Two heavens of ice and fire!

A-shares opened higher than a thousand shares rose, China Telecom hits its limit again!

Sell ​​orders exceed 8 million lots

  Sino-Singapore Jingwei Client, August 24th, on the 24th, the three major indexes collectively opened higher.

The Shanghai Composite Index rose 0.15% to 3,482.27 points, the Shenzhen Component Index rose 0.16% to 14,558.96 points, and the ChiNext Index rose 0.25% to 3301.86 points. Coal mining and processing, coal concepts, general equipment and other sectors led the gains of the two cities. The military industry, fuel ethanol, and large aircraft sectors were among the top decliners.

China Telecom dropped its limit for the second day in a row. As of press time, the stock price was reported to be 4.95 yuan per share, and it sold more than 8 million lots with a total market value of 452.1 billion yuan.

Wind screenshot

  The ratio of all trading stocks in Shanghai and Shenzhen stocks was 1958:1623. The two stocks had a daily limit of 15 and a limit of 5. 

  As of August 23, the margin of margin trading in Shanghai and Shenzhen stocks was 1.86 trillion yuan.

The financing balance on the day was 1.69 trillion yuan, an increase of 13.830 billion yuan from the previous trading day; the securities lending balance on the day was 165.34 billion yuan, an increase of 3.668 billion yuan from the previous trading day.

  In terms of individual stocks, the daily limit shares during the call auction period are as follows: Haitian Precision (9.99%), Huachen Equipment (20.00%), Huadong CNC (9.99%), Qinchuan Machine Tool (10.03%), Hengsheng Energy (9.99%).

The limit-down stocks are as follows: China Telecom (-10.00%).

  From almost breaking after the listing, to soaring over 30%, and then evaporating over 50 billion market value in one day...Only two trading days after returning to the A listing, the "Big Mac" China Telecom's stock price trend staged a "shocking" reversal.

  On August 23, China Telecom's A-shares opened at the lower limit.

By the end of the market, the limit-setting orders were up to 10.03 million, and the amount of funds wanted to escape exceeded 5.5 billion yuan.

As of the close of the day, the stock reported 6.11 yuan, an increase of 34.88%, with a turnover rate of 67.14%, and a full-day turnover of 20.11 billion yuan, ranking first in A-share turnover.

  The investor fryed the pan in an instant, "What's the situation, it's too bad, let me give you a cool song" "It's really exciting, I was hit on the ground when I got in the car"...

  After the market, China Telecom’s Long and Tiger Ranking data showed that the four institutions sold a total of 469 million yuan, Oriental Fortune’s Lhasa Tuanjie Road Second Sales Department sold 103 million yuan; China Merchants Securities Shanghai Mudanjiang Road Securities Sales Department bought 425 million yuan. Four sales departments including Dongfang Fortune Lhasa Tuanjie Road bought a total of 940 million yuan, and the net trading balance reached 793 million yuan.

  Wanlian Securities said that this week's market risk appetite was suppressed by multiple bad news. Under the background that domestic economic data in July fell short of market expectations, the large consumer sector has undergone a greater adjustment, and the growth sector has intensified volatility.

The interim report is coming to an end, and market liquidity remains stable. Maintaining the view that the recent investment focus is on structural opportunities. In terms of configuration, it is recommended to balance the high-prosperity manufacturing growth sector and the white horse blue chip whose valuation and price-performance ratio after the adjustment of the sector appears. Also need to pay attention to the interim report The quarter exceeded expectations for the sector.

Recommend new energy, semiconductor, photovoltaic, military, construction machinery and communications equipment leaders in high-end manufacturing; consumer home appliances, light industrial household appliances, medicine and equipment, CXO, medical services; brokerage, real estate leaders.

  In terms of configuration, Yuekai Securities stated that first, it is recommended to pay attention to high-quality and high-quality securities with high PEG and medium market value that benefit from the downturn; second, it is recommended to focus on technology companies that have long-term quality business models and sustainable performance. Equipped with "hard technology" sectors such as new energy vehicles, semiconductors, military electronics, and communications; third, the financial industry’s semi-annual report market is in progress, the overall valuation of the financial industry is relatively cheap, and the performance of the first half of the year has been steadily restored. It is recommended to pay attention to the semi-annual report performance Outstanding financial sector targets.

(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.)