Sino-Singapore Jingwei Client, August 2nd. On Monday morning, the stocks diverged sharply, and individual stocks showed a general upward trend. The two markets rose by more than 9%. More than 100 stocks, only half a trading day, the Shanghai and Shenzhen stock markets once again exceeded 1 trillion yuan .

　　Source: Flush iFinD

　　As of the close at noon, the Shanghai stock index rose 1.50% to 3,438.31 points.

The Shenzhen Component Index rose 1.44% to 14,681.47 points.

The GEM index rose 0.53% to 3,548.56 points.

　　On the disk, major consumer sectors such as liquor, pork, food and beverage rebounded collectively, and Kweichow Moutai soared by more than 4%, driving the Shanghai Stock Exchange 50 Index to bottom and rebound by more than 2%.

However, the chip and lithium mines that have led the recent gains have all undergone significant adjustments. Affected by the decline in bulk commodities, cyclical stocks such as coal and steel have plummeted across the board.

Salt Lake Lithium, brokerage, liquor, military, and auto stocks performed well, while cyclical stocks such as steel, coal, and non-ferrous metals showed the highest declines.

　　Up to now, the ratio of all trading stocks in Shanghai and Shenzhen stocks is 3165:1137, with 69 daily limit and 16 daily limit.

　　In terms of northbound funds, the morning net inflow of northbound funds exceeded 5.9 billion yuan, of which the inflow of Shanghai Stock Connect exceeded 3.3 billion and the inflow of Shenzhen Stock Connect exceeded 2.5 billion.

　　In terms of individual stocks, the current daily limit shares are as follows: Sany Heavy Industry (9.99%), Weichai Power (9.99%), Kehua Data (9.99%), Kelu Electronics (10.03%), Yihua (10.00%).

　　The lower limit shares are as follows: Taiyuan Iron and Steel Stainless (-9.97%), Sangang Minguang (-10.01%), Yanzhou Coal Industry (-10.00%), Kanglongda (-10.01%), Shengxin Lithium Energy (-10.00%) ),

　　The top five stocks with turnover rate are: Xinfeng, Jindike, Yangdian Technology, Weisaibo, and Tianwei Electronics, which are 44.613%, 43.436%, 42.849%, 42.572%, and 41.653%, respectively.

　　According to the research report of Haitong Securities, the market has ushered in a rapid adjustment in the past week. The largest drop of the CSI 300 reached 9.8%, with a cumulative drop of 5.5%.

The short-term downward adjustment is similar to summer thunderstorms. The so-called wind will never end, and the showers will not last all day. The medium-term market trend is determined by fundamentals. We are still optimistic about the market in the second half of the year.

In the second half of the year, the macro policy was relatively loose, the ROE of listed companies continued to rise, the valuation was fair, and the market looked forward to rebuilding.

　　Guotai Junan believes that after the recent market adjustment, it has reached the bottom position. With the SSE 50 stabilizing + small and medium market value styles, the market is expected to gain momentum and welcome new life.

Based on the risk-free interest rate and the downside of risk evaluation, grasp the mid-market blue chip and technological growth.

(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.)