Sino-Singapore Jingwei Client, August 3rd. On the 3rd, the three major A-share indexes opened lower across the board, and the index fell again in the afternoon.
Semiconductors, lithium batteries, photovoltaics, and rare earth themes have experienced a deep correction, and the pharmaceutical sector has surged across the board.
The turnover of the two cities exceeded 1.4 trillion.
Source: Flush iFinD
The Shanghai Composite Index fell 0.47% to 3,447.99 points.
The Shenzhen Component Index fell 0.41% to 14,736.92 points.
The ChiNext Index fell 0.46% to 3,477.23 points.
On the disk, the new crown testing, fentanyl, and biological products led the two markets.
Sectors such as Salt Lake Lithium Extraction, National Large Fund Holdings, and SMIC Concept were among the top decliners.
As of the close, the ratio of all trading stocks in Shanghai and Shenzhen stocks was 2037: 2227, with 70 daily limit and 43 limit down.
In terms of northbound funds, the net inflow of northbound funds exceeded 5.7 billion yuan throughout the day, of which the inflow of Shanghai Stock Connect exceeded 2.8 billion, and the inflow of Shenzhen Stock Connect exceeded 2.8 billion.
In terms of individual stocks, today's daily limit stocks are as follows: Baby Friendly Room (10.00%), Bohui Innovation (20.03%), Antu Bio (10.00%), Invic (10.00%), Mingde Bio (10.00%).
The lower limit shares are as follows: Jianghua Micro (-10.00%), Foster (-10.00%), Shengyang shares (-10.00%), Xinjiang Zhonghe (-10.00%), Haixing shares (-9.98%).
The top five stocks with turnover rate are: Zhonghuan Hailu, Jindike, Liberty, Reader Culture, and Faben Information, which are 68.215%, 58.809%, 57.880%, 57.720%, and 40.269%, respectively.
Guosheng Securities Research Report believes that after a short period of continuous drop in the market, the risk release is nearing the end. The long Yang line on Monday is seen as a technical repair of the rapid decline in the previous period. The current sentiment is picking up, and the market is expected to continue to seek upward breakthroughs through concussion and consolidation.
In the focus of the market, emerging industries such as semiconductors and new energy have experienced excessive growth, or have entered the end of drumming and spreading flowers. It is not ruled out that the possibility of re-shooting is not ruled out. However, at this time, the risks and returns are asymmetry, and there is a risk of ending at any time.
Furthermore, in terms of operation, it is recommended to switch to focusing on the core supporting products with interim performance, and gradually advance the layout of the relatively traditional fields such as consumption, pharmaceuticals, infrastructure, and smart manufacturing, which are relatively adequately adjusted in current valuation adjustments.
(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.)