Sino-Singapore Jingwei Client, August 19th. On the 19th, A-shares opened collectively lower and maintained the green operation in the early trading. The ChiNext index saw the deepest drop of 2.30%.
As of midday's close, the Shanghai Index reported a point of 3440.71, down 0.30%, with a turnover of 248.05 billion yuan; the Shenzhen Component Index reported 13623.06 points, down 1.05%, with a turnover of 339.04 billion yuan; the Growth Enterprise Market Index reported 2641.00 points, down 2.22%.
GEM refers to the early trading trend Source: Wind
On the disk, the agricultural sector is strong, Denghai Seed Industry and Nongfa Seed Industry have daily limit; beverage manufacturing sector has the largest gains, Mogao, Changyu A, Juneyao healthy daily limit; power, airport shipping, aquaculture, environmental protection, coal and other sectors rise.
The biological products sector led the decline. Watson Bio was approaching the midday limit, and Zhifei Bio fell more than 9%; the semiconductor, medical equipment, computer, insurance, military and other sectors were among the top decliners.
In terms of concept stocks, capital leaders, genetically modified meat, artificial meat, vaccine testing and traceability, etc. rose among the top; Ant Financial Concept, virus prevention, artemisinin, etc., among the top decliners.
In terms of individual stocks, 1342 individual stocks rose, of which 137 individual stocks such as Xiamen Xiangyu, ST Jiajia, and Hanrui Cobalt gained more than 5%. 2476 stocks fell, of which 74 stocks such as Yangpu Medical, Dingjie Software, and Haishun New Materials fell more than 5%.
In terms of turnover rate, there are 25 stocks with a turnover rate of more than 20%, of which N Huaguang has the highest turnover rate, reaching 62.84%.
Guosheng Securities analysis indicated that the market is showing obvious sector rotation and style rotation. Under the protection of policies, the market is still expected to continue the main rhythm of volatility and rise. The high business cycle industry and the adjustment of high growth expectations are still worthy of attention. aims.
Anxinzheng believes that the market will mainly show an upward trend in the future. Under this logic, the procyclical sector will have performances of supplementary gains and repairs. At the same time, it should be noted that the recovery is still slow and the style may not be one-sided.
Haitong Securities pointed out that the overall macro-liquidity is still loose at present, the intensity has decreased but the direction has not changed, and the micro-liquidity is still abundant. Looking back at history, the macro liquidity inflection point is ahead of the stock market inflection point, and the micro liquidity inflection point is more synchronized with the stock market inflection point. The fundamentals are picking up steadily, with brokerage + technology being the main line, taking into account the early cycle in the third quarter, and focusing on the round rise of undervalued products in the fourth quarter. (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.)