Sino-Singapore Jingwei, December 8th. On the 8th, A shares resumed their upward trend after two consecutive trading days of consolidation. The three major indexes all rose more than 1%, and the Shanghai stock index regained 3,600 points.

  As of the close, the Shanghai Composite Index rose 1.18% to 3,637.57 points; the Shenzhen Component Index rose 1.82% to 14,964.46 points; the ChiNext Index rose 1.66% to 3,44.70 points.

The turnover of the two cities exceeded one trillion yuan for 34 consecutive trading days.

  The Shanghai Stock Index all-day trend source: Wind

  On the disk, the brewing sector led the two markets. Among the liquor stocks, the daily limit of Laobaigan wine, Yingjia Gongjiu, Yanghe shares, Yilite, Qingbari wine, etc. rose in the lead. Kweichow Moutai rose more than 4%, and the stock price was nearly 5 years later. Return to above 2,000 yuan a month.

Caixin Securities believes that the fundamentals of the liquor industry in the fourth quarter were stable, and recent actions such as heavy volume, price increase, and equity incentives have been intensively implemented. Liquor companies have positive goals for the coming year and sector sentiment has recovered.

  The military, semiconductor, consumer electronics, optical and optoelectronics, white goods, media, logistics and other sectors have strengthened; brokerage stocks have risen again near the end of the trading session, Hualin Securities has straightened its daily limit, and Great Wall Securities, Zhongtai Securities, and Dongxing Securities have followed the rise.

  A few sectors such as coal and real estate went lower; the ST sector plunged in the afternoon, and the collective limit of over 20 stocks including ST Tianrun, *ST Yijian, ST Baling, ST Shunli, and *ST Danbang.

  The ratio of all trading stocks in Shanghai and Shenzhen stocks was 3309:1130. The two stocks had a daily limit of 89 and a limit of 22.

  In terms of individual stocks, today's daily limit shares are as follows: Chinese Online (19.99%), Sanyangma (10.00%), Beijing Career (10.04%), Laobaiganjiu (10.01%), Perfect World (9.98%).

The top five stocks with turnover rate are: Sanyangma, Zeyu Intelligent, Guangdong Wannianqing, Huasu Co., Ltd., and Jianyan Design, which are 82.346%, 70.289%, 57.577%, 54.541%, and 49.738%, respectively.

  In terms of northbound funds, the net inflow of northbound funds exceeded 14.2 billion yuan throughout the day, including over 5.7 billion yuan in Shanghai Stock Connect and over 8.4 billion yuan in Shenzhen Stock Connect.

  Regarding the market outlook, CICC believes that the A-share growth style may be temporarily suppressed, and it will be observed whether it will return to "growth" at the end of the first quarter of next year.

When the focus of the market shifts to "steady growth", some A-share growth styles that have previously outperformed the market by a large margin, have high valuations, high expectations, and low positions may temporarily lag behind, and the market style may also be correspondingly expressed as The pattern of "big strong and small weak".

  Soochow Securities analysis pointed out that the recent adjustments in the A-share market are mainly related to the decline in risk appetite on the disk. It can be clearly seen that on the one hand, high valuation products such as new energy, semiconductor chips and lithium batteries have experienced a correction. On the other hand, The hot money, which is the main part of the new speculation, has also seen an ebb. In the short term, we must pay attention to the pressure of the correction in the direction of growth.

Operationally, it is recommended to control positions and appropriately increase the allocation of low-level blue chips to achieve a balanced position, especially the financial sector that benefits from RRR cuts, cautiously chasing the rise.

(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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