Sino-Singapore Jingwei Client, August 6th, on the 6th, the three major A-share indexes opened up and down mixed.

The intraday index fluctuated and fell, and the index fell below 3,500 points.

Resource stocks such as coal, non-ferrous metals, and cobalt led the gains across the board. Pharmaceutical stocks successively declined. Individual stocks in the two cities fell more or less. The turnover has exceeded one trillion for 13 consecutive trading days, and the profitability effect is weak.

　　As of the close, the Shanghai Composite Index fell 0.24% to 3,548.23 points, the Shenzhen Component Index fell 0.30% to 14827.41 points, and the ChiNext Index fell 1.18% to 3,490.90 points.

　　In terms of sectors, cobalt, rare earth permanent magnets, scarce resources, non-ferrous smelting and processing sectors led the gains; CRO concepts, biological products, fentanyl, and medical equipment services sectors led the decline.

　　　　Source: Straight Flush

　　Regarding the August market, Bohai Securities believes that the major test of the index is on the performance side. The market differentiation brought about by the performance differentiation will become inevitable. However, overall, the broad-based index will still maintain the characteristics of partial shock.

Under the policy of encouraging innovation and taking into account risks, if the market drops unexpectedly, it will be more likely to give birth to buying points.

In terms of style, we continue to recommend CSI 500, CSI 1000 and the Science and Technology Innovation Board, and investors are advised to find targets with strong performance stability.

　　In terms of industry configuration, Bohai Securities believes that, in addition to the high-prosperity semiconductor, new energy, and military industries, it also includes the high-end manufacturing sector under the "strong chain" forging long board, and the domestic product sector with increased national pride.

　　Kaiyuan Securities pointed out that the current market is still in the stage of valuation restoration after the market's sharp correction in July. In the context of the overall interim report performance of the market and the relatively abundant currency as well as the continuous inflow of northbound funds, the market remained cautiously optimistic in August.

It is recommended to pay more attention to the long-term support of the policy, but the overall growth of the industry is small and has a certain margin of safety, such as the direction of infrastructure construction, the direction of rural revitalization, and the direction of military industry.

(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.)