Sino-Singapore Jingwei Client, August 4th. On Wednesday, A-shares opened lower. The Shanghai Stock Exchange Index fell 0.15% and the ChiNext Index fell 0.39%.
Photovoltaics, semiconductors, and industrial Internet themes have recovered; the ice and snow industry, sports industry, machinery, coal, paper, and lithium mining sectors have strengthened.
Source: Flush iFinD
Opening on August 4, the Shanghai Composite Index fell 0.15% to 3,442.94 points, the Shenzhen Component Index fell 0.14% to 14,715.75 points, and the ChiNext Index fell 0.39% to 3,463.73 points.
On the disk, the sports sector opened multiple daily limit, machinery, coal, and cardboard blocks made good; photovoltaic, semiconductor, and beer sectors fell.
The State Council recently issued the National Fitness Program, which pointed out that by 2025, the public service system for national fitness will be improved, the people will be more convenient to exercise, and the enthusiasm for fitness will be further improved. The number of participants in various sports continues to increase, and the proportion of people who regularly participate in physical exercise will reach 38.5. %, the county (city, district), township (street), administrative village (community) three-level public fitness facilities and community 15-minute fitness circle have achieved full coverage, with 2.16 social sports instructors per 1,000 people, driving the overall scale of the national sports industry Reached 5 trillion yuan.
The ratio of all trading stocks in Shanghai and Shenzhen stocks was 1434:2151, with 17 stocks trading at a daily limit and 6 stocks trading at a daily limit.
As of August 3, the balance of margin trading and securities lending in the Shanghai and Shenzhen stock markets was 1.82 trillion yuan.
The balance of financing on the day was 1.66 trillion yuan, a decrease of 1.243 billion yuan from the previous trading day; the balance of securities lending that day was 157.764 billion yuan, a decrease of 683 million yuan from the previous trading day.
In terms of individual stocks, the daily limit shares during the call auction period are as follows: Shenzhen Gas (9.96%), Jinfang Energy Conservation (10.00%), Tianyin Holdings (10.04%), Shuhua Sports (9.98%).
The limit-down stocks are as follows: Baili Technology (-10.02%).
Aijian Securities research report analyzes that, overall, the market has fallen sharply, and it is more the market's own demand.
The characteristics of the stock game have caused the way of gaining profits in market turbulence.
The market has fallen and trading is active, mainly in the small and medium market value sectors, which also determines that the current market is lighter than the index-heavy stocks.
Below the volatility range, it is not appropriate to be too pessimistic. Although market sentiment will continue to change, the overall downside space is limited, and attention should be paid to the risk of correction of larger sectors.
Shanxi Securities believes that the two cities fluctuated within the day on Tuesday, and the turnover remained high.
Regarding popular topics, although the long-term logic of some sectors is still strong, they are currently facing short-term overestimation, and the marginal buying enthusiasm of funds will gradually decline.
In the medium term, the technology industry continues to maintain a high growth rate, and the consumption theme may pick up. The performance forecasts of most listed companies are in line with the optimistic expectations of the previous market. The overall fundamentals of A-shares are strongly supported.
(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.)