Sino-Singapore Jingwei Client, September 16th. On the morning of the 16th, the A-share market opened mixed. The Shanghai Stock Index reported 3293.17 points, a decrease of 0.08%; the Shenzhen Component Index reported 13123.50 points, a decrease of 0.15%; the GEM index reported 2597.64 points. An increase of 0.10%.


　　Shanghai and Shenzhen stock market opening performance source: Wind

　　On the disk, a few sectors such as papermaking, clothing and home textiles, logistics, trade, gas and water affairs were popular; new chemical materials, tourist attractions, military industry, hotels and restaurants, nonferrous metals, and media sectors were among the top decliners.

　　In terms of individual stocks, 1286 individual stocks rose, of which ST Haima, Fortune Blue Ocean, ST Kangmei and other stocks rose more than 5%; 1894 individual stocks fell, of which Jixin Technology, Lanying Equipment, Tianneng Heavy Industry and other stocks fell. More than 5%.

　　In terms of capital flow, the top five industries that flowed into the top five were other transportation equipment, cultural media, Internet media, marketing communications, and shipbuilding. The top five that flowed out were other transport equipment, cultural media, Internet media, marketing communications, Shipbuilding.

　　The top five stocks with major inflows are China General Nuclear Power, Xindazheng, Rima Industrial, Bojie, and Overseas Bank Environmental Protection. The top five stocks with outflows are China General Nuclear Power, Xindazheng, Rima Industrial, and Bojie. , Overseas Bank of China Environmental Protection.

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.

　　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 130 million yuan, of which the net inflow of Shanghai Stock Connect is 0.66 billion, the balance of funds on the day is 51.934 billion, and the net inflow of Shenzhen Stock Connect is 64 million. The balance was 51.936 billion yuan; the net inflow of southbound funds was 1.681 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.584 billion yuan, the day’s fund balance was 40.416 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 97 million yuan, and the day’s fund balance was 41.903 billion yuan.

　　According to the analysis of Centaline Securities, the A-share market on the previous trading day (Tuesday) declined first and then rose slightly. The two markets fell slightly in the early trading. With the rapid appreciation of the RMB against the US dollar, the stock index stabilized and rebounded. The Shanghai stock index continued to revolve around 60 in the short term. The daily moving average is gaining momentum.

It is worth noting that the two markets have continued to shrink in recent days, and the market outlook has once again faced a choice of breakthrough directions. It is recommended that investors pay close attention to changes in policy, funding and external factors, and carefully pay attention to investment opportunities in low-value blue chip stocks.

　　The Macro Strategy Department of GF Fund stated that the reason for maintaining the style from the extreme "consumption + technology" to the balanced allocation is that the overall valuation of the consumer and technology sectors is relatively high, and the expected return on investment in the future is compressed.

Some undervalued industries with a good industry supply and demand pattern often performed well in the fourth quarter. It is worth paying attention to the optional consumption and part-cycle segmented industries.

(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.)