Sino-Singapore Jingwei Client, September 2nd. On the 2nd, the three major stock indexes opened higher, and the Shanghai Index opened 0.29% higher to 3,420.47 points; Shenzhen Component Index reported 13,881.07 points, an increase of 0.23%, with a turnover of 5.07 billion yuan; ChiNext Index reported 2,753.93 points , An increase of 0.13%.

　　On the disk, sectors such as tourism integration, logistics, plantation, hotels, and automobiles led the gains; gold, agribusiness, shipbuilding, audio-visual equipment, industrial metals and other sectors led the decline.

In terms of concept stocks, capital leaders, yesterday's daily limit, genetic modification, superconducting concepts, and tourism led the rise. Gold, scarce resources, 3D cameras, brain science, and non-ferrous metals led the decline.

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　　In terms of individual stocks, 1988 stocks rose, among which 25 stocks such as Zhejiang Shibao, Shennong Technology, and Xinlitai rose more than 5%.

1248 stocks fell, of which 12 stocks such as Longyuan, Xiuqiang and Grinda 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 last trading day, the Shanghai Stock Exchange’s financing balance was reported at 738.563 billion yuan, an increase of 1.066 billion yuan from the previous trading day, and the securities lending balance was reported at 44.685 billion yuan, an increase of 389 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 689.756 billion yuan. , An increase of 1.622 billion yuan from the previous trading day, and the securities lending balance reported at 26.019 billion yuan, an increase of 523 million yuan from the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 1.499.023 billion yuan, an increase of 3.60 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 funds is 1.171 billion yuan, of which the net inflow of Shanghai Stock Connect is 612 million yuan, the balance of funds on the day is 51.388 billion yuan, and the net inflow of Shenzhen Stock Connect is 559 million yuan. The balance was 51.441 billion yuan; the net inflow of southbound funds was 1.46 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.28 billion yuan, the day’s fund balance was 40.72 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 180 million yuan, and the day’s fund balance was 41.82 billion yuan.

　　Yuekai Securities stated that the Shanghai Stock Exchange Index continued to fluctuate in the area of ​​its previous highs. Before the market direction is clear, investors can choose to wait and see and reduce their positions appropriately.

For long-term investors, they can grasp the main line of performance certainty and lay out structural opportunities. First, focus on the recent adjustments and performance-supported growth main lines, such as consumer electronics and new energy vehicles; second, The performance of consumer staples such as medicines, food and beverages is highly certain and continues to be concerned; thirdly, the disclosure of the third quarterly report performance forecast has been launched, and attention can be paid to the opportunity of the third quarterly report.

As the double festival approaches, it will catalyze the film and television, tourism, consumption, hotel and other industries, which can be deployed in advance.

Regarding the hot spots that have emerged on the market, activist investors can appropriately grasp short-term trading investment opportunities.

　　Essence strategic analysts Chen Guo and Lin Rongxiong said in a statement that in the second quarter of 2020, the net profit of all A (non-financial petroleum and petrochemical) attributable to the parent resumed a positive growth of 9.06% year-on-year, and the second quarter of the ChiNext single quarter was as high as 40.32%.

In the second half of the year, the fundamentals of A-shares will rise further. Starting in the third quarter, the driving force will shift from the previous expansion of total supply to the expansion of total demand. The recovery of asset turnover will become the core key.

As for individual stocks, it is recommended to pay attention to growth companies with good interim fundamentals.

(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.)