[stock market closing] Index closed Wulianyang Semiconductor, Lithium and other sectors continued to be sought after by Silan Wei, Ningde era and other stocks hit record highs.

Today, the size of the gem once again shows a pattern of differentiation. Gem refers to 5 Lianyang, which has rebounded to a new high since the end of March. The trading volume of the two cities has exceeded trillion yuan for four trading days in a row. Trend plates such as semiconductors and lithium electricity continue to be sought after by funds. Fuman Electronics, Shilanwei, Ningde era, Central shares and other stocks have all reached record highs, and science and technology topics are still the current main line, while liquor, medical and other sectors are in the doldrums. Shanxi Fenjiu plummeted by 8%. On the whole, the market is still structural. On the disk, Salt Lake Lithium extraction, third-generation semiconductors, coal, Hongmeng and other plates led the rise, while spirits, construction machinery, military industry and other plates fell in the forefront.

As of the close, the Prev index rose 0.25% to close at 3566 points, the Shenzhen Composite Index rose 1% to close at 14843 points, and the gem index rose 1.13% to close at 3318 points.

Anxin Securities said that the operation should be bull heart and bear courage. Growth slows in the second half of the year, but no matter how loose it is, the overall market is still not a trend market. Cow heart and bear bile are intertwined in time and differentiated in structure. The main line of configuration revolves around the fast lane, and scarcity is precious: in the post-epidemic era, growth slows after recovery, and long-term growth tracks + short-term booming companies are scarce, which will maintain high valuations, although they will also be withdrawn under external disturbances, but after the pullback, it will still be the main line of market allocation. Focus on industries: semiconductors, new energy, medical services, military industry, new materials, artificial intelligence and so on.

Soochow Securities pointed out that at present, the main index has been affected by the sharp rise in the peripheral financial markets, there has been a certain tentative uptick, the overall market has picked up somewhat, the plate rotation has begun to be carried out in an orderly manner, and the market has warmed up somewhat. Operationally, investors can actively participate in the hype of short-term hot spots under the premise of controlling their positions and grasp the window period of the market rebound.

China International Capital Corporation said that as China is likely to be the first to enter the new post-epidemic normal in the second half of the year, the weak aggregate demand means that the market focus may shift from the current high focus on inflation to the sustainability of growth, against this background, the market style may continue to be biased towards growth. In particular, the resilience and competitiveness of China's manufacturing industry chain are being more recognized and verified, both in the field of science and technology hardware and software are seeking industrial autonomy, and the trend of structural upgrading of consumption is also continuing. the relevant high-boom growth industries are still the focus of the future structure, reiterating the view that the index is neutral as a whole but the structure is positive.

[hot stocks] the "core shortage" aggravates the sharp rise in chip stocks. A Shi Chuang, National Science and Technology rose slightly by the limit.

[hot stocks] the concept of Lithium extraction from Salt Lake opened higher, Lanxiao Science and Technology limit Koda Manufacturing rose by more than 4.8%.