Sino-Singapore Jingwei Client, May 27th, 27th (Thursday), A-shares opened slightly lower and rushed higher after 10:30. The ChiNext Index rose by more than 1% at one time; the gains dropped somewhat in the afternoon.

　　As of the close, the Shanghai Index reported 3608.85 points, an increase of 0.43%. Daily four consecutive positives, with a turnover of 429.04 billion yuan; the Shenzhen Component Index reported 14,897.19 points, an increase of 0.7%, with a turnover of 510.633 billion yuan; the Growth Enterprise Market Index reported 3226.11 points, an increase of 0.92%. ; The Shanghai Stock Exchange 50 Index reported 3,664.94 points, an increase of 0.21%.

　　Shanghai Stock Index all-day trend source: Wind

　　On the disk, the semiconductor sector led the gains, with Perry shares and Beijing Junzheng 20% ​​daily limit, Allwinner Technology, Chipsea Technology, Yinhe Microelectronics and other stocks rose more than 10%, Zhongjing Technology, Leon Micro and other stocks rose by daily limit.

The communications equipment, coal, medical equipment, computers, home appliances, and retail sectors ranked among the top gainers.

　　Photoresist concept stocks are active, Guangxin Materials 20% daily limit, Jingrui shares, Rongda Photosensitive, Yangfan New Materials, etc. have followed the rise.

Concept stocks such as vaccines, gold, ecological agriculture, and shared bicycles were among the top decliners.

　　In terms of individual stocks, 2,587 individual stocks rose, among which several stocks such as Fei Kai Materials, Haima Motor, and Foxit Software increased by more than 5%; 1,491 individual stocks fell, of which Tsingshan Paper, Xiongdi Technology, Honghui New Materials, etc. Individual stocks fell more than 5%.

　　In terms of turnover rate, a total of 71 stocks have a turnover rate of more than 20%. Among them, Yiyi shares have the highest turnover rate, reaching 62.71%.

　　From the perspective of the north-south capital flow of the Shanghai-Shenzhen-Hong Kong Stock Connect, the net inflow of northbound capital was 19.543 billion yuan, of which the net inflow of Shanghai Stock Connect was 8.887 billion yuan, the balance of funds on the day was 43.113 billion yuan, the net inflow of Shenzhen Stock Connect was 10.656 billion yuan, and the balance of funds on the day was 41.44 billion. 100 million yuan; the net inflow of southbound funds was 1.592 billion yuan, of which the Shanghai-Hong Kong Stock Connect net outflow was 101 million yuan, the fund balance on the day was 42.101 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.693 billion yuan, and the fund balance on the day was 40.307 billion yuan.

　　The Northeast Strategy pointed out that short-term risk appetite has a positive impact on the market, but the market outlook still remains uncertain, so the follow-up market may have strong short-term shocks.

Specifically: from a fundamental perspective, performance has weakened the market boost, and subsequent performance is difficult to further improve; from a liquidity perspective, there are uncertainties in the conditions to support a large inflow of foreign and domestic capital.

　　Guosheng Securities analysis believes that market styles are gradually switching, and plate rotation is accelerating.

Operationally, the theme is driven by the layout policy.

The Shanghai Stock Index is under high selling pressure near 3630 points, and there is a high demand for consolidation in the short-term market. If there is a correction or a better opportunity to increase positions, short-term attention will be paid to topics such as carbon trading and big data; in addition, focus on finance, military industry, technology, people's livelihood, Major consumption, high-end manufacturing and new technology applications.

(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.)