Sino-Singapore Jingwei Client: The three major indexes continued to diverge after opening low on August 9. The Shanghai Stock Index once returned to 3,500 points in the afternoon. Recently, the popular sectors of chip semiconductors, photovoltaics, and lithium batteries have generally recovered. Over 3,000 stocks in the two cities have gone red. The turnover has exceeded one trillion for 14 consecutive trading days, and the effect of making money is strong.
As of the close, the Shanghai Composite Index rose 1.05% to 3,494.63 points.
The Shenzhen Component Index rose 0.77% to 14,941.44 points.
The GEM index fell 0.98% to 3456.75 points.
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On the disk, the high delivery, food processing and manufacturing, and pork sectors led the two cities.
The national fund holdings, third-generation semiconductors, semiconductors and components, and other sectors were among the top decliners.
As of the close, the ratio of all trading stocks in Shanghai and Shenzhen stocks was 3113:1,220, with 103 daily limit and 8 daily limit.
In terms of northbound funds, the net inflow of northbound funds exceeded 8.4 billion yuan throughout the day, of which the inflow of Shanghai Stock Connect exceeded 3.8 billion, and the inflow of Shenzhen Stock Connect exceeded 4.5 billion.
In terms of individual stocks, today's daily limit shares are as follows: Baichuan shares (9.99%), Muyuan shares (10.01%), Shangneng Electric (20.00%), Sifang shares (10.01%), Zhaoxin shares (10.13%).
The lower limit shares are as follows: Fengxing shares (-9.99%), Jingda shares (-10.04%), Kaile Technology (-10.02%), China Railway Emergency (-9.96%),
The top five stocks with turnover rate are: Shijing Technology, Beijiete, Fangyuan, Shenling Environment, and Ningbo Founder, which are 64.275%, 59.096%, 55.405%, 48.774%, and 41.501%, respectively.
Guolian Securities stated that the current good liquidity is still conducive to the increase in the valuation of the growth sector, but with the rebound of the epidemic and the upward trend of the US dollar, the growth sector may switch from the large cap to the small and medium cap, from overvalued to undervalued. Under the policy guidance of "specialization, special innovation", the opportunity of invisible champions of small and medium-sized enterprises is particularly worthy of attention. It is recommended to pay attention to opportunities in sectors such as computers, communications, national defense and military industry, and high-end equipment; at the same time, the stable supply of bulk commodities is conducive to midstream manufacturing. It is recommended to pay attention to the opportunities for marginal improvement in the midstream industry.
In terms of themes, it is recommended to pay attention to the relatively underestimated and strategically significant opportunities in segmented growth areas such as industrial software.
Dongguan Securities believes that despite the weakening pressure of economic recovery, domestic monetary policy is expected to remain stable, coupled with the expansion of the net northbound capital inflow, and the market volume can continue to exceed one trillion, it is expected that the market is expected to continue the turbulent rebound pattern.
It is recommended to pay attention to the release of quantity and energy and the rotation of the sector, and to pay attention to industry opportunities such as finance, chemical industry, electrical equipment, TMT, and new energy.
(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.)