Sino-Singapore Jingwei Client, September 1st. On the first trading day of September, the three major A-share indexes opened lower, and the Shanghai Composite Index opened lower by 0.17% to 3,389.74 points; Shenzhen Component Index reported 13,729.39 points, a decrease of 0.21%; ChiNext Index reported 2721.18 points, a decrease of 0.26%.
More than a thousand shares fell. According to the news, Apple removed OFILM from the supply chain list. OfILM opened a lower limit at 17.02 yuan per share, and sold more than 730,000 lots.
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On the disk, sectors such as comprehensive agriculture, ground military equipment, aviation equipment, garden engineering, and pharmaceutical commerce led the gains; sectors such as insurance, other transportation equipment, optics and optoelectronics, electronics manufacturing, and food processing led the decline.
In terms of concept stocks, agricultural machinery, new stocks and sub-new stocks, capital leaders, yesterday's daily limit, and Tianjin Free Trade Zone were among the top gainers, and 3D cameras, augmented reality, sensors, 3D glass, and glass concepts were among the top decliners.
In terms of individual stocks, 1342 individual stocks rose, among which 16 stocks such as Dayuan Pump Industry, Mengcao Ecological, and ST Nanhua increased by more than 5%.
1919 stocks fell, of which 12 stocks including Huijin, Tibet Tianlu, and Tibet Travel 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 that are the main inflows are China General Nuclear Power, Holsay, Heyuan Gas, Ruiming Technology, and Jiamei Packaging. The top five stocks that flow out are China General Nuclear Power, Holsay, Heyuan Gas, and Ruiming. Technology, Jiamei packaging.
The top five conceptual themes in the main inflow are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned reform. The top five conceptual themes that 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 737.497 billion yuan, an increase of 4.713 billion yuan from the previous trading day. The securities lending balance was reported at 44.297 billion yuan, an increase of 500 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 688.134 billion yuan. , An increase of 5.095 billion yuan from the previous trading day, and the securities lending balance reported 25.496 billion yuan, an increase of 372 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,495.424 billion yuan, an increase of 10.679 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 outflow of northbound funds is 167 million yuan, of which the net outflow of Shanghai Stock Connect is 143 million yuan, the balance of funds on the day is 52.143 billion yuan, and the net outflow of Shenzhen Stock Connect is 24 million yuan. The balance was 52.024 billion yuan; the net inflow of southbound funds was 2.743 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 2.59 billion yuan, the day’s fund balance was 39.41 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 153 million yuan, and the day’s fund balance was 41.847 billion yuan.
The Yangtze River Strategy believes that the market was still in a "bottleneck period" last week, the emotional enthusiasm structure was clearly differentiated, and the plate rotation law was weak.
The market width continues to fall to a very narrow range, and the short-term trend is cautious, but the adjustment range may be limited.
In terms of industry allocation, the distribution cycle is growing, and large financial companies prefer brokerage real estate.
The domestic cycle is advancing or increasing the market's attention to low-valuation styles. In the early stage, many low-valuation cycle growth stocks have performed well, and style convergence is still going on.
It is recommended to increase the allocation of cyclical growth stocks, and select brokerage real estate among major financial companies.
Guotai Junan pointed out that low-valued pro-cyclical value stocks are the main line of investment, and the low-risk characteristic direction is the current allocation focus. Pro-cyclical industry profits have improved significantly, capital recognition has increased, and they are optimistic about finance, building materials, machinery, etc.
Technology as a whole is on the left side of the new round of market quotations, which can be laid out during the callback.
In the short term, the downward risk appetite suppresses the technology sector; in the medium term, the upward profitability will make the technology sector still have obvious investment opportunities in the second half of the year.
There is a big difference between the technology tracks. According to the PB-ROE and profit repair rhythm, the current technology is new energy> consumer electronics> cloud computing> IDC> semiconductors.
(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.)