[stock market close] Index shock weakens the collective pullback of lithium batteries, photovoltaic, semiconductor chips and other sectors

The size index fluctuated today, the turnover of the two markets exceeded one trillion yuan, the weights of banks and real estate strengthened, the Prev once turned red, the Shanghai Stock Exchange rose 1%, and the gem index fell after continuing to innovate. Funds focused on medicine and health care, home appliances, food and beverages, clothing and home textiles and other major consumer sectors, Yao Ming Kant, Rui Healthcare, Tiger Pharmaceuticals, Kanglong Huacheng and other weighted core assets reached record highs. The traditional Chinese medicine sector led the rise, with more than 10 stocks up more than 10%. Medical concept stocks continue to rebound, online education, cement afternoon changes, brokerage, lithium battery, Hongmeng concept, national defense, photovoltaic, semiconductor chips are collective pullback. On the market, traditional Chinese medicine, pharmaceutical commerce and banks were among the top gainers, while national defense industry, securities, semiconductors and components fell at the top of the list.

As of the close, the Prev index fell 0.07% to close at 3588 points; the Shenzhen Composite Index fell 0.81% to close at 15038 points; and the gem index fell 0.63% to close at 3455 points.

Caixin Securities pointed out that the short-term rapid upward period of the A-share market has passed, and there is a high probability that it is a concussive upward structural market, showing a slow bull pattern as a whole, and there is no lack of investment opportunities in the market. In the third quarter of 2021, the stock market will gradually shift from liquidity-driven logic to performance growth and growth-driven logic.

Shanxi Securities believes that the gem may continue to be strong for some time to come. In the medium to long term, consumer upgrading and technology sectors that maintain high prosperity still have a strong attraction, capital concentration may further increase, and the overall market will continue to show an upward trend driven by the relevant sectors alternately.

China International Capital Corporation believes that the overall performance of China's market in the second half of the year may be neutral, but the structure is relatively optimistic, and the style rotation of value outperforming growth may be coming to an end, and it is suggested that "light index, emphasis on structure, and partial growth."