Sino-Singapore Jingwei Client, November 9th. On the morning of the 9th, A-shares opened slightly higher and continued to rise. Semiconductors, brokerages and other sectors were actively doing more. The Shanghai stock index rose nearly 2% and the ChiNext stock index rose more than 3%.

　　As of the noon close, the Shanghai Index reported 3375.05 points, an increase of 1.90%, with a turnover of 272.277 billion yuan; the Shenzhen Component Index reported 14174.69 points, an increase of 2.43%, with a turnover of 406.406 billion yuan; the Growth Enterprise Market Index reported 2822.37 points, an increase of 3.27%; the Shanghai 50 Index It reported 3423.34 points, an increase of 1.91%.

Source of the Shanghai Index in early trading: Wind

　　On the disk, industry sectors have risen one after another. The semiconductor sector is leading the rise. The overall increase of the sector is nearly 7%. Jiejie Microelectronics, Xinpengwei, and Zhuoshengwei have a 20% daily limit, of which the market value of Zhuoshengwei has exceeded 100 billion yuan; Yangjie Technology More than 10 stocks, including Chipsea Technology, VeriSilicon, China Resources Micro, and Shengbang, soared by more than 10%. Nearly 10 stocks including Beijing Junzheng, Star Semiconductor, and Changjiang Electronics Technology closed their daily limit.

　　Brokerage stocks continued to rise, the overall sector rose by more than 4%, individual stocks rose across the board, GF Securities, CICC daily limit.

Port and shipping, computers, optical and optoelectronics, and electronics manufacturing sectors all rose more than 3%.

　　In terms of individual stocks, 3588 stocks rose, among which several stocks such as Xiling Information, Haobai Holdings, and Jiechang Drive increased by more than 5%; 399 stocks fell, of which Sunshine, Netac Intelligent, and Keda fell The amplitude exceeds 5%.

　　Shenzhen Shenzhen Real Estate A terminated the reorganization and resumed trading, opened more than 4% lower and quickly turned up in the early trading. As of the noon closing, it rose 5.00%, and the price was 11.35 yuan.

　　In terms of turnover rate, there are a total of 24 stocks with a turnover rate of more than 20%, of which Nhausen has the highest turnover rate, reaching 63.56%.

　　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 18.806 billion yuan, of which the net inflow of Shanghai Stock Connect is 7.495 billion yuan, the balance of funds on the day is 44.505 billion yuan, and the net inflow of Shenzhen Stock Connect is 11.311 billion yuan. The balance was 40.689 billion yuan; the net inflow of southbound funds was 2.839 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.241 billion yuan, the fund balance on the day was 40.759 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.598 billion yuan, and the fund balance on the day was 40.402 billion yuan.

　　Qin Peijing, chief analyst of CITIC Securities’ A-share strategy, believes that the two major repressive factors in the early market have been eliminated as scheduled, and the fundamentals continue to recover to further increase market support. At the same time, major policies and external disturbances in the next three months will enter a window period. It is expected that wait-and-see funds will follow The industry’s economic cycle is gradually entering the market, continuing to promote the medium-term slow growth driven by fundamentals.

In terms of configuration, continue to focus on pro-cyclical and undervalued sectors.

　　Essence Securities said that the current global market risk appetite is expected to further increase.

After the risk factors are eliminated, A-shares are expected to usher in a new round of rising market, and the allocation direction will continue to be based on pro-cyclical prosperity and manufacturing return.

The industry focuses on: electronics, liquor, white electricity, automobiles (including new energy vehicles), insurance, banking, non-ferrous metals, etc.

(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.)