[stock market close] the three major A-share indexes closed higher for the whole vehicle, lithium electricity and other sectors.

The index rose unilaterally throughout the day, with the gem up more than 4%, individual stocks up generally, and more than 100 shares up more than 9%. The short-term mood of the market is active. On the plate, Ningde Times and other institutions collectively counter-attack, the market hot spot is focused on the automobile industry chain led by self-driving, the whole vehicle, lithium electricity and other plates collectively rose, in addition, hot biological led a number of science and technology to create a new rise, consumer electronics, semiconductors, fuel cells, securities and other plates rotated up, the disk performance is more chaotic; On individual stocks, the leading blond rabbi stopped immediately, producing a large negative feedback to the high standard, while the Great Lake shares opened and fell by the limit. Overall, the market volume rose, but the plate is still in a state of rotation. On the disk, self-driving, complete vehicles, science and technology plate new plates led the increase, while iron and steel, Hainan, digital currency and other plates led the decline.

As of the close, the Prev index rose 1.49% to close at 3477 points, the Shenzhen Composite Index rose 2.89% to close at 14117 points, and the gem index rose 4.14% to close at 2898 points. Shanghai shares have a net inflow of 6.559 billion, while Shenzhen stocks have a net inflow of 9.756 billion.

Haitong Securities predicts that the number of potential public offering funds to enter the market this year is expected to exceed 1.1 trillion, and the inflow of foreign capital this year is faster than in previous years. In terms of industry configuration, potential public funds and foreign investors prefer the manufacturing industry, especially machinery and equipment, electrical equipment, automobiles and so on. This year, similar to the strong version of 2010, the opportunities outweigh the risks, and smart manufacturing is expected to become the new main line.

Guotai Junan Securities pointed out that investors expect to move from differentiation to convergence, and the market from increment to stock game. Vaguely correct is more important, win the profit, and stick to the blue chip in the middle market structurally. From the point of view of industry configuration, it is currently in the middle of manufacturing and the starting point of scientific and technological growth. At present, we can see a lot of opportunities qualitatively, but due to the pressure of chips and interest rates, it is difficult to exceed the expected performance in the short term. The structure has entered the correct stage of ambiguity, that is, the investment structure needs to be transformed, and the choice of "mid-market blue chip" arises at the historic moment. Previously, in the "mid-market blue chip" series of reports, it was pointed out that the structure of earnings growth had been generalized to a wider dimension, but at that time the position structure was concentrated on the leading white horse. The quarterly report will show more clues to earnings growth and economic recovery. after "pulling valuations" has become difficult, looking for undervalued earnings value and undervalued growth value has become a new direction.

Huatai Securities judged that the Q2 index is expected to maintain horizontal volatility, and the Q2-Q3 index is expected to rise; based on the four angles of pricing anchor, ERP downward space, growth elasticity, and industry composition, the market capitalization point of view is recommended to win a small victory, and at the index level, it is recommended to add CSI 500; at the industry level, manufacturing > consumption, upstream > downstream, it is recommended to pay attention to periodic manufacturing.

[hot stocks] Rong Bai Technology rose five times in a row! The performance is in line with the expectation that the high nickel leader will meet the volume and price rise.