Sino-Singapore Jingwei Client, February 2nd, in the afternoon on the 2nd, the three major indexes were red-table, and the white horse stocks led the rise strongly, and the index recovered 3,200 points.

　　Wind screenshot

　　As of the close, the Shanghai Index reported 3533.68 points, an increase of 0.81%, with a turnover of 384.128 billion yuan; the Shenzhen Component Index reported 15335.66 points, an increase of 2.07%, with a turnover of 516.87 billion yuan; the Growth Enterprise Market Index reported 3228.70 points, an increase of 2.17%; and the Shanghai 50 Index reported. 3771.47 points, an increase of 0.67%.

　　On the disk, sectors such as tourism integration, complete automobiles, rare metals, glass manufacturing, and animal health led the gains; sectors such as airports, air transportation, commercial property management, forestry, and plantation led the decline.

In terms of concept stocks, shared bicycles, complete cars, tire pressure monitoring, e-cigarettes, solid-state batteries, etc. rose among the top gains, while capital leaders, Tianjin Free Trade Zone, agricultural planting, and iQiyi Concepts ranked among the top decliners.

　　In terms of individual stocks, 2000 stocks rose, among which Zhejiang Shibao, Shanxi Fenjiu, Ximai Foods and other stocks rose more than 5%.

In 1994, individual stocks fell, of which ST Combi, Jointown, Kakai City and other stocks fell more than 5%.

　　In terms of turnover rate, a total of 53 stocks had a turnover rate of more than 20%. Among them, Zhongchen shares had the highest turnover rate, reaching 71.87%.

　　In terms of capital flow, the top five major inflows of the industry sector are chemical products, automotive vehicles, beverage manufacturing, bank II, and rare metals. The top five outflows are bank II, chemicals, rare metals, special equipment, and automotive vehicles. .

The top five stocks with major inflows are BYD, Inspur Information, Invaluable Group, Luzhou Laojiao, and Changan Automobile, and the top five stocks with outflows are Invaluable Group, BYD, Inspur Information, Ping An Bank, and Conch Cement.

　　As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 807.9 billion yuan, a decrease of 631 million yuan from the previous trading day, and the securities lending balance was reported at 87.70 billion yuan, a decrease of 187 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 730.573 billion yuan , A decrease of 1.137 billion yuan from the previous trading day, and the securities lending balance reported 54.497 billion yuan, an increase of 130 million yuan from the previous trading day.

The balance of margin trading and securities lending in the two cities totaled 1.680.67 billion yuan, a decrease of 1.824 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 6.227 billion yuan, of which the net inflow of Shanghai Stock Connect is 1.685 billion, the balance of funds on the day is 50.315 billion, and the net inflow of Shenzhen Stock Connect is 4.542 billion. The balance was 47.458 billion yuan; the net inflow of southbound funds was 15.06 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 5.811 billion yuan, the fund balance on the day was 36.189 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 9.256 billion yuan, and the day’s fund balance was 32.744 billion yuan.

　　Haitong Securities believes that in the short term, the fundamentals necessary for the bull market will continue to improve, coupled with the easing of the emotional side, and the rebound will continue in the short term. Investors need to pay attention to the high and low style switching, and adjust the position appropriately for the serious decline in the previous period. Performance-supported low-end stocks such as communications and transportation and big finance.

In the medium and long term, the launch of the spring market is imperative. The main direction of investment should still be technology to increase consumer stocks. The technology sector should focus on the Internet and artificial intelligence sectors. This is the main direction for building a technological power; the consumer sector The focus should be on food, beverages and smart home appliances. Around the Spring Festival, residents' consumption habits will drive this sector to strengthen.

　　Pacific Securities pointed out that the short-term domestic currency tightening is intended to revise market expectations of ultra-loose and suppress speculation. Monetary policy remains "not rapid". The domestic epidemic has repeatedly weakened economic expectations in the first quarter. Work will resume normally after the year. Monetary policy support is needed, and the situation that subsequent market interest rates are significantly higher than policy rates is expected to be corrected, but there is uncertainty about the timing of the restoration.

With the subsequent revision of liquidity expectations, there is still an opportunity for spring turbulence in February.

(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.)