Sino-Singapore Jingwei Client, October 14th (Wednesday), the three major A-share indexes opened slightly lower, gold and semiconductor sectors pulled back; the cultural media sector rose sharply, Focus Media’s daily limit, Leo shares opened higher than 8% .
The opening ups and downs of the major A-share indexes.
Source: Wind
As of the opening, the Shanghai Composite Index fell 0.18% to 3,353.62 points; the Shenzhen Component Index fell 0.12% to 13781.56 points; the ChiNext Index fell 0.25% to 2777.89 points; the Science and Technology 50 Index fell 0.15% to 1495.34 points.
On the disk, the marketing communications, aerospace equipment, textile manufacturing, metal products, and professional retail sectors led the gains; gold, electronics manufacturing, tourism integration, catering, power equipment and other sectors led the decline.
In terms of concept stocks, capital leaders, e-sports, sports industry, diamond, WeChat applet, etc. top the gains, and smart speakers, lottery concepts, augmented reality, wireless headsets, and HIT batteries top the bottom of the decline.
In terms of individual stocks, 1196 individual stocks rose, among which Jitai, Guangji Pharmaceutical, and Wenjian Medical rose by more than 5%.
In 2017, individual stocks fell, of which Bohui Innovation, Chutian Technology, HNA Technology and other stocks 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 with major inflows are China General Nuclear Power, Huashengchang, Beijing North, Yuxin, and Beimo Hi-Tech. The top five stocks with outflows are China General Nuclear Power, Huashengchang, Beijing North and Yuxin. , Beimo High-tech.
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.
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 85 million yuan, of which the net inflow of Shanghai Stock Connect is 49 million yuan, the balance of funds on the day is 51.951 billion yuan, and the net inflow of Shenzhen Stock Connect is 36 million yuan. The balance was 51.964 billion yuan; the net inflow of southbound funds was 158 million yuan, the balance of funds on the day was 42 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect was 158 million yuan, and the balance of funds on the day was 41.842 billion yuan.
Southwest Securities pointed out that for A shares, the external liquidity environment will be loose for a long time, and with the internal economic recovery, various industrial catalysts will continue to emerge.
It is recommended to continue to pay attention to the pharmaceutical and high-tech sectors that have been fully adjusted in the early stage, and pay attention to the performance opportunities of the Apple industry chain and the new energy automobile industry chain.
In terms of industry allocation, Debon Securities believes that the style of the stock market will become more balanced in the future, and cyclical stocks with low valuations will continue to repair around the main line of economic recovery. Under the pattern of PPI rebound + industry replenishment inventory volume and price rise, Relatively more optimistic about the chemical, non-ferrous metals, building materials and other industries, while the technology sector that has been adjusted in the early stage will also usher in opportunities.
(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.