science and Technology 50 Index fell 0.42%. Gold stocks led the decline, Chifeng Gold and Shengda Resources fell to the limit; military industry, petroleum and petrochemical sectors weakened.
The opening ups and downs of major A-share indexes. Source: Wind
On the disk, sectors such as air transportation, airport, cement manufacturing, biological products, and hotels led the gains; gold, scenic spots, shipbuilding, industrial metals, and aviation equipment sectors led the decline. In terms of concept stocks, yesterday's daily limit, sweeteners, western development, cotton, packaging and printing were the top gainers, and gold, scarce resources, capital leaders, non-ferrous metals, and cobalt were the top losers.
In terms of individual stocks, 1,005 stocks rose, of which 20 stocks including ST Shanshui, ST Haima, and Delisted Yinge rose more than 5%. 2,360 stocks fell, of which 36 stocks such as Hunan Gold, Meijimu, and Dingjie Software 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 Western Region Tourism, Surveying and Mapping, Haoyang, New Industries, and Peri Shares. The top five stocks that outflow are Western Region Tourism, Surveying and Mapping, Haoyang, New Industries, and Peri Shares. . 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 previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 729.672 billion yuan, a decrease of 2.953 billion from the previous trading day, and the securities lending balance was reported at 38.832 billion yuan, a decrease of 654 million from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 673.192 billion yuan. , A decrease of 2.55 billion yuan from the previous trading day, and the securities lending balance reported 21.982 billion yuan, a decrease of 171 million yuan from the previous trading day. The balance of margin trading and securities lending in the two cities totaled 1.463.677 billion yuan, a decrease of 6.328 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 70 million yuan, of which the net inflow of Shanghai Stock Connect is 45 million, the balance of funds on the day is 51.955 billion, and the net inflow of Shenzhen Stock Connect is 25 million. The balance was 51.975 billion yuan; the net inflow of southbound funds was 799 million yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 7.0 billion yuan, the day’s fund balance was 41.30 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 99 million yuan, and the day’s fund balance was 41.901 billion yuan.
Yuekai Securities said that from the disk perspective, the recent sector rotation has been obvious, and the major financial and major technology sectors have different trends. It is expected that the market will continue to adjust the pattern. The index will fluctuate at the top of the box. Opportunities and risks coexist in the sector. Investment is recommended. Appropriate to sell high and buy low to control positions.
Chuancai Securities recommends that in terms of market outlook, the current international situation is relatively tight, and the overlay market is in the stage of intensive release of interim reports. Individual stocks that are subject to speculation without actual performance support should be avoided. Investors should pay attention to value investment based on the actual situation of the company. The reasonableness of the value. (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.)