Sino-Singapore Jingwei Client, November 18th, on the 18th, the two markets are clearly differentiated, showing that "Shanghai is strong and Shenzhen is weak."
Forestry, glass manufacturing, airports, hotels, industrial metals and other sectors led the gains; medical services, tourism integration, power equipment, white goods, beverage manufacturing and other sectors led the decline.
Wind screenshot
As of the close, the Shanghai Index reported 3347.30 points, an increase of 0.22%, with a turnover of 358.745 billion yuan; the Shenzhen Component Index reported 13,658.20 points, a decrease of 0.54%, with a turnover of 463.13 billion yuan; the Growth Enterprise Market Index reported 262.67 points, a decrease of 1.41%; the Shanghai 50 Index reported 3387.04 points, an increase of 0.23%.
On the disk, sectors such as forestry, glass manufacturing, airports, hotels, and industrial metals led the gains; sectors such as medical services, tourism integration, power equipment, white goods, and beverage manufacturing were among the top decliners.
In terms of concept stocks, yesterday's link-up, yesterday's daily limit, Fujian Free Trade Zone, diamond, and aluminum were among the top gainers, and electronic invoices, medical beauty, ophthalmology, shared bicycles, and e-cigarettes were among the top decliners.
In terms of individual stocks, 2,343 individual stocks rose, including Guanglian Airlines, Hengtong shares, Rijiu Optoelectronics and other stocks rose more than 5%.
1532 stocks fell, of which Kouzijiao, Rongbai Technology, Kangtai Medical and other stocks fell more than 5%.
In terms of turnover rate, there are 67 stocks with a turnover rate of more than 20%, of which N will pass the highest turnover rate, reaching 83.49%.
In terms of capital flow, the top five industries that have flowed into the top five are Bank II, chemicals, industrial metals, optical and optoelectronics, and real estate development. The top five outflows are Bank II, chemicals, beverage manufacturing, industrial metals, and real estate development.
The top five stocks with major inflows are BOE A, Industrial Bank, Changan Automobile, Ping An of China, and San'an Optoelectronics. The top five stocks with outflows are Changan Auto, BOE A, Industrial Bank, Sanan Optoelectronics, and Kweichow Moutai.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 738.191 billion yuan, an increase of 86 million yuan from the previous trading day, and the securities lending balance was at 72.073 billion yuan, an increase of 531 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 707.706 billion yuan , An increase of 1.45 billion yuan from the previous trading day, and the securities lending balance reported 45.314 billion yuan, an increase of 559 million yuan from the previous trading day.
The balance of margin trading and securities lending in the two cities totaled 1,563.284 billion yuan, an increase of 2.605 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 capital is 1.94 billion yuan, of which the net inflow of Shanghai Stock Connect is 1.575 billion, the balance of funds on the day is 50.425 billion, and the net inflow of Shenzhen Stock Connect is 365 million. The balance was 51.635 billion yuan; the net inflow of southbound funds was 3.075 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.568 billion yuan, the day's fund balance was 40.432 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.507 billion yuan, and the day's fund balance was 40.493 billion yuan.
Soochow Securities believes that the recent adjustment of the semiconductor sector has been relatively large. The main reason is that external news factors and the industry's own performance growth have caused doubts in the market. In the medium and long term, semiconductors will still be the focus of national policy and there is still greater development. Space, but short-term high volatility is still the main tone, and it is better to buy low and fast in and out.
Cyclical stocks appear to have strong certainty under the current internal and external dual-cycle strategy. Especially after the RCEP news is released, it will increase the price increase expectations of upstream raw material prices and strengthen the certainty of the performance recovery of cyclic stocks.
In the short-term, cyclical stocks will still be the main direction of the market, and you can look for opportunities to make up for the gains and buy down.
Netcom Securities stated that it will remain cautious, avoid structural adjustment risks, rationally regulate positions, and seize opportunities for rotation in hot sectors.
(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.)