Sino-Singapore Jingwei Client, November 12th. On the morning of the 12th, A shares opened slightly higher. The Shanghai Index reported 3344.46 points, an increase of 0.07%; the Shenzhen Component Index reported 13789.30 points, an increase of 0.50%; the GEM index reported 2705.76 points, an increase of 0.90. %; SSE 50 Index was 3413.21 points, an increase of 0.06%; CSI 300 reported 4,916.77 points, an increase of 0.24%.

　　Shanghai and Shenzhen stock market opening performance source: Wind

　　On the disk, most sectors including semiconductors, automobiles, computers, communications services, media, and medical equipment rose; sectors such as coal, airport shipping, banking, mining services, and non-ferrous metals fell.

　　In terms of concept stocks, yesterday's daily limit, Weilai Auto Concept, HIT battery, Huawei HMS, smart home, etc. rose among the top; shared bicycles, titanium dioxide, agricultural planting, and scarce resources were among the top decliners.

　　In terms of individual stocks, 1876 individual stocks rose, of which several stocks such as China Aviation Industry Corporation, Mio Exhibition, and Sinoma Energy Conservation increased by more than 5%; 1441 individual stocks fell, of which Xinruida, Innovative Medical, Jin Yinhe and other stocks fell The amplitude exceeds 5%.

　　Fosun Pharma opened 0.35% higher, quoting 57.00 yuan.

The stock announced in the morning that the subsidiary mRNA vaccine BNT162b2 for the prevention of new coronavirus pneumonia has been accepted by the State Drug Administration for clinical trial registration review.

　　In the U.S. stock market overnight, large technology stocks rose collectively, leading the Nasdaq Index to rebound and end its two consecutive declines.

As of the close, Apple was up 3.04%, Amazon was up 3.37%, Netflix was up 2.19%, Google was up 0.55%, Facebook was up 1.49%, and Microsoft was up 2.63%.

　　Most of the Chinese concept stocks related to Double 11 that fell in the previous trading day closed up. Pinduoduo rose more than 8%, JD.com rose 3.45%, Baozun e-commerce rose nearly 3%, Dada Group rose nearly 11%, and Alibaba fell slightly by 0.4 %.

　　For A-share technology stocks, Industrial Securities believes that technological growth is the long-term main line, top-level design + high-quality development demand drive + reduced financing difficulty, multiple factors promote technology growth into a long-term upward channel.

In the short term, we will focus on consumer electronics, 5G applications, and military industries that continue to release performance.

　　Northeast Securities believes that from the perspective of the macro background and industry development trends, the profit advantages of consumption and technology since the mid-year report of this year are expected to be sustainable next year; in the medium and long term, A shares have entered the process of institutionalization, foreign capital and public funds, etc. Consumption and technology preferred by the core are the main styles of the later market; from the perspective of profit valuation matching, industries such as medical equipment, general machinery, electronic manufacturing, white goods, and pharmaceutical commerce deserve special attention.

(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.)