Sino-Singapore Jingwei, September 24. As of the midday close on September 24, the three major indexes closed mixed.

The Shanghai Composite Index fell 0.07% to 3,639.75 points.

The Shenzhen Component Index rose 0.52% to 14,462.87 points.

The GEM index rose 1.50% to 3,230.11 points.

Wind screenshot

  On the disk, Hongmeng Concept, Food Processing and Manufacturing, and Dairy Industry led the gains in the two markets.

The coal mining and processing, cement concept, and papermaking sectors were among the top decliners.

The Power Diamond (N Power) opened 800% higher, and then pulled up again. The intraday surged more than 10 times, triggering a temporary trading suspension.

As of the close at noon, it rose by 1175.46%, with a total market value of 15.9 billion.

  Up to now, the ratio of all trading stocks in Shanghai and Shenzhen stocks is 1227:3167, with 40 daily limit and 25 daily limit.

  In terms of northbound funds, the morning net inflow of northbound funds exceeded 3 billion yuan, of which the inflow of Shanghai Stock Connect exceeded 1.3 billion, and the inflow of Shenzhen Stock Connect exceeded 1.7 billion.

  In terms of individual stocks, the current daily limit shares are as follows: Minmetals Rare Earth (10.00%), Shanghai Electric Power (10.02%), Zhejiang Xinneng (10.01%), Guangyu Development (9.98%), Hangzhou Thermal Power (10.00%).

  The limit-down shares are as follows: Yangmei Chemical (-10.05%), Lanhua Science and Technology (-10.00%), High Energy Environment (-9.99%), Shenma (-10.02%), China National Reserve (-9.94%).

  The top five stocks with turnover rate are: Power Diamond, Haiguo Shares, Wansli, Hangzhou Thermal Power, and Qianwei Central Kitchen, which are 74.935%, 49.306%, 44.011%, 42.982%, and 42.815%, respectively.

  Founder Securities said that from the perspective of the target of the net outflow of funds from Beijing, profit taking is the main driving force for the net outflow of the capital on the first trading day after the festival. From the perspective of the bottom stocks being favored by the funds from Beijing, it indicates to a certain extent that market hotspots will again Converting, avoiding the "risk of rising", looking for "opportunities for falling," staying away from the "three high" stocks, and digging for the "three low" stocks are still the main capital investment logic.

  Caixin Securities Research Report pointed out that market sentiment has rebounded, and the unpopular sectors performed better.

Prior to this, the market was worried about the tightening of the Fed's policy, and the global market has corrected.

However, the Fed kept the interest rate decision unchanged, and the Fed's resolution stated that it might start Taper soon.

As the uncertainties fade, market sentiment has picked up, and the US and Hong Kong stock markets have rebounded one after another.

The total transaction value of the two cities on Thursday was 1321.5 billion, and the transaction volume exceeded 1 trillion for the 45th consecutive trading day, continuing to set the longest historical record.

Considering that the current market is not short of money, it is expected that the A-share index will be difficult to adjust significantly, and the overall market opportunities outweigh the risks.

  As the index fluctuates at a high level, it is expected that the rotation of the sector will continue to accelerate.

But the current valuation and performance of track stocks and popular consumer stocks have been difficult to match.

In addition to the current economy, epidemic situation, and liquidity, there are major uncertainties, and the risk of continuing to chase track stocks and consumer stocks is relatively high.

From a defensive perspective, funds may further explore investment opportunities in unpopular sectors, such as public utilities and media.

(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.)

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