Sino-Singapore Jingwei Client, January 7th. On Thursday, the three major A-share indexes opened up and down, led by chemical, new energy, and cardboard sectors; liquor, gold, and military sectors were adjusted.
The opening ups and downs of major A-share indexes.
Source: Wind
As of press time, the Shanghai Composite Index rose 0.06% to 3,552.91 points at the opening; the Shenzhen Component Index fell 0.06% to 15,178.35 points; the ChiNext Index fell 0.28% to 3,106.34 points.
On the disk, sectors such as tourism integration, chemical fiber, transportation equipment, automobile services, and chemical products led the gains; sectors such as communications operations, plantation, cement manufacturing, mining services, and trade led the decline.
In terms of concept stocks, yesterday's linked stocks, titanium dioxide, titanium, yesterday's daily limit, and capital leaders were among the top gainers, and the Xi'an Free Trade Zone, genetically modified, rice wine, market stall economy, and agricultural planting were the top decliners.
In terms of individual stocks, 1123 individual stocks rose, among which ST Yaxing, ST Yabang, Xiangshan shares and other stocks rose by more than 5%.
2246 stocks fell, of which Tongyuan Petroleum, Tianfu Energy, Qinghai Spring 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 transportation equipment, cultural media, Internet media, marketing communications, Shipbuilding.
The top five stocks with major inflows are China General Nuclear Power, Huawen Food, Zhizhen Technology, Baiya, Jingyeda, and the top five stocks with outflows are China General Nuclear Power, Huawen Food, Zhizhen Technology, and Baiya. , Jingyeda.
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.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 789.703 billion yuan, an increase of 3.218 billion yuan from the previous trading day, and the securities lending balance was at 87.155 billion yuan, an increase of 1.236 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 731.578 billion yuan. , An increase of 2.498 billion yuan from the previous trading day, and the securities lending balance reported 54.658 billion yuan, an increase of 456 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,663.093 billion yuan, an increase of 7.406 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 146 million yuan, of which the net inflow of Shanghai Stock Connect is 73 million yuan, the balance of funds on the day is 51.927 billion yuan, and the net inflow of Shenzhen Stock Connect is 73 million yuan. The balance was 51.927 billion yuan; the southbound net inflow of funds was 6.614 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 6.211 billion yuan, the day’s fund balance was 35.789 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 403 million yuan, and the day’s fund balance was 41.597 billion yuan.
Yuekai Securities said that overall the current market is still in an upward trend, and it maintains optimistic expectations for market conditions at the beginning of the year.
At the same time, Yuekai Securities pointed out that after the market has experienced continuous rises, some funds may choose to cash in profits.
After the index closed continuously, the upward valuation improvement space was squeezed, and the probability of high shocks increased.
In terms of allocation, the current market sector rotation is relatively obvious, and investors should not chase the rise. They can focus on the rotation opportunities within popular sectors such as consumption, new energy, and technology. In terms of individual stocks, blue chips and growth leaders with good performance expectations are selected.
(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.)