Today, the size index fluctuated higher and closed higher, the volume and price of the two markets rose, the turnover broke through trillions of yuan, the Prev stood at 3600 points, and the rise in the Ningde era led to a 2.4% rise in the gem index. Hongmeng's concept stock leader run and software closed at the opening limit in the afternoon, up nearly 270% since May, the leading demonstration effect was strong, and domestic software broke out thoroughly. More than 20 stocks rose more than 10%, and nearly 10 stocks rose by the daily limit of 20cm. In addition, shipping, Internet of things, securities, chip plates and other intraday pulls up, yesterday's sharp rise in coal, chemical cycle stocks weakened, liquor plate continued to divide, first-line liquor rebounded, second-and third-line, small market value liquor fell, willing to wine industry, Huangtai liquor industry is the afternoon limit. On the whole, the plate rotation pattern is still the same, funds abandon high on the low obvious, part of the theme one-day tour market still exists. On the market, Hongmeng concept, domestic software, digital currency led the rise, liquor concept, beer concept, glyphosate and other decline in the forefront.
As of the close, the Prev index rose 0.56% to close at 3611 points, the Shenzhen Composite Index rose 1.19% to close at 14893 points, and the gem index rose 2.46% to close at 3286 points. The net purchase of Shanghai shares is 4.091 billion yuan, while that of Shenzhen stocks is 2.729 billion yuan.
Zhongyuan Securities said that recently, hot spots in the market have changed frequently, the persistence of leading hot spots is generally not strong, and the wait-and-see mentality of over-the-counter funds is relatively heavy. Whether the Prev can continue to expand upward in the future still depends on strong external factors to boost it. It is expected that the Prev short-term small shock is more likely, the gem is more likely to sort out slightly. Investors are advised to pay close attention to the investment opportunities of automotive, aerospace and military industries and pro-cyclical industries in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Zhongtai Securities pointed out that the market still maintains the main theme of this year, cycle plate and growth plate rise and fall each other, and there is no clear main line, the plate is still dominated by rotation pattern, the future can actively pay attention to the pre-increase in the performance of the relevant stocks.
China International Capital Corporation said that the market may basically maintain range volatility before the emergence of new catalysts. Considering that inflation is likely to remain the focus of the short-term market for some time to come, we still recommend a relative balance between growth and value style. Considering that external demand remains optimistic, at least in the short term, we are optimistic about sectors with greater export exposure, such as electronics, household appliances and household products. We believe that the middle and lower reaches of enterprises with stronger bargaining power and the ability to transmit input price pressure may be more resilient. In addition, the attractive valuation of the new economy plate high-quality leading stocks are also worthy of attention.
China Merchants Securities analysis, since mid-late May, the stock market liquidity improvement driven A-share rebound, the strong appreciation of the RMB has become one of the important reasons. Looking back, the RMB exchange rate will continue to be an important variable affecting the trend of A-shares in the short term, and the Fed's dilemma between less-than-expected employment and high inflation may lead to increased RMB exchange rate volatility. Exchange rate fluctuations will have an impact on A-shares through foreign capital flows, investor sentiment, imports and exports and other aspects. In the current environment, the main indexes are expected to fluctuate and level off, and the market opportunities are mainly phased local opportunities. The selection of high-prosperity industry segments and high-performance growth stocks and band operation α is the key to obtain excess returns.
[hot stocks] the concept of extracting lithium from Salt Lake is very popular! A piece of news triggered a carnival of lithium battery plates, Tibet City Investment, etc. 8 shares rose by the daily limit.
