The Shanghai stock index fell nearly 1% and fell below the 3,600 point mark. The medical sector rose against the market

　　Sino-Singapore Jingwei Client, January 22. The two markets opened lower and weakened on the 22nd. The ChiNext Index performed strongly. The index rose by more than 1% during the session, and the Shanghai Index fell by more than 1% and fell below 3,600 points.

As of midday's close, the Shanghai Stock Exchange Index reported 3,595.00 points, a decrease of 0.73%; the Shenzhen Component Index reported 15,467.09 points, a decrease of 0.34%; the ChiNext Index reported 3,307.86 points, an increase of 0.74%.

Wind screenshot

　　On the board, sectors such as medical services, animal health, rare metals, medical equipment, and tourism integrated led the gains; sectors such as transportation equipment, fisheries, mining services, semiconductors, and computer equipment led the decline.

　　In terms of individual stocks, 983 individual stocks rose, including Hikvision, Zhongtai Chemical, ST Baling and other stocks rose more than 5%.

3081 stocks fell, of which Juli Rigging, Honggao Creative, Jiafa Education and other stocks fell more than 5%.

　　In terms of turnover rate, there are a total of 18 stocks with a turnover rate of more than 20%, of which N Haiyou has the highest turnover rate, reaching 59.64%.

　　In terms of capital flow, the top five major inflows of the industry sector are rare metals, chemicals, power equipment, medical services, and securities firms, and the top five outflows are rare metals, securities firms, bank II, chemicals, and real estate development.

The top five stocks with major inflows are Northern Rare Earths, TBEA, WuXi AppTec, Aistech, and Daan Gene. The top five stocks that have flowed out are TBEA, Northern Rare Earths, Aistech, and WuXi AppTec. , Jinyu Medical.

The top five conceptual themes of the main inflows are margin financing and securities lending, refinancing securities, MSCI concepts, Shenzhen Stock Connect, and Shanghai Stock Connect. The top five conceptual themes for outflows are margin financing and securities lending, refinancing securities, and MSCI concepts. , Shanghai Stock Connect, Shenzhen Stock Connect.

　　As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 815.993 billion yuan, an increase of 4.74 billion yuan from the previous trading day. The securities lending balance was at 92.321 billion yuan, an increase of 1.455 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 744.992 billion yuan. , An increase of 3.342 billion yuan from the previous trading day, and the securities lending balance reported 56.322 billion yuan, an increase of 1.548 billion yuan from the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 1.709628 billion yuan, an increase of 11.086 billion yuan from the previous trading day.

　　From the perspective of the north-south capital flow of Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net outflow of northbound capital is 2.658 billion yuan, of which the net outflow of Shanghai Stock Connect is 1.499 billion yuan, the balance of funds on the day is 53.499 billion yuan, and the net outflow of Shenzhen Stock Connect is 1.159 billion yuan. The balance was 53.159 billion yuan; the net inflow of southbound funds was 4.894 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 2.172 billion yuan, the balance of funds on the day was 39.828 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 2.722 billion yuan, and the balance of funds on the day was 39.278 billion yuan.

　　Guosheng Securities Research reported that the A-share market has entered the era of "great differentiation", and the group of leaders has become a new normal in the era of great differentiation.

In the short term, the current leader is shifting from a discount to a premium, and the valuation restoration of the leader is basically completed. In the future, it will shift from valuation-driven to profit-driven.

The current A-share leading business climate has not changed, and short-term high valuations are more likely to digest valuations through shocks rather than crash valuations.

　　Huaxin Securities believes that this Thursday, the three major indexes hit a new high with heavy volume. The Shanghai Stock Exchange reached a maximum of 3636 points and then fell back to 3621 points. Although the transactions in the two markets have been significantly enlarged, they are only just over one trillion. The transaction amount is obviously inconsistent with this Thursday’s surge. Although the index is high again, there are still many restrictions to form a new round of trending market. If the market is restricted by micro-liquidity, the index is very It is difficult to resolve the pressure of deviation from continuous surges, which will also make it difficult for the short-term market to appear trending upwards.

(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.)