The index fell more than 2%, led by the semiconductor sector

  Sino-Singapore Jingwei Client, August 26. On Wednesday, the three major A-share indexes almost opened flat, and then fluctuated back down; the agricultural and semiconductor sectors continued to fall. The first batch of 18 stocks under the GEM registration system rose and fell mixed, and C card times fell more than 20%.

Screenshot source: Wind

  As of the close, the Shanghai Index reported 3329.74 points, a decrease of 1.3%, with a turnover of 381.929 billion yuan; the Shenzhen Component Index reported 13,428.40 points, a decrease of 1.76%, with a turnover of 596.614 billion yuan; the ChiNext Index reported 2,644.44 points, a decrease of 2.13%; the Shanghai 50 Index reported 3277.89 points, a decrease of 1%.

  On the disk, almost all sectors of the industry were green. The semiconductor, aviation, diversified finance, components, software services, agriculture, forestry, animal husbandry and fishery sectors were among the top decliners, and the environmental protection and shipping sectors rose.

  The concept sector also fell mostly, with sectors such as aquatic products, seed industry, digital currency, lithography, and Apple concepts leading the decline, while sectors such as medical waste treatment and garbage disposal rose.

  In terms of individual stocks, 686 stocks rose, of which 88 stocks such as COFCO Sugar, Miao Exhibition, and ST Changjiu rose more than 5%. 3227 stocks fell, of which 150 stocks such as Sanlipu, Yunnei Power, and Lianrui New Materials fell by more than 5%.

  In terms of turnover rate, there are a total of 70 stocks with a turnover rate of more than 20%. Among them, the turnover rate of N Jiankai is the highest, reaching 79.38%.

  As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 734.611 billion yuan, a decrease of 1.621 billion yuan from the previous trading day. The securities lending balance was reported at 41.751 billion yuan, an increase of 165 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 684.389 billion yuan. , An increase of 487 million yuan from the previous trading day, and the securities lending balance reported 24.538 billion yuan, an increase of 201 million yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1,485.288 billion yuan, a decrease of 768 million 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 704 million yuan, of which the net inflow of Shanghai Stock Connect is 1.127 billion yuan, the balance of funds on the day is 50.873 billion yuan, and the net outflow of Shenzhen Stock Connect is 423 million yuan. The balance was 52.423 billion yuan; the net inflow of southbound funds was 2.502 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.578 billion yuan, the day’s fund balance was 40.422 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 924 million yuan, and the day’s fund balance was 41.076 billion yuan.

  Shanxi Securities analysts said that if there is no substantial increase in volume this week, the market outlook will likely continue to fluctuate in the box, and there may be a slight correction in the short term. In addition, since the trading volume center is at a historically high level, market volatility is increasing, and the sector is rotating rapidly, investors should not chase the rise and kill the fall. They can pay attention to the allocation opportunities of high-quality targets after they are adjusted to a reasonable range of valuation. In the medium term, the market shows obvious sector rotation and style rotation, and the market will maintain a turbulent upward pattern in the future. Investors are advised to pay attention to high-quality targets in industries with high prosperous cycles and high-growth expected industries, and wait for the opportunity to rise.

  Yuekai Securities believes that in the short term, the impact of internal and external disturbance factors will be reduced, and the GEM will rebound again after stabilizing. At the same time, the main board will have limited room for callback. In the medium and long term, the reform of the GEM will reduce speculation and funds will be transferred to the fundamentals. High-quality leading focus. The semi-annual report is coming to an end. In the following three quarters, we can focus on the stock selection opportunities brought about by performance improvement, such as the technology, food and beverage, and biomedical sectors. The technology sector focuses on 5G and the Apple industry chain. (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.)